IA

Insight Advisors Portfolio holdings

AUM $660M
1-Year Est. Return 14.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$620M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$4.09M
3
+$3.32M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.24M
5
WTV icon
WisdomTree US Value Fund
WTV
+$3.23M

Top Sells

1
+$5.47M
2
+$4.74M
3
+$3.7M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.87M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.31M

Sector Composition

1 Technology 11.6%
2 Financials 3.2%
3 Consumer Discretionary 2.99%
4 Communication Services 2.43%
5 Consumer Staples 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$836K 0.13%
14,105
-372
102
$834K 0.13%
10,000
-490
103
$831K 0.13%
7,607
+537
104
$816K 0.13%
5,589
+140
105
$799K 0.13%
9,419
-12
106
$784K 0.13%
17,126
+9
107
$780K 0.13%
16,290
+49
108
$769K 0.12%
17,769
+11
109
$764K 0.12%
5,791
-33
110
$757K 0.12%
2,592
-120
111
$752K 0.12%
+13,176
112
$728K 0.12%
29,623
+2,327
113
$712K 0.11%
2,005
-148
114
$711K 0.11%
31,496
-2,412
115
$711K 0.11%
29,531
-38
116
$691K 0.11%
1,295
-20
117
$685K 0.11%
23,449
-9,653
118
$674K 0.11%
1,324
+35
119
$672K 0.11%
6,182
-6
120
$669K 0.11%
7,036
-328
121
$667K 0.11%
61,482
-201
122
$663K 0.11%
2,111
+13
123
$660K 0.11%
15,566
+962
124
$658K 0.11%
1,294
125
$647K 0.1%
2,960
+5
3 4
5
6 7