IA

Insight Advisors Portfolio holdings

AUM $653M
1-Year Est. Return 15.09%
This Quarter Est. Return
1 Year Est. Return
+15.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$339M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$2.58M
3
+$1.6M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$1.36M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$1.07M

Top Sells

1
+$1.36M
2
+$1.35M
3
+$1.11M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.11M
5
NVDA icon
NVIDIA
NVDA
+$1.03M

Sector Composition

1 Technology 16.01%
2 Consumer Discretionary 9.25%
3 Financials 7.11%
4 Communication Services 5.68%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$657K 0.19%
2,493
-226
127
$651K 0.19%
11,734
-502
128
$650K 0.19%
8,037
-63
129
$649K 0.19%
16,333
-7,365
130
$638K 0.19%
3,168
+1,814
131
$636K 0.19%
15,095
+370
132
$634K 0.19%
4,906
-894
133
$631K 0.19%
2,910
+215
134
$630K 0.19%
5,621
135
$626K 0.18%
6,744
+60
136
$626K 0.18%
21,759
+2,879
137
$617K 0.18%
11,668
-7,898
138
$608K 0.18%
3,327
-570
139
$608K 0.18%
+5,894
140
$603K 0.18%
29,630
-10,725
141
$602K 0.18%
9,050
-410
142
$599K 0.18%
2,664
+11
143
$597K 0.18%
25,484
-1,165
144
$588K 0.17%
3,756
145
$572K 0.17%
3,148
-3,752
146
$571K 0.17%
3,627
-6
147
$571K 0.17%
6,732
-468
148
$570K 0.17%
+6,629
149
$563K 0.17%
10,258
+12
150
$561K 0.17%
+9,529
4 5
6
7 8