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
$286M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$2.17M
3
+$2.13M
4
KSCD
KFA Small Cap Quality Dividend Index ETF
KSCD
+$2.1M
5
INTC icon
Intel
INTC
+$1.75M

Top Sells

1
+$1.06M
2
+$1.03M
3
+$1.02M
4
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$992K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$987K

Sector Composition

1 Technology 10.98%
2 Financials 6.83%
3 Consumer Discretionary 6.09%
4 Healthcare 4.8%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$610K 0.21%
23,032
+77
127
$603K 0.21%
+12,448
128
$601K 0.21%
5,106
-50
129
$598K 0.21%
3,002
+453
130
$593K 0.21%
+1,746
131
$591K 0.21%
+22,054
132
$585K 0.2%
4,132
+106
133
$583K 0.2%
1,679
-333
134
$573K 0.2%
3,350
+102
135
$567K 0.2%
21,890
-11,833
136
$563K 0.2%
6,051
-44
137
$559K 0.2%
11,072
+810
138
$558K 0.2%
5,338
-34
139
$557K 0.19%
14,846
+8,202
140
$551K 0.19%
7,306
-668
141
$537K 0.19%
2,177
+750
142
$533K 0.19%
18,713
-195
143
$531K 0.19%
+24,076
144
$528K 0.18%
1,700
-5
145
$528K 0.18%
3,926
+742
146
$522K 0.18%
5,384
-895
147
$522K 0.18%
11,172
-254
148
$521K 0.18%
4,747
-3
149
$520K 0.18%
2,446
150
$511K 0.18%
719
-154
4 5
6
7 8