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
$424M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$11.5M
3
+$2.74M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.41M
5
PFE icon
Pfizer
PFE
+$1.13M

Top Sells

1
+$2.37M
2
+$2.15M
3
+$2.1M
4
PYPL icon
PayPal
PYPL
+$1.09M
5
AAPL icon
Apple
AAPL
+$993K

Sector Composition

1 Technology 8.77%
2 Consumer Discretionary 4.06%
3 Financials 3.69%
4 Healthcare 2.22%
5 Consumer Staples 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$546K 0.13%
18,391
-7,530
127
$544K 0.13%
2,415
-1,699
128
$544K 0.13%
+42,750
129
$532K 0.12%
10,550
+623
130
$528K 0.12%
11,195
+23
131
$525K 0.12%
3,459
132
$521K 0.12%
1,700
133
$519K 0.12%
8,320
-3,385
134
$517K 0.12%
10,325
-50
135
$516K 0.12%
3,935
-197
136
$508K 0.12%
10,104
-58
137
$505K 0.12%
3,691
+81
138
$504K 0.12%
4,837
+1,064
139
$503K 0.12%
10,058
+45
140
$499K 0.12%
6,642
-4,665
141
$495K 0.12%
5,343
+5
142
$493K 0.12%
15,822
+3,097
143
$493K 0.12%
2,692
+278
144
$493K 0.12%
14,660
+24
145
$491K 0.12%
5,207
+38
146
$490K 0.12%
16,307
-7,230
147
$489K 0.11%
12,846
-2,000
148
$486K 0.11%
1,028
+550
149
$485K 0.11%
9,177
-1,151
150
$485K 0.11%
+16,388
4 5
6
7 8