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
$437M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.1M
3
+$2.28M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.54M
5
AVGO icon
Broadcom
AVGO
+$1.16M

Top Sells

1
+$2.56M
2
+$2.56M
3
+$2.46M
4
C icon
Citigroup
C
+$1.59M
5
GAPR icon
FT Vest US Equity Moderate Buffer ETF April
GAPR
+$717K

Sector Composition

1 Technology 9.83%
2 Consumer Discretionary 4.24%
3 Financials 3.15%
4 Healthcare 2.09%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$538K 0.12%
5,667
+3
127
$534K 0.12%
1,415
-4
128
$533K 0.12%
25,274
+2,799
129
$525K 0.12%
1,954
-772
130
$521K 0.12%
22,068
+3,480
131
$519K 0.12%
3,221
+119
132
$516K 0.12%
11,152
+26
133
$510K 0.12%
10,235
-70
134
$506K 0.12%
10,731
+78
135
$502K 0.11%
6,672
-79
136
$497K 0.11%
2,814
+190
137
$495K 0.11%
977
-123
138
$493K 0.11%
5,152
-31
139
$493K 0.11%
19,618
-1,998
140
$490K 0.11%
9,742
-101
141
$488K 0.11%
11,151
+2,021
142
$488K 0.11%
3,651
-11
143
$487K 0.11%
1,477
-43
144
$487K 0.11%
1,585
-30
145
$477K 0.11%
31,923
+874
146
$471K 0.11%
5,152
-17
147
$462K 0.11%
3,004
-353
148
$450K 0.1%
2,626
149
$448K 0.1%
16,523
+143
150
$448K 0.1%
22,002
-1,424
4 5
6
7 8