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
$473M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$2.11M
3
+$2.02M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.71M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.15M

Top Sells

1
+$1.9M
2
+$1.57M
3
+$1.54M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.54M
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$784K

Sector Composition

1 Technology 10.26%
2 Consumer Discretionary 4.18%
3 Financials 3.07%
4 Healthcare 2.01%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$558K 0.12%
2,780
-34
127
$558K 0.12%
1,589
+4
128
$557K 0.12%
1,467
-10
129
$555K 0.12%
50,690
+1,565
130
$550K 0.12%
3,074
-147
131
$548K 0.12%
+9,500
132
$540K 0.11%
9,750
-485
133
$535K 0.11%
4,926
-226
134
$530K 0.11%
11,066
-85
135
$528K 0.11%
11,164
+12
136
$524K 0.11%
3,613
-38
137
$520K 0.11%
5,161
+9
138
$518K 0.11%
2,978
-26
139
$516K 0.11%
3,616
+288
140
$508K 0.11%
6,597
-75
141
$498K 0.11%
7,611
-185
142
$498K 0.11%
15,486
+4,814
143
$494K 0.1%
2,650
-272
144
$492K 0.1%
17,924
+1,529
145
$489K 0.1%
5,872
+251
146
$488K 0.1%
16,315
-208
147
$481K 0.1%
1,854
-1
148
$478K 0.1%
1,835
+135
149
$476K 0.1%
5,653
-191
150
$475K 0.1%
9,073
+1,861
4 5
6
7 8