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
$547M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$4.27M
3
+$3.47M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$3.16M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$2.2M

Top Sells

1
+$1.46M
2
+$1.41M
3
+$1.08M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$971K
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$914K

Sector Composition

1 Technology 12.25%
2 Consumer Discretionary 3.38%
3 Financials 2.97%
4 Communication Services 2.35%
5 Healthcare 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$605K 0.11%
3,965
+83
127
$597K 0.11%
5,756
+87
128
$585K 0.11%
12,828
-3,856
129
$585K 0.11%
1,369
-98
130
$570K 0.1%
3,122
+55
131
$569K 0.1%
24,234
-13,676
132
$568K 0.1%
5,662
+165
133
$566K 0.1%
+5,259
134
$559K 0.1%
2,754
-52
135
$555K 0.1%
17,997
-9,880
136
$554K 0.1%
4,057
+308
137
$553K 0.1%
13,579
-1,193
138
$543K 0.1%
38,617
+2,107
139
$539K 0.1%
+11,986
140
$536K 0.1%
11,428
+793
141
$536K 0.1%
2,002
+57
142
$535K 0.1%
4,515
+191
143
$534K 0.1%
37,259
+227
144
$526K 0.1%
2,627
145
$525K 0.09%
1,675
-30
146
$522K 0.09%
14,544
-6,917
147
$515K 0.09%
1,378
-35
148
$511K 0.09%
5,262
-317
149
$504K 0.09%
1,737
-120
150
$503K 0.09%
22,384
+160
4 5
6
7 8