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
$574M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$2.12M
3
+$2M
4
INTC icon
Intel
INTC
+$1.74M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.55M

Top Sells

1
+$2.73M
2
+$1.61M
3
+$1.57M
4
NVDA icon
NVIDIA
NVDA
+$1.24M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$1.11M

Sector Composition

1 Technology 11.97%
2 Consumer Discretionary 3.24%
3 Financials 3.06%
4 Communication Services 2.16%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$654K 0.11%
5,832
+76
127
$652K 0.11%
61,713
-229
128
$647K 0.11%
2,009
+5
129
$643K 0.11%
1,369
130
$639K 0.11%
3,187
+65
131
$627K 0.11%
22,221
-57,205
132
$624K 0.11%
2,543
+84
133
$617K 0.11%
2,794
+40
134
$611K 0.11%
18,959
-7,105
135
$605K 0.1%
5,078
-31
136
$599K 0.1%
2,113
+111
137
$595K 0.1%
12,401
+973
138
$595K 0.1%
7,624
+17
139
$587K 0.1%
3,449
-45
140
$575K 0.1%
1,378
141
$575K 0.1%
42,813
+4,196
142
$568K 0.1%
4,428
-87
143
$567K 0.1%
37,498
+239
144
$561K 0.1%
1,694
+19
145
$549K 0.09%
1,405
-5
146
$549K 0.09%
5,284
+22
147
$544K 0.09%
6,851
+395
148
$542K 0.09%
6,248
+230
149
$540K 0.09%
22,373
+5,916
150
$540K 0.09%
17,588
+63
4 5
6
7 8