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
$584M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$3.26M
3
+$1.55M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$1.43M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.21M

Top Sells

1
+$9.35M
2
+$1.61M
3
+$788K
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$704K
5
NVDA icon
NVIDIA
NVDA
+$639K

Sector Composition

1 Technology 12.62%
2 Consumer Discretionary 3.65%
3 Financials 3.25%
4 Communication Services 2.41%
5 Consumer Staples 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$609K 0.1%
61,650
-63
127
$602K 0.1%
7,125
-913
128
$602K 0.1%
1,417
+39
129
$599K 0.1%
2,057
-56
130
$598K 0.1%
2,642
+15
131
$589K 0.1%
18,749
-8,309
132
$588K 0.1%
12,463
+62
133
$585K 0.1%
6,825
+1,747
134
$584K 0.1%
1,151
-82
135
$576K 0.1%
4,524
+96
136
$574K 0.1%
2,344
-199
137
$571K 0.1%
1,808
-12
138
$571K 0.1%
1,449
+33
139
$565K 0.1%
2,409
+89
140
$563K 0.1%
1,694
141
$559K 0.09%
23,764
+1,391
142
$559K 0.09%
+2,098
143
$554K 0.09%
24,984
+4,717
144
$548K 0.09%
37,775
+277
145
$546K 0.09%
42,246
-567
146
$526K 0.09%
3,401
-48
147
$523K 0.09%
6,546
-305
148
$520K 0.09%
5,980
-268
149
$518K 0.09%
2,156
+70
150
$512K 0.09%
3,070
-32
4 5
6
7 8