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
$571M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$2.26M
3
+$2.02M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.5M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$1.45M

Top Sells

1
+$2.48M
2
+$782K
3
+$752K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$608K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$584K

Sector Composition

1 Technology 10.88%
2 Financials 3.37%
3 Consumer Discretionary 2.99%
4 Communication Services 2.23%
5 Consumer Staples 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$606K 0.11%
1,945
-18
127
$606K 0.11%
2,098
128
$591K 0.1%
43,386
+1,140
129
$569K 0.1%
5,437
+16
130
$568K 0.1%
2,845
-179
131
$561K 0.1%
2,039
-18
132
$549K 0.1%
7,120
+574
133
$544K 0.09%
17,034
-4,194
134
$542K 0.09%
17,503
+50
135
$528K 0.09%
3,585
-212
136
$526K 0.09%
3,425
+24
137
$519K 0.09%
27,296
+2,312
138
$515K 0.09%
2,959
-895
139
$514K 0.09%
2,452
+27
140
$513K 0.09%
6,548
+568
141
$507K 0.09%
24,172
-4,520
142
$507K 0.09%
2,660
-1
143
$506K 0.09%
966
-185
144
$496K 0.09%
2,344
145
$496K 0.09%
5,289
+2
146
$495K 0.09%
7,581
+7
147
$494K 0.09%
5,962
+149
148
$487K 0.08%
4,400
149
$487K 0.08%
2,356
-53
150
$484K 0.08%
4,431
-1,363
4 5
6
7 8