IA

Insight Advisors Portfolio holdings

AUM $660M
1-Year Est. Return 14.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$620M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$4.09M
3
+$3.32M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.24M
5
WTV icon
WisdomTree US Value Fund
WTV
+$3.23M

Top Sells

1
+$5.47M
2
+$4.74M
3
+$3.7M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.87M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.31M

Sector Composition

1 Technology 11.6%
2 Financials 3.2%
3 Consumer Discretionary 2.99%
4 Communication Services 2.43%
5 Consumer Staples 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$643K 0.1%
2,305
-39
127
$634K 0.1%
+31,620
128
$629K 0.1%
2,068
+29
129
$616K 0.1%
5,097
-5
130
$612K 0.1%
1,321
-65
131
$610K 0.1%
2,828
-17
132
$607K 0.1%
1,701
-2
133
$607K 0.1%
16,361
-2,436
134
$604K 0.1%
10,672
-423
135
$599K 0.1%
4,447
-174
136
$574K 0.09%
17,503
137
$569K 0.09%
5,465
+28
138
$562K 0.09%
7,566
-15
139
$562K 0.09%
1,448
+2
140
$558K 0.09%
4,410
-302
141
$556K 0.09%
3,488
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142
$554K 0.09%
5,938
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143
$548K 0.09%
6,898
-222
144
$543K 0.09%
1,946
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145
$538K 0.09%
41,278
-2,108
146
$535K 0.09%
756
+219
147
$525K 0.08%
6,170
-500
148
$525K 0.08%
+25,819
149
$520K 0.08%
16,387
-647
150
$518K 0.08%
9,092
+15
4 5
6
7 8