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
$339M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$2.58M
3
+$1.6M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$1.36M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$1.07M

Top Sells

1
+$1.36M
2
+$1.35M
3
+$1.11M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.11M
5
NVDA icon
NVIDIA
NVDA
+$1.03M

Sector Composition

1 Technology 16.01%
2 Consumer Discretionary 9.25%
3 Financials 7.11%
4 Communication Services 5.68%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$556K 0.16%
1,842
152
$550K 0.16%
14,037
+87
153
$548K 0.16%
2,650
-93
154
$542K 0.16%
21,583
-7,181
155
$542K 0.16%
592
-152
156
$541K 0.16%
2,076
-20
157
$539K 0.16%
18,000
158
$539K 0.16%
7,586
-22
159
$539K 0.16%
28,336
+1,786
160
$535K 0.16%
3,801
+250
161
$531K 0.16%
6,273
-17
162
$530K 0.16%
66,100
-49,300
163
$529K 0.16%
1,472
+300
164
$528K 0.16%
+20,363
165
$527K 0.16%
10,425
-43
166
$526K 0.16%
3,730
-115
167
$520K 0.15%
3,844
+1,813
168
$507K 0.15%
23,057
169
$506K 0.15%
3,785
-487
170
$504K 0.15%
15,353
+114
171
$501K 0.15%
1,208
172
$493K 0.15%
2,933
173
$488K 0.14%
+6,146
174
$484K 0.14%
22,028
175
$479K 0.14%
4,389
-53
5 6
7
8 9