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
$286M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$2.17M
3
+$2.13M
4
KSCD
KFA Small Cap Quality Dividend Index ETF
KSCD
+$2.1M
5
INTC icon
Intel
INTC
+$1.75M

Top Sells

1
+$1.06M
2
+$1.03M
3
+$1.02M
4
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$992K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$987K

Sector Composition

1 Technology 10.98%
2 Financials 6.83%
3 Consumer Discretionary 6.09%
4 Healthcare 4.8%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$511K 0.18%
10,162
+214
152
$510K 0.18%
8,337
-969
153
$504K 0.18%
3,459
-100
154
$500K 0.17%
11,400
-1,200
155
$499K 0.17%
10,375
-225
156
$499K 0.17%
10,013
+711
157
$493K 0.17%
7,126
-368
158
$492K 0.17%
4,553
+129
159
$490K 0.17%
3,610
-206
160
$490K 0.17%
12,677
+387
161
$490K 0.17%
2,786
-122
162
$490K 0.17%
9,927
+352
163
$484K 0.17%
5,169
-268
164
$480K 0.17%
33,896
-18,628
165
$467K 0.16%
2,694
-170
166
$467K 0.16%
6,463
+118
167
$465K 0.16%
6,866
-61
168
$464K 0.16%
+32,580
169
$464K 0.16%
14,636
-968
170
$464K 0.16%
17,564
+2
171
$462K 0.16%
2,847
-1,654
172
$461K 0.16%
4,256
+367
173
$457K 0.16%
23,557
174
$457K 0.16%
3,946
-396
175
$448K 0.16%
+10,328
5 6
7
8 9