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
$424M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$11.5M
3
+$2.74M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.41M
5
PFE icon
Pfizer
PFE
+$1.13M

Top Sells

1
+$2.37M
2
+$2.15M
3
+$2.1M
4
PYPL icon
PayPal
PYPL
+$1.09M
5
AAPL icon
Apple
AAPL
+$993K

Sector Composition

1 Technology 8.77%
2 Consumer Discretionary 4.06%
3 Financials 3.69%
4 Healthcare 2.22%
5 Consumer Staples 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$484K 0.11%
9,722
-2,726
152
$483K 0.11%
9,512
-1,560
153
$482K 0.11%
16,867
-16,926
154
$482K 0.11%
3,778
-14
155
$482K 0.11%
25,602
-8,294
156
$481K 0.11%
2,694
157
$475K 0.11%
23,557
158
$475K 0.11%
16,632
+1,264
159
$472K 0.11%
2,365
-1,561
160
$472K 0.11%
33,789
+17,964
161
$468K 0.11%
4,682
-2,444
162
$467K 0.11%
5,650
+3,300
163
$465K 0.11%
7,449
-888
164
$463K 0.11%
3,094
-106
165
$461K 0.11%
16,835
-5,219
166
$445K 0.1%
10,621
+535
167
$442K 0.1%
4,115
-141
168
$442K 0.1%
17,616
+52
169
$437K 0.1%
22,994
-11,726
170
$435K 0.1%
6,269
-194
171
$434K 0.1%
1,898
-1,432
172
$429K 0.1%
5,635
+14
173
$429K 0.1%
7,869
+200
174
$425K 0.1%
17,738
-4,107
175
$423K 0.1%
2,781
-100
5 6
7
8 9