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
$437M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$3.14M
3
+$2.27M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.6M
5
AVGO icon
Broadcom
AVGO
+$1.22M

Top Sells

1
+$2.71M
2
+$2.69M
3
+$2.6M
4
C icon
Citigroup
C
+$1.7M
5
GAPR icon
FT Vest US Equity Moderate Buffer ETF April
GAPR
+$717K

Sector Composition

1 Technology 9.83%
2 Consumer Discretionary 4.24%
3 Financials 3.15%
4 Healthcare 2.09%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$447K 0.1%
7,796
-42
152
$436K 0.1%
3,328
-814
153
$434K 0.1%
8,612
-500
154
$433K 0.1%
4,195
+275
155
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32,361
-1,540
156
$428K 0.1%
15,655
-186
157
$421K 0.1%
5,844
-2,236
158
$410K 0.09%
1,855
+331
159
$407K 0.09%
5,621
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160
$406K 0.09%
2,674
161
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1,531
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162
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5,690
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163
$402K 0.09%
8,386
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164
$402K 0.09%
20,424
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165
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749
166
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11,697
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167
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168
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4,114
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169
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19,557
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170
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1,700
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171
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5,323
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172
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2,014
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173
$379K 0.09%
2,542
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174
$377K 0.09%
2,166
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175
$377K 0.09%
13,778
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5 6
7
8 9