IA
Insight Advisors Portfolio holdings
AUM
$620M
1-Year Return
12.74%
This Quarter Return
-1.91%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$437M
AUM Growth
-$11.1M
(-2.5%)
Cap. Flow
-$55.9K
Cap. Flow
% of AUM
-0.01%
Top 10 Holdings %
Top 10 Hldgs %
52.04%
Holding
293
New
9
Increased
99
Reduced
129
Closed
18
Top Buys
| 1 |
Pacer US Cash Cows 100 ETF
COWZ
|
$3.74M |
| 2 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$3.1M |
| 3 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
$2.28M |
| 4 |
Vanguard International Dividend Appreciation ETF
VIGI
|
$1.54M |
| 5 |
Broadcom
AVGO
|
$1.16M |
Top Sells
Sector Composition
| 1 | Technology | 9.83% |
| 2 | Consumer Discretionary | 4.24% |
| 3 | Financials | 3.15% |
| 4 | Healthcare | 2.09% |
| 5 | Communication Services | 1.75% |
