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

Top Buys

1
+$3.74M
2
+$3.1M
3
+$2.28M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.54M
5
AVGO icon
Broadcom
AVGO
+$1.16M

Top Sells

1
+$2.56M
2
+$2.56M
3
+$2.46M
4
C icon
Citigroup
C
+$1.59M
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
$431K 0.1%
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
+22
160
$406K 0.09%
2,674
161
$405K 0.09%
1,531
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162
$405K 0.09%
5,690
-400
163
$402K 0.09%
8,386
-277
164
$402K 0.09%
20,424
+81
165
$402K 0.09%
749
166
$402K 0.09%
11,697
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167
$401K 0.09%
686
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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
$391K 0.09%
1,700
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171
$385K 0.09%
5,323
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172
$381K 0.09%
2,014
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173
$379K 0.09%
2,542
+53
174
$377K 0.09%
2,041
+12
175
$377K 0.09%
13,778
-500
5 6
7
8 9