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
$473M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$2.11M
3
+$2.02M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.71M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.15M

Top Sells

1
+$1.9M
2
+$1.57M
3
+$1.54M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.54M
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$784K

Sector Composition

1 Technology 10.26%
2 Consumer Discretionary 4.18%
3 Financials 3.07%
4 Healthcare 2.01%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$475K 0.1%
9,458
-284
152
$475K 0.1%
22,224
+2,667
153
$462K 0.1%
+18,590
154
$459K 0.1%
32,957
+596
155
$457K 0.1%
4,090
-105
156
$446K 0.09%
1,878
+579
157
$445K 0.09%
764
+15
158
$444K 0.09%
+16,103
159
$443K 0.09%
16,186
-3,432
160
$442K 0.09%
5,540
-150
161
$441K 0.09%
4,259
+145
162
$437K 0.09%
8,612
163
$429K 0.09%
5,840
+252
164
$428K 0.09%
32,215
+292
165
$427K 0.09%
2,036
-5
166
$421K 0.09%
5,318
-5
167
$421K 0.09%
2,546
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168
$419K 0.09%
1,964
-50
169
$413K 0.09%
15,655
170
$410K 0.09%
1,408
-123
171
$410K 0.09%
20,518
+94
172
$408K 0.09%
1,696
-1
173
$400K 0.08%
4,400
174
$396K 0.08%
7,320
-103
175
$395K 0.08%
4,436
-61
5 6
7
8 9