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
$547M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$4.27M
3
+$3.47M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$3.16M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$2.2M

Top Sells

1
+$1.46M
2
+$1.41M
3
+$1.08M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$971K
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$914K

Sector Composition

1 Technology 12.25%
2 Consumer Discretionary 3.38%
3 Financials 2.97%
4 Communication Services 2.35%
5 Healthcare 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$498K 0.09%
10,069
-1,074
152
$494K 0.09%
1,629
+27
153
$492K 0.09%
10,230
-512
154
$488K 0.09%
2,679
-299
155
$480K 0.09%
20,440
-4,391
156
$473K 0.09%
1,800
+17
157
$471K 0.09%
6,018
+434
158
$471K 0.09%
6,456
+1,009
159
$470K 0.08%
1,410
+109
160
$465K 0.08%
17,510
+208
161
$465K 0.08%
5,276
+5
162
$455K 0.08%
2,011
+331
163
$454K 0.08%
2,084
+80
164
$452K 0.08%
4,324
+85
165
$444K 0.08%
15,938
+1,223
166
$443K 0.08%
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167
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5,756
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168
$441K 0.08%
7,607
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169
$439K 0.08%
2,515
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170
$437K 0.08%
4,100
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171
$433K 0.08%
17,525
+69
172
$431K 0.08%
4,869
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173
$426K 0.08%
6,800
+150
174
$425K 0.08%
1,992
-14
175
$424K 0.08%
2,475
+148
5 6
7
8 9