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
$574M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$2.12M
3
+$2M
4
INTC icon
Intel
INTC
+$1.74M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.55M

Top Sells

1
+$2.73M
2
+$1.61M
3
+$1.57M
4
NVDA icon
NVIDIA
NVDA
+$1.24M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$1.11M

Sector Composition

1 Technology 11.97%
2 Consumer Discretionary 3.24%
3 Financials 3.06%
4 Communication Services 2.16%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$529K 0.09%
3,102
-37
152
$527K 0.09%
9,988
-81
153
$524K 0.09%
2,656
-23
154
$524K 0.09%
2,320
+309
155
$519K 0.09%
22,543
+159
156
$511K 0.09%
1,691
-46
157
$501K 0.09%
6,674
+1,046
158
$501K 0.09%
1,820
+20
159
$499K 0.09%
1,412
-217
160
$496K 0.09%
17,453
-57
161
$495K 0.09%
2,086
+2
162
$492K 0.08%
2,491
+16
163
$484K 0.08%
4,328
+4
164
$479K 0.08%
2,526
+11
165
$474K 0.08%
1,416
+18
166
$473K 0.08%
5,143
-133
167
$471K 0.08%
5,038
+169
168
$467K 0.08%
15,669
-269
169
$467K 0.08%
9,241
-989
170
$458K 0.08%
4,400
171
$450K 0.08%
5,094
+153
172
$450K 0.08%
18,313
-11,335
173
$441K 0.08%
17,233
-3,207
174
$429K 0.07%
15,250
-1,000
175
$421K 0.07%
2,196
-5
5 6
7
8 9