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
$584M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$3.26M
3
+$1.55M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$1.43M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.21M

Top Sells

1
+$9.35M
2
+$1.61M
3
+$788K
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$704K
5
NVDA icon
NVIDIA
NVDA
+$639K

Sector Composition

1 Technology 12.62%
2 Consumer Discretionary 3.65%
3 Financials 3.25%
4 Communication Services 2.41%
5 Consumer Staples 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$512K 0.09%
1,410
+5
152
$511K 0.09%
6,619
-851
153
$509K 0.09%
1,963
-46
154
$507K 0.09%
2,661
+5
155
$506K 0.09%
1,435
+23
156
$480K 0.08%
5,287
+3
157
$475K 0.08%
49,325
-1,897
158
$468K 0.08%
2,533
+7
159
$465K 0.08%
5,813
-3,354
160
$462K 0.08%
9,663
-325
161
$461K 0.08%
17,453
162
$460K 0.08%
21,198
+1,254
163
$454K 0.08%
4,138
-204
164
$451K 0.08%
19,317
-3,226
165
$450K 0.08%
5,045
+7
166
$447K 0.08%
1,281
+332
167
$446K 0.08%
1,852
+208
168
$445K 0.08%
1,691
169
$445K 0.08%
6,325
+116
170
$443K 0.07%
6,151
-523
171
$438K 0.07%
16,277
-5,944
172
$436K 0.07%
4,198
-130
173
$429K 0.07%
16,420
-1,168
174
$427K 0.07%
2,425
-66
175
$418K 0.07%
795
+48
5 6
7
8 9