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
$571M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$2.26M
3
+$2.02M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.5M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$1.45M

Top Sells

1
+$2.48M
2
+$782K
3
+$752K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$608K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$584K

Sector Composition

1 Technology 10.88%
2 Financials 3.37%
3 Consumer Discretionary 2.99%
4 Communication Services 2.23%
5 Consumer Staples 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$483K 0.08%
15,946
-474
152
$477K 0.08%
1,446
+36
153
$473K 0.08%
6,670
+345
154
$468K 0.08%
2,485
-48
155
$463K 0.08%
5,005
-1,495
156
$463K 0.08%
1,703
+9
157
$461K 0.08%
9,077
-586
158
$461K 0.08%
1,691
159
$454K 0.08%
1,289
+8
160
$444K 0.08%
21,198
161
$444K 0.08%
809
+14
162
$438K 0.08%
3,078
+210
163
$438K 0.08%
1,402
-33
164
$435K 0.08%
4,202
+4
165
$427K 0.07%
19,546
+229
166
$426K 0.07%
5,853
+1,301
167
$424K 0.07%
7,157
-9,095
168
$423K 0.07%
6,408
-4,225
169
$421K 0.07%
4,653
-392
170
$416K 0.07%
9,048
+1,059
171
$415K 0.07%
1,873
-283
172
$413K 0.07%
2,955
-115
173
$410K 0.07%
24,482
+12,241
174
$405K 0.07%
12,175
-4,405
175
$397K 0.07%
14,387
-4,362
5 6
7
8 9