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
$339M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$2.58M
3
+$1.6M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$1.36M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$1.07M

Top Sells

1
+$1.36M
2
+$1.35M
3
+$1.11M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.11M
5
NVDA icon
NVIDIA
NVDA
+$1.03M

Sector Composition

1 Technology 16.01%
2 Consumer Discretionary 9.25%
3 Financials 7.11%
4 Communication Services 5.68%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$474K 0.14%
16,014
+126
177
$469K 0.14%
6,401
+1
178
$469K 0.14%
3,780
+637
179
$464K 0.14%
7,690
-290
180
$459K 0.14%
2,641
+166
181
$458K 0.14%
7,759
-5,755
182
$454K 0.13%
5,353
183
$452K 0.13%
10,983
184
$452K 0.13%
5,164
185
$450K 0.13%
+3,295
186
$449K 0.13%
838
-150
187
$449K 0.13%
2,981
+27
188
$447K 0.13%
13,317
+762
189
$446K 0.13%
3,810
-493
190
$444K 0.13%
1,966
-444
191
$443K 0.13%
4,412
+38
192
$442K 0.13%
14,573
+218
193
$439K 0.13%
5,120
+83
194
$433K 0.13%
8,748
-703
195
$427K 0.13%
2,498
-627
196
$425K 0.13%
7,252
+590
197
$422K 0.12%
8,155
+685
198
$420K 0.12%
7,096
+306
199
$417K 0.12%
2,505
-100
200
$416K 0.12%
4,453
-66
6 7
8
9 10