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
$286M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$2.17M
3
+$2.13M
4
KSCD
KFA Small Cap Quality Dividend Index ETF
KSCD
+$2.1M
5
INTC icon
Intel
INTC
+$1.75M

Top Sells

1
+$1.06M
2
+$1.03M
3
+$1.02M
4
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$992K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$987K

Sector Composition

1 Technology 10.98%
2 Financials 6.83%
3 Consumer Discretionary 6.09%
4 Healthcare 4.8%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$448K 0.16%
3,268
+419
177
$447K 0.16%
+21,845
178
$445K 0.16%
2,078
-109
179
$444K 0.16%
4,154
-324
180
$442K 0.15%
18,313
-7,022
181
$438K 0.15%
7,096
-854
182
$437K 0.15%
2,881
+13
183
$430K 0.15%
1,594
-5
184
$428K 0.15%
7,669
-453
185
$428K 0.15%
12,678
-1,200
186
$428K 0.15%
11,732
-965
187
$421K 0.15%
15,368
+888
188
$421K 0.15%
4,400
-86
189
$421K 0.15%
+20,170
190
$419K 0.15%
6,641
+416
191
$417K 0.15%
5,621
+747
192
$417K 0.15%
16,000
193
$414K 0.14%
+11,693
194
$413K 0.14%
2,414
-2,558
195
$411K 0.14%
3,200
+93
196
$407K 0.14%
3,792
-121
197
$405K 0.14%
12,725
-790
198
$402K 0.14%
15,354
+4
199
$393K 0.14%
6,758
+1,864
200
$386K 0.13%
11,946
-7,610
6 7
8
9 10