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
$424M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$11.5M
3
+$2.74M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.41M
5
PFE icon
Pfizer
PFE
+$1.13M

Top Sells

1
+$2.37M
2
+$2.15M
3
+$2.1M
4
PYPL icon
PayPal
PYPL
+$1.09M
5
AAPL icon
Apple
AAPL
+$993K

Sector Composition

1 Technology 8.77%
2 Consumer Discretionary 4.06%
3 Financials 3.69%
4 Healthcare 2.22%
5 Consumer Staples 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$421K 0.1%
4,400
177
$415K 0.1%
29,216
+3,240
178
$414K 0.1%
3,920
-633
179
$414K 0.1%
8,795
-11,010
180
$410K 0.1%
15,841
+100
181
$409K 0.1%
+19,042
182
$397K 0.09%
2,078
183
$390K 0.09%
+16,005
184
$390K 0.09%
1,183
-563
185
$389K 0.09%
9,650
-1,052
186
$385K 0.09%
4,460
+45
187
$380K 0.09%
7,956
+189
188
$380K 0.09%
16,000
189
$380K 0.09%
5,675
-895
190
$379K 0.09%
16,146
+1,078
191
$377K 0.09%
1,987
+1
192
$376K 0.09%
1,317
-277
193
$376K 0.09%
5,255
-1,611
194
$375K 0.09%
20,260
+87
195
$370K 0.09%
+15,515
196
$368K 0.09%
5,572
-87
197
$366K 0.09%
+19,933
198
$363K 0.09%
8,316
-3,084
199
$360K 0.08%
7,962
-47,556
200
$354K 0.08%
1,553
+47
6 7
8
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