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
$437M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.1M
3
+$2.28M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.54M
5
AVGO icon
Broadcom
AVGO
+$1.16M

Top Sells

1
+$2.56M
2
+$2.56M
3
+$2.46M
4
C icon
Citigroup
C
+$1.59M
5
GAPR icon
FT Vest US Equity Moderate Buffer ETF April
GAPR
+$717K

Sector Composition

1 Technology 9.83%
2 Consumer Discretionary 4.24%
3 Financials 3.15%
4 Healthcare 2.09%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$376K 0.09%
4,400
177
$372K 0.09%
19,495
-1,384
178
$372K 0.09%
1,362
-79
179
$371K 0.08%
7,423
-1,019
180
$371K 0.08%
4,497
+22
181
$363K 0.08%
16,101
+31
182
$362K 0.08%
5,588
+16
183
$362K 0.08%
1,697
-9
184
$350K 0.08%
3,036
185
$347K 0.08%
16,395
-2,200
186
$345K 0.08%
5,316
-683
187
$341K 0.08%
6,542
+1,250
188
$341K 0.08%
2,819
+9
189
$338K 0.08%
827
-177
190
$338K 0.08%
2,002
+31
191
$337K 0.08%
850
-50
192
$335K 0.08%
7,328
-503
193
$325K 0.07%
637
-110
194
$324K 0.07%
3,645
195
$323K 0.07%
3,044
196
$316K 0.07%
10,672
-797
197
$315K 0.07%
12,620
198
$311K 0.07%
9,273
+16
199
$311K 0.07%
12,790
+245
200
$305K 0.07%
11,155
-3,237
6 7
8
9 10