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
$473M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$2.11M
3
+$2.02M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.71M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.15M

Top Sells

1
+$1.9M
2
+$1.57M
3
+$1.54M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.54M
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$784K

Sector Composition

1 Technology 10.26%
2 Consumer Discretionary 4.18%
3 Financials 3.07%
4 Healthcare 2.01%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$392K 0.08%
8,116
-270
177
$391K 0.08%
1,323
-39
178
$386K 0.08%
3,036
179
$384K 0.08%
+5,065
180
$383K 0.08%
6,239
-10,280
181
$380K 0.08%
16,039
-62
182
$379K 0.08%
636
-1
183
$377K 0.08%
2,610
-86
184
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17,302
-4,700
185
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705
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186
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855
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187
$361K 0.08%
+6,297
188
$360K 0.08%
2,320
-222
189
$358K 0.08%
16,250
190
$352K 0.07%
3,757
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191
$351K 0.07%
10,422
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195
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196
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197
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745
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198
$336K 0.07%
7,293
-35
199
$334K 0.07%
810
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200
$328K 0.07%
+3,171
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