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
$547M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$4.27M
3
+$3.47M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$3.16M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$2.2M

Top Sells

1
+$1.46M
2
+$1.41M
3
+$1.08M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$971K
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$914K

Sector Composition

1 Technology 12.25%
2 Consumer Discretionary 3.38%
3 Financials 2.97%
4 Communication Services 2.35%
5 Healthcare 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$420K 0.08%
814
+2
177
$409K 0.07%
4,990
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179
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181
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182
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184
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185
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186
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187
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188
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189
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190
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195
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196
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198
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16,250
199
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14,697
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200
$363K 0.07%
4,641
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