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
$574M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$2.12M
3
+$2M
4
INTC icon
Intel
INTC
+$1.74M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.55M

Top Sells

1
+$2.73M
2
+$1.61M
3
+$1.57M
4
NVDA icon
NVIDIA
NVDA
+$1.24M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$1.11M

Sector Composition

1 Technology 11.97%
2 Consumer Discretionary 3.24%
3 Financials 3.06%
4 Communication Services 2.16%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$419K 0.07%
9,221
-4,358
177
$419K 0.07%
51,222
178
$418K 0.07%
12,721
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179
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2,002
+10
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6,146
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181
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5,237
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182
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2,859
+10
183
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6,488
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$405K 0.07%
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185
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20,267
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186
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187
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188
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645
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189
$393K 0.07%
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190
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6,803
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191
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194
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196
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747
197
$367K 0.06%
11,402
-6,595
198
$365K 0.06%
15,529
-8,705
199
$362K 0.06%
7,616
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200
$356K 0.06%
7,163
-397
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