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
$584M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$3.26M
3
+$1.55M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$1.43M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.21M

Top Sells

1
+$9.35M
2
+$1.61M
3
+$788K
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$704K
5
NVDA icon
NVIDIA
NVDA
+$639K

Sector Composition

1 Technology 12.62%
2 Consumer Discretionary 3.65%
3 Financials 3.25%
4 Communication Services 2.41%
5 Consumer Staples 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$412K 0.07%
6,138
-8
177
$412K 0.07%
12,846
-6,113
178
$402K 0.07%
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179
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180
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181
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182
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183
$390K 0.07%
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184
$383K 0.06%
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-277
185
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186
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12,721
187
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188
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189
$372K 0.06%
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190
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191
$369K 0.06%
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194
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195
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196
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11,750
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197
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1,035
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198
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3,095
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199
$338K 0.06%
14,627
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200
$338K 0.06%
14,237
-2,996
6 7
8
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