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
$571M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$2.26M
3
+$2.02M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.5M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$1.45M

Top Sells

1
+$2.48M
2
+$782K
3
+$752K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$608K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$584K

Sector Composition

1 Technology 10.88%
2 Financials 3.37%
3 Consumer Discretionary 2.99%
4 Communication Services 2.23%
5 Consumer Staples 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$395K 0.07%
3,239
+75
177
$389K 0.07%
3,687
178
$388K 0.07%
13,222
+501
179
$380K 0.07%
1,367
-4
180
$379K 0.07%
5,155
-996
181
$378K 0.07%
2,212
+51
182
$373K 0.06%
2,352
+40
183
$369K 0.06%
9,375
-27
184
$361K 0.06%
7,834
185
$361K 0.06%
2,354
-49
186
$349K 0.06%
8,128
+1,579
187
$345K 0.06%
4,224
188
$340K 0.06%
1,449
189
$338K 0.06%
357
-2
190
$338K 0.06%
3,306
-5,947
191
$337K 0.06%
4,053
+3
192
$337K 0.06%
734
+2
193
$335K 0.06%
4,826
-1,999
194
$335K 0.06%
6,670
195
$329K 0.06%
2,479
196
$324K 0.06%
12,702
-3,172
197
$321K 0.06%
10,089
+2,791
198
$319K 0.06%
5,168
+93
199
$318K 0.06%
5,010
+25
200
$317K 0.06%
49,325
6 7
8
9 10