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
$339M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$2.58M
3
+$1.6M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$1.36M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$1.07M

Top Sells

1
+$1.36M
2
+$1.35M
3
+$1.11M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.11M
5
NVDA icon
NVIDIA
NVDA
+$1.03M

Sector Composition

1 Technology 16.01%
2 Consumer Discretionary 9.25%
3 Financials 7.11%
4 Communication Services 5.68%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$416K 0.12%
19,882
-4,180
202
$413K 0.12%
7,429
-956
203
$413K 0.12%
6,619
-720
204
$410K 0.12%
6,469
-820
205
$408K 0.12%
3,016
+5
206
$408K 0.12%
4,781
207
$406K 0.12%
6,812
-24
208
$405K 0.12%
2,836
-17
209
$401K 0.12%
7,808
-42
210
$400K 0.12%
8,082
211
$400K 0.12%
7,835
-178
212
$395K 0.12%
5,495
+1,815
213
$394K 0.12%
4,107
-1,475
214
$393K 0.12%
21,161
+2,058
215
$392K 0.12%
5,741
-165
216
$381K 0.11%
5,212
-2,959
217
$379K 0.11%
5,270
-60
218
$373K 0.11%
7,400
-50
219
$367K 0.11%
30,595
+3,045
220
$366K 0.11%
+1,580
221
$361K 0.11%
5,310
-2,261
222
$361K 0.11%
1,730
-347
223
$357K 0.11%
+4,221
224
$352K 0.1%
1,393
-467
225
$349K 0.1%
13,175
-5,677
7 8
9
10 11