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
$286M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$2.17M
3
+$2.13M
4
KSCD
KFA Small Cap Quality Dividend Index ETF
KSCD
+$2.1M
5
INTC icon
Intel
INTC
+$1.75M

Top Sells

1
+$1.06M
2
+$1.03M
3
+$1.02M
4
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$992K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$987K

Sector Composition

1 Technology 10.98%
2 Financials 6.83%
3 Consumer Discretionary 6.09%
4 Healthcare 4.8%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$383K 0.13%
2,442
+200
202
$381K 0.13%
15,741
+155
203
$380K 0.13%
3,773
-51
204
$378K 0.13%
+6,570
205
$375K 0.13%
4,415
+311
206
$375K 0.13%
+234
207
$374K 0.13%
1,506
+13
208
$374K 0.13%
8,210
+64
209
$374K 0.13%
25,976
+99
210
$372K 0.13%
5,156
-387
211
$371K 0.13%
+10,086
212
$369K 0.13%
7,767
-938
213
$367K 0.13%
4,050
+485
214
$366K 0.13%
9,065
-2,031
215
$366K 0.13%
5,659
+463
216
$363K 0.13%
7,653
-4,459
217
$363K 0.13%
2,923
-3,639
218
$362K 0.13%
1,986
-53
219
$356K 0.12%
20,173
+80
220
$354K 0.12%
7,393
+86
221
$347K 0.12%
15,068
-1,315
222
$341K 0.12%
+32,160
223
$338K 0.12%
7,834
224
$336K 0.12%
7,330
-1,300
225
$336K 0.12%
4,008
-14
7 8
9
10 11