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
$424M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$11.5M
3
+$2.74M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.41M
5
PFE icon
Pfizer
PFE
+$1.13M

Top Sells

1
+$2.37M
2
+$2.15M
3
+$2.1M
4
PYPL icon
PayPal
PYPL
+$1.09M
5
AAPL icon
Apple
AAPL
+$993K

Sector Composition

1 Technology 8.77%
2 Consumer Discretionary 4.06%
3 Financials 3.69%
4 Healthcare 2.22%
5 Consumer Staples 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$354K 0.08%
974
-705
202
$349K 0.08%
2,601
-667
203
$347K 0.08%
3,467
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204
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205
$334K 0.08%
2,095
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206
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9,099
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207
$328K 0.08%
7,834
208
$328K 0.08%
7,257
209
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+9,230
210
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2,698
+1,397
211
$324K 0.08%
+4,270
212
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4,334
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213
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9,309
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214
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3,015
-6
215
$316K 0.07%
12,254
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216
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5,095
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217
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218
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219
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220
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13,042
221
$306K 0.07%
793
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222
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3,955
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223
$296K 0.07%
5,390
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224
$295K 0.07%
8,729
-3,217
225
$294K 0.07%
7,274
7 8
9
10 11