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
$437M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.1M
3
+$2.28M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.54M
5
AVGO icon
Broadcom
AVGO
+$1.16M

Top Sells

1
+$2.56M
2
+$2.56M
3
+$2.46M
4
C icon
Citigroup
C
+$1.59M
5
GAPR icon
FT Vest US Equity Moderate Buffer ETF April
GAPR
+$717K

Sector Composition

1 Technology 9.83%
2 Consumer Discretionary 4.24%
3 Financials 3.15%
4 Healthcare 2.09%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$303K 0.07%
2,863
+151
202
$303K 0.07%
4,336
+1
203
$300K 0.07%
8,642
+15
204
$299K 0.07%
2,696
-24
205
$299K 0.07%
2,918
206
$296K 0.07%
7,834
207
$293K 0.07%
775
-360
208
$291K 0.07%
5,851
209
$286K 0.07%
7,212
-340
210
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4,560
-10
211
$285K 0.07%
7,274
212
$285K 0.07%
2,610
213
$282K 0.06%
16,250
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214
$282K 0.06%
3,733
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215
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6,733
-38,758
216
$276K 0.06%
1,299
-7
217
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1,524
218
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219
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220
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221
$266K 0.06%
4,576
-1,731
222
$265K 0.06%
+14,339
223
$264K 0.06%
1,302
-291
224
$264K 0.06%
+2,621
225
$263K 0.06%
5,176
7 8
9
10 11