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
$473M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$2.11M
3
+$2.02M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.71M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.15M

Top Sells

1
+$1.9M
2
+$1.57M
3
+$1.54M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.54M
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$784K

Sector Composition

1 Technology 10.26%
2 Consumer Discretionary 4.18%
3 Financials 3.07%
4 Healthcare 2.01%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$327K 0.07%
6,365
-368
202
$324K 0.07%
12,636
-154
203
$322K 0.07%
1,686
-940
204
$318K 0.07%
5,168
+12
205
$316K 0.07%
2,918
206
$311K 0.07%
1,513
-11
207
$309K 0.07%
5,175
-141
208
$307K 0.06%
2,627
+17
209
$306K 0.06%
4,159
-177
210
$304K 0.06%
6,650
211
$302K 0.06%
3,778
+800
212
$299K 0.06%
3,379
-354
213
$298K 0.06%
8,147
-495
214
$297K 0.06%
+5,138
215
$297K 0.06%
1,991
-11
216
$293K 0.06%
2,777
-86
217
$292K 0.06%
5,851
218
$291K 0.06%
2,555
-11
219
$291K 0.06%
10,778
-3,000
220
$289K 0.06%
3,836
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221
$288K 0.06%
2,613
-51
222
$286K 0.06%
6,949
-325
223
$284K 0.06%
8,155
-400
224
$281K 0.06%
7,834
225
$277K 0.06%
4,299
-24
7 8
9
10 11