IA
Insight Advisors Portfolio holdings
AUM
$620M
1-Year Return
12.74%
This Quarter Return
+7.62%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$473M
AUM Growth
+$36.4M
(+8.3%)
Cap. Flow
+$6.66M
Cap. Flow
% of AUM
1.41%
Top 10 Holdings %
Top 10 Hldgs %
51.56%
Holding
295
New
20
Increased
98
Reduced
141
Closed
11
Top Buys
| 1 |
Alpha Architect Tail Risk ETF
CAOS
|
$2.32M |
| 2 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
$2.11M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$2.02M |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
$1.71M |
| 5 |
Pacer US Cash Cows 100 ETF
COWZ
|
$1.15M |
Top Sells
Sector Composition
| 1 | Technology | 10.26% |
| 2 | Consumer Discretionary | 4.18% |
| 3 | Financials | 3.07% |
| 4 | Healthcare | 2.01% |
| 5 | Communication Services | 1.77% |
