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
$547M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$4.27M
3
+$3.47M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$3.16M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$2.2M

Top Sells

1
+$1.46M
2
+$1.41M
3
+$1.08M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$971K
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$914K

Sector Composition

1 Technology 12.25%
2 Consumer Discretionary 3.38%
3 Financials 2.97%
4 Communication Services 2.35%
5 Healthcare 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$361K 0.07%
650
-24
202
$360K 0.07%
6,530
-346
203
$352K 0.06%
4,512
-35
204
$345K 0.06%
+7,546
205
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206
$337K 0.06%
1,495
-11
207
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8,922
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208
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209
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875
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210
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747
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211
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15,769
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212
$326K 0.06%
10,112
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213
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14,633
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214
$318K 0.06%
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215
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216
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220
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221
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535
222
$306K 0.06%
1,433
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223
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3,080
-180
224
$304K 0.06%
6,957
+8
225
$292K 0.05%
5,851
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9
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