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
$574M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$2.12M
3
+$2M
4
INTC icon
Intel
INTC
+$1.74M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.55M

Top Sells

1
+$2.73M
2
+$1.61M
3
+$1.57M
4
NVDA icon
NVIDIA
NVDA
+$1.24M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$1.11M

Sector Composition

1 Technology 11.97%
2 Consumer Discretionary 3.24%
3 Financials 3.06%
4 Communication Services 2.16%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$353K 0.06%
2,358
+2
202
$352K 0.06%
12,753
-1,901
203
$346K 0.06%
7,272
-274
204
$344K 0.06%
3,784
+3
205
$340K 0.06%
791
-23
206
$339K 0.06%
1,505
+10
207
$338K 0.06%
1,669
+1
208
$333K 0.06%
6,962
+5
209
$331K 0.06%
3,399
+21
210
$331K 0.06%
4,238
-113
211
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1,167
+1
212
$329K 0.06%
4,030
-70
213
$328K 0.06%
9,441
-5,103
214
$326K 0.06%
629
-21
215
$323K 0.06%
14,576
-57
216
$318K 0.05%
7,834
217
$316K 0.05%
2,556
+5
218
$311K 0.05%
8,075
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219
$309K 0.05%
5,076
-1,454
220
$307K 0.05%
7,174
+167
221
$306K 0.05%
8,673
-1,439
222
$306K 0.05%
2,983
+25
223
$300K 0.05%
1,447
+14
224
$299K 0.05%
1,171
225
$296K 0.05%
3,773
7 8
9
10 11