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
$584M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$3.26M
3
+$1.55M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$1.43M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.21M

Top Sells

1
+$9.35M
2
+$1.61M
3
+$788K
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$704K
5
NVDA icon
NVIDIA
NVDA
+$639K

Sector Composition

1 Technology 12.62%
2 Consumer Discretionary 3.65%
3 Financials 3.25%
4 Communication Services 2.41%
5 Consumer Staples 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$330K 0.06%
1,455
-547
202
$329K 0.06%
2,973
-10
203
$329K 0.06%
13,240
-5,073
204
$320K 0.05%
9,057
-8,333
205
$319K 0.05%
4,224
-340
206
$315K 0.05%
4,005
-1,071
207
$313K 0.05%
545
+29
208
$310K 0.05%
11,953
-800
209
$308K 0.05%
732
-59
210
$308K 0.05%
1,371
-134
211
$308K 0.05%
2,779
+266
212
$307K 0.05%
8,138
+1,311
213
$302K 0.05%
6,842
-120
214
$301K 0.05%
8,308
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215
$300K 0.05%
5,075
216
$296K 0.05%
570
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217
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218
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7,834
219
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5,851
220
$293K 0.05%
4,160
-78
221
$292K 0.05%
3,757
-16
222
$291K 0.05%
1,187
-16
223
$289K 0.05%
5,385
224
$289K 0.05%
3,293
-491
225
$287K 0.05%
3,245
-154
7 8
9
10 11