IA

Insight Advisors Portfolio holdings

AUM $660M
1-Year Est. Return 14.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$620M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$4.09M
3
+$3.32M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.24M
5
WTV icon
WisdomTree US Value Fund
WTV
+$3.23M

Top Sells

1
+$5.47M
2
+$4.74M
3
+$3.7M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.87M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.31M

Sector Composition

1 Technology 11.6%
2 Financials 3.2%
3 Consumer Discretionary 2.99%
4 Communication Services 2.43%
5 Consumer Staples 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$320K 0.05%
1,187
202
$319K 0.05%
10,012
+745
203
$316K 0.05%
4,579
-247
204
$316K 0.05%
3,473
+103
205
$316K 0.05%
1,171
206
$310K 0.05%
4,130
-2,278
207
$310K 0.05%
3,936
+2
208
$307K 0.05%
1,025
-342
209
$307K 0.05%
681
-53
210
$306K 0.05%
10,950
+2
211
$304K 0.05%
6,036
-12,058
212
$301K 0.05%
3,761
-295
213
$298K 0.05%
3,247
214
$298K 0.05%
7,320
+33
215
$297K 0.05%
+2,408
216
$293K 0.05%
5,851
217
$291K 0.05%
1,172
+3
218
$290K 0.05%
929
-37
219
$289K 0.05%
3,467
+7
220
$289K 0.05%
2,969
-996
221
$287K 0.05%
2,070
+1
222
$286K 0.05%
11,165
-1,537
223
$284K 0.05%
3,453
-24
224
$280K 0.05%
+1,360
225
$279K 0.04%
2,097
+7
7 8
9
10 11