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
$339M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$2.58M
3
+$1.6M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$1.36M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$1.07M

Top Sells

1
+$1.36M
2
+$1.35M
3
+$1.11M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.11M
5
NVDA icon
NVIDIA
NVDA
+$1.03M

Sector Composition

1 Technology 16.01%
2 Consumer Discretionary 9.25%
3 Financials 7.11%
4 Communication Services 5.68%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.7M 6.98%
133,351
-5,328
2
$10.6M 3.14%
63,780
-2,740
3
$8.61M 2.54%
292,690
-35,000
4
$6.46M 1.9%
19,197
-1,957
5
$5.82M 1.72%
30,858
+8,481
6
$5.52M 1.63%
32,131
-733
7
$5.44M 1.6%
15,435
+48
8
$5.35M 1.58%
16,684
-362
9
$5.29M 1.56%
+13,285
10
$4.82M 1.42%
7,994
-132
11
$4.69M 1.38%
32,360
-2,520
12
$4.35M 1.28%
101,014
+14,294
13
$4.23M 1.25%
29,401
-561
14
$4.03M 1.19%
41,010
+3,277
15
$3.81M 1.12%
57,775
-3,756
16
$3.76M 1.11%
74,598
+26,949
17
$3.73M 1.1%
50,517
+14,475
18
$3.69M 1.09%
55,228
+8,197
19
$3.6M 1.06%
75,224
+17,509
20
$3.54M 1.05%
173,192
+50,480
21
$3.27M 0.97%
6,861
+9
22
$3.12M 0.92%
85,427
+27,580
23
$3.01M 0.89%
7,262
-340
24
$2.79M 0.82%
33,995
25
$2.67M 0.79%
18,129
+20
1
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