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
$286M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$2.17M
3
+$2.13M
4
KSCD
KFA Small Cap Quality Dividend Index ETF
KSCD
+$2.1M
5
INTC icon
Intel
INTC
+$1.75M

Top Sells

1
+$1.06M
2
+$1.03M
3
+$1.02M
4
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$992K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$987K

Sector Composition

1 Technology 10.98%
2 Financials 6.83%
3 Consumer Discretionary 6.09%
4 Healthcare 4.8%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18M 6.29%
+179,718
2
$14.3M 5%
114,233
-3,588
3
$4.8M 1.68%
31,593
-3,693
4
$4.76M 1.67%
19,872
-190
5
$4.69M 1.64%
54,628
-11,483
6
$4.17M 1.46%
70,174
+12,401
7
$3.94M 1.38%
98,403
-25,479
8
$3.77M 1.32%
41,859
-8,288
9
$3.58M 1.25%
50,024
-13,850
10
$3.47M 1.21%
57,623
-1,503
11
$3.37M 1.18%
15,903
-176
12
$3.18M 1.11%
96,683
-15,981
13
$3.15M 1.1%
51,211
-16,764
14
$3.14M 1.1%
35,213
-7,054
15
$2.95M 1.03%
32,945
-1,050
16
$2.91M 1.02%
150,599
+8,019
17
$2.72M 0.95%
19,438
+782
18
$2.72M 0.95%
190,160
-41,990
19
$2.71M 0.95%
105,103
+9,528
20
$2.65M 0.93%
54,904
-13,855
21
$2.63M 0.92%
63,434
-25,614
22
$2.5M 0.87%
181,380
-3,144
23
$2.49M 0.87%
55,518
-2,037
24
$2.46M 0.86%
32,982
-883
25
$2.45M 0.86%
53,470
+46,488
1
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