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
$424M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$11.5M
3
+$2.74M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.41M
5
PFE icon
Pfizer
PFE
+$1.13M

Top Sells

1
+$2.37M
2
+$2.15M
3
+$2.1M
4
PYPL icon
PayPal
PYPL
+$1.09M
5
AAPL icon
Apple
AAPL
+$993K

Sector Composition

1 Technology 8.77%
2 Consumer Discretionary 4.06%
3 Financials 3.69%
4 Healthcare 2.22%
5 Consumer Staples 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$129M 30.4%
+1,672,893
2
$29.7M 6.98%
293,769
+114,051
3
$17.8M 4.19%
108,209
-6,024
4
$5.14M 1.21%
86,451
+16,277
5
$5M 1.17%
17,348
-2,524
6
$4.87M 1.14%
31,631
+38
7
$4.68M 1.1%
168,540
-21,620
8
$4.67M 1.1%
45,189
-9,439
9
$4.12M 0.97%
102,530
+4,127
10
$3.96M 0.93%
15,858
-45
11
$3.87M 0.91%
42,370
+511
12
$3.67M 0.86%
51,887
+1,863
13
$3.55M 0.83%
28,715
+11,434
14
$3.48M 0.82%
55,809
-1,814
15
$3.41M 0.8%
172,363
+21,764
16
$3.32M 0.78%
54,391
+3,180
17
$3.14M 0.74%
32,945
18
$3.03M 0.71%
69,348
+5,914
19
$3.03M 0.71%
95,852
-831
20
$3.02M 0.71%
185,220
+3,840
21
$3.02M 0.71%
14,533
-411
22
$2.99M 0.7%
28,857
-6,356
23
$2.92M 0.69%
109,592
+4,489
24
$2.84M 0.67%
55,869
+965
25
$2.74M 0.64%
+145,701
1
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