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
$437M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.1M
3
+$2.28M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.54M
5
AVGO icon
Broadcom
AVGO
+$1.16M

Top Sells

1
+$2.56M
2
+$2.56M
3
+$2.46M
4
C icon
Citigroup
C
+$1.59M
5
GAPR icon
FT Vest US Equity Moderate Buffer ETF April
GAPR
+$717K

Sector Composition

1 Technology 9.83%
2 Consumer Discretionary 4.24%
3 Financials 3.15%
4 Healthcare 2.09%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$144M 32.81%
1,765,900
+2,933
2
$27.1M 6.2%
261,495
+22,033
3
$17.9M 4.08%
104,304
-1,369
4
$8.06M 1.84%
185,280
+7,730
5
$5.72M 1.31%
96,296
+888
6
$5.63M 1.29%
44,276
-580
7
$5.6M 1.28%
17,743
+451
8
$5.35M 1.22%
34,438
+860
9
$4.27M 0.98%
15,691
+45
10
$4.02M 0.92%
45,399
-3,474
11
$3.84M 0.88%
60,446
+2,502
12
$3.74M 0.86%
+75,682
13
$3.67M 0.84%
80,284
-108
14
$3.67M 0.84%
28,020
-210
15
$3.65M 0.83%
14,582
+77
16
$3.4M 0.78%
32,945
17
$3.25M 0.74%
178,500
-4,984
18
$3.1M 0.71%
+74,431
19
$2.99M 0.68%
56,250
+1,632
20
$2.91M 0.67%
160,797
-22,226
21
$2.8M 0.64%
72,747
+857
22
$2.77M 0.63%
111,518
+1,629
23
$2.68M 0.61%
6,274
+572
24
$2.65M 0.61%
19,246
+63
25
$2.63M 0.6%
6,127
-18
1
2 3 4 5