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
$473M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$2.11M
3
+$2.02M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.71M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.15M

Top Sells

1
+$1.9M
2
+$1.57M
3
+$1.54M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.54M
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$784K

Sector Composition

1 Technology 10.26%
2 Consumer Discretionary 4.18%
3 Financials 3.07%
4 Healthcare 2.01%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$149M 31.52%
1,793,774
+27,874
2
$29.6M 6.26%
281,515
+20,020
3
$20.2M 4.27%
104,853
+549
4
$9.69M 2.05%
195,590
+10,310
5
$6.88M 1.45%
45,274
+998
6
$6.69M 1.41%
17,792
+49
7
$5.85M 1.24%
34,304
-134
8
$5.78M 1.22%
96,801
+505
9
$5.08M 1.07%
97,753
+22,071
10
$5M 1.06%
10,522
+4,248
11
$4.87M 1.03%
15,655
-36
12
$4.59M 0.97%
95,480
+21,049
13
$4.22M 0.89%
60,054
-392
14
$4.1M 0.87%
81,746
+1,462
15
$3.96M 0.84%
28,341
+321
16
$3.77M 0.8%
39,640
-5,759
17
$3.66M 0.77%
14,733
+151
18
$3.48M 0.73%
167,592
-10,908
19
$3.47M 0.73%
180,678
+19,881
20
$3.4M 0.72%
80,846
+8,099
21
$3.28M 0.69%
32,945
22
$3.2M 0.68%
28,680
-10
23
$3.15M 0.67%
6,606
+479
24
$2.87M 0.61%
19,177
-69
25
$2.87M 0.61%
112,077
+559
1
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