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
$547M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$4.27M
3
+$3.47M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$3.16M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$2.2M

Top Sells

1
+$1.46M
2
+$1.41M
3
+$1.08M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$971K
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$914K

Sector Composition

1 Technology 12.25%
2 Consumer Discretionary 3.38%
3 Financials 2.97%
4 Communication Services 2.35%
5 Healthcare 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$155M 27.97%
1,824,332
+40,853
2
$38.5M 6.96%
357,183
+57,117
3
$22.5M 4.06%
181,915
-11,425
4
$21M 3.79%
99,595
-3,352
5
$10.4M 1.88%
19,104
+7,854
6
$9.18M 1.66%
47,509
-366
7
$8.79M 1.59%
19,653
+105
8
$6.42M 1.16%
82,206
+9,011
9
$6.27M 1.13%
178,689
+51,460
10
$5.86M 1.06%
15,671
+4
11
$5.76M 1.04%
134,101
+49,407
12
$5.72M 1.03%
125,941
+20,166
13
$5.68M 1.03%
95,320
+161
14
$5.41M 0.98%
120,735
+49,024
15
$5.26M 0.95%
32,770
-600
16
$5M 0.9%
98,556
+62,216
17
$4.7M 0.85%
25,824
+431
18
$4.35M 0.79%
9,082
+886
19
$4.17M 0.75%
76,578
-6,424
20
$3.89M 0.7%
7,786
+4,028
21
$3.69M 0.67%
6,743
-63
22
$3.59M 0.65%
19,676
-5,928
23
$3.52M 0.64%
8,650
+79
24
$3.49M 0.63%
74,689
+11,345
25
$3.49M 0.63%
80,086
-4,940
1
2 3 4 5