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
$574M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$2.12M
3
+$2M
4
INTC icon
Intel
INTC
+$1.74M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.55M

Top Sells

1
+$2.73M
2
+$1.61M
3
+$1.57M
4
NVDA icon
NVIDIA
NVDA
+$1.24M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$1.11M

Sector Composition

1 Technology 11.97%
2 Consumer Discretionary 3.24%
3 Financials 3.06%
4 Communication Services 2.16%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$158M 27.27%
1,829,352
+5,020
2
$38.1M 6.57%
350,025
-7,158
3
$22.5M 3.87%
96,465
-3,130
4
$20.9M 3.59%
171,719
-10,196
5
$13M 2.23%
22,588
+3,484
6
$8.95M 1.54%
48,021
+512
7
$8.39M 1.45%
100,862
+18,656
8
$8.3M 1.43%
19,292
-361
9
$7.62M 1.31%
167,118
+46,383
10
$7.11M 1.23%
158,962
+24,861
11
$6.67M 1.15%
136,403
+10,462
12
$6.36M 1.1%
124,881
+26,325
13
$6.03M 1.04%
15,704
+33
14
$5.98M 1.03%
159,203
-19,486
15
$5.82M 1%
97,243
+1,923
16
$5.77M 0.99%
33,419
+649
17
$4.58M 0.79%
100,250
+87,422
18
$4.54M 0.78%
9,299
+217
19
$4.37M 0.75%
8,284
+498
20
$4.22M 0.73%
25,444
-380
21
$4.13M 0.71%
71,423
-5,155
22
$4.13M 0.71%
146,586
+24,558
23
$4.03M 0.7%
79,464
+22,361
24
$3.96M 0.68%
8,597
-53
25
$3.89M 0.67%
6,747
+4
1
2 3 4 5