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
$584M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$3.26M
3
+$1.55M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$1.43M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.21M

Top Sells

1
+$9.35M
2
+$1.61M
3
+$788K
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$704K
5
NVDA icon
NVIDIA
NVDA
+$639K

Sector Composition

1 Technology 12.62%
2 Consumer Discretionary 3.65%
3 Financials 3.25%
4 Communication Services 2.41%
5 Consumer Staples 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$168M 28.28%
1,918,314
+88,962
2
$29.2M 4.93%
265,154
-84,871
3
$24M 4.04%
94,985
-1,480
4
$23M 3.88%
167,072
-4,647
5
$16.5M 2.79%
28,130
+5,542
6
$10.7M 1.81%
48,478
+457
7
$9.86M 1.66%
198,351
+31,233
8
$8.88M 1.5%
109,704
+8,842
9
$8.25M 1.39%
192,221
+33,259
10
$7.99M 1.35%
18,804
-488
11
$7.78M 1.31%
33,003
-416
12
$7.24M 1.22%
145,596
+9,193
13
$6.04M 1.02%
176,694
+17,491
14
$6.01M 1.01%
14,518
-1,186
15
$6.01M 1.01%
11,652
+2,353
16
$5.65M 0.95%
94,605
-2,638
17
$5.56M 0.94%
109,367
-15,514
18
$5.19M 0.88%
119,506
+19,256
19
$4.87M 0.82%
25,448
+4
20
$4.74M 0.8%
8,757
+473
21
$4.58M 0.77%
168,054
+21,468
22
$3.99M 0.67%
6,747
23
$3.76M 0.63%
8,316
-281
24
$3.73M 0.63%
66,479
-4,944
25
$3.71M 0.63%
8,897
-838
1
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