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
$571M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$2.26M
3
+$2.02M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.5M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$1.45M

Top Sells

1
+$2.48M
2
+$782K
3
+$752K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$608K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$584K

Sector Composition

1 Technology 10.88%
2 Financials 3.37%
3 Consumer Discretionary 2.99%
4 Communication Services 2.23%
5 Consumer Staples 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$171M 29.74%
1,943,985
+25,671
2
$29.4M 5.11%
263,565
-1,589
3
$20.9M 3.64%
94,223
-762
4
$17.8M 3.09%
163,874
-3,198
5
$17.2M 3%
30,818
+2,688
6
$10.8M 1.88%
135,045
+25,341
7
$10.2M 1.77%
231,455
+33,104
8
$9.27M 1.61%
48,717
+239
9
$9.02M 1.57%
207,608
+15,387
10
$7.04M 1.23%
18,764
-40
11
$6.43M 1.12%
176,608
-86
12
$5.81M 1.01%
114,312
+4,945
13
$5.78M 1%
133,101
+13,595
14
$5.75M 1%
34,361
+1,358
15
$5.72M 0.99%
12,191
+539
16
$5.43M 0.94%
194,197
+26,143
17
$5.41M 0.94%
14,577
+59
18
$5.27M 0.92%
88,073
-6,532
19
$5.25M 0.91%
10,210
+1,453
20
$4.74M 0.82%
95,536
-50,060
21
$4.38M 0.76%
8,224
-92
22
$4.12M 0.72%
7,327
+580
23
$3.93M 0.68%
89,732
+11,125
24
$3.91M 0.68%
71,332
+4,853
25
$3.89M 0.68%
76,866
+6,251
1
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