IA

Insight Advisors Portfolio holdings

AUM $660M
1-Year Est. Return 14.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$620M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$4.09M
3
+$3.32M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.24M
5
WTV icon
WisdomTree US Value Fund
WTV
+$3.23M

Top Sells

1
+$5.47M
2
+$4.74M
3
+$3.7M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.87M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.31M

Sector Composition

1 Technology 11.6%
2 Financials 3.2%
3 Consumer Discretionary 2.99%
4 Communication Services 2.43%
5 Consumer Staples 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$174M 28.03%
1,957,013
+13,028
2
$36.9M 5.95%
327,386
+63,821
3
$21.2M 3.43%
134,479
-29,395
4
$20.6M 3.32%
33,346
+2,528
5
$17.8M 2.87%
86,734
-7,489
6
$14.7M 2.38%
175,923
+40,878
7
$14.5M 2.33%
275,552
+44,097
8
$10.3M 1.67%
47,078
-1,639
9
$9.6M 1.55%
34,842
+481
10
$8.85M 1.43%
17,798
-966
11
$8.64M 1.39%
198,118
-9,490
12
$7.17M 1.16%
83,036
+39,567
13
$6.76M 1.09%
132,843
+18,531
14
$6.7M 1.08%
12,141
-50
15
$6.31M 1.02%
14,402
-175
16
$6.17M 0.99%
10,861
+651
17
$6.05M 0.98%
149,435
-27,173
18
$5.56M 0.9%
209,795
+15,598
19
$4.88M 0.79%
96,382
+19,516
20
$4.78M 0.77%
79,863
-8,210
21
$4.54M 0.73%
25,788
+856
22
$4.54M 0.73%
7,308
-19
23
$4.26M 0.69%
95,869
+6,137
24
$4.12M 0.66%
+85,637
25
$3.98M 0.64%
8,186
-38
1
2 3 4 5