IA
Insight Advisors Portfolio holdings
AUM $571M
AUM
$571M
AUM Growth
-$13M (-2%)
Cap. Flow
+$13.5M
Cap. Flow % of AUM
2.36%
Top 10 Holdings %Top 10 Hldgs %
53.01%
Holding
296
New
13
Increased
125
Reduced
104
Closed
21
Top Buys
| 1 | $3.57M | |
| 2 | $2.26M | |
| 3 | $2.02M | |
| 4 | $1.5M | |
| 5 | $1.45M |
Top Sells
| 1 | $2.48M | |
| 2 | $752K | |
| 3 | $608K | |
| 4 | $584K | |
| 5 | $539K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $277K | 0.05% | 5,386 +1 | +0% | +$51 | |||
| $276K | 0.05% | 3,477 -280 | -7% | -$22.2K | |||
| $274K | 0.05% | 14,676 +49 | +0.3% | +$915 | |||
| $273K | 0.05% | 948 | New | +$273K | |||
| $273K | 0.05% | 2,762 -17 | -0.6% | -$1.68K | |||
| $272K | 0.05% | 1,012 -23 | -2% | -$6.18K | |||
| $270K | 0.05% | 3,773 -23 | -0.6% | -$1.65K | |||
| $270K | 0.05% | 1,166 +18 | +2% | +$4.17K | |||
| $266K | 0.05% | 5,395 +550 | +11% | +$27.1K | |||
| $264K | 0.05% | 4,396 +23 | +0.5% | +$1.38K | |||
| $264K | 0.05% | 2,816 -16 | -0.6% | -$1.5K | |||
| $264K | 0.05% | 1,187 | – | – | |||
| $262K | 0.05% | 3,460 -700 | -17% | -$53K | |||
| $260K | 0.05% | 10,645 | – | – | |||
| $259K | 0.05% | 181 +7 | +4% | +$10K | |||
| $256K | 0.04% | 2,139 +1 | +0.1% | +$120 | |||
| $254K | 0.04% | 2,329 | – | – | |||
| $250K | 0.04% | 2,638 -1,500 | -36% | -$142K | |||
| $249K | 0.04% | 5,230 -1,090 | -17% | -$51.9K | |||
| $243K | 0.04% | 2,069 | – | – | |||
| $242K | 0.04% | 6,450 -1,858 | -22% | -$69.6K | |||
| $237K | 0.04% | 5,184 -1,743 | -25% | -$79.6K | |||
| $234K | 0.04% | 2,285 +11 | +0.5% | +$1.13K | |||
| $234K | 0.04% | 8,872 -2,284 | -20% | -$60.3K | |||
| $227K | 0.04% | 689 | New | +$227K |
