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Insight Advisors Portfolio holdings

AUM $525M
1-Year Est. Return 15.94%
This Fund
S&P 500
This Quarter Est. Return
+13.62%
1 Year Est. Return
+15.94%
3 Year Est. Return
+51.71%
5 Year Est. Return
+54.13%
10 Year Est. Return
–
AUM
$264M
AUM Growth
–
Cap. Flow
+$250M
Cap. Flow %
94.4%
Top 10 Hldgs %
24.63%
Holding
271
New
271
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$14.5M
2
AMZN icon
Amazon
AMZN
+$12.5M
3
NFLX icon
Netflix
NFLX
+$4.81M
4
PYPL icon
PayPal
PYPL
+$4.67M
5
VUG icon
Vanguard Growth ETF
VUG
+$4.53M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 14.15%
2 Consumer Discretionary 10.74%
3 Financials 6.6%
4 Communication Services 6.49%
5 Healthcare 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FPF
226
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.08B
$269K 0.1%
+11,170
New +$251K
KPTI icon
227
Karyopharm Therapeutics
KPTI
$168M
$267K 0.1%
+1,148
New +$266K
HDV
228
iShares Core High Dividend ETF
HDV
$14.4B
$266K 0.1%
+15,160
New +$257K
PEGA icon
229
Pegasystems
PEGA
$4.41B
$263K 0.1%
+3,948
New +$252K
FYX icon
230
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.36B
$259K 0.1%
+3,370
New +$230K
VCSH icon
231
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$258K 0.1%
+3,099
New +$257K
VO icon
232
Vanguard Mid-Cap ETF
VO
$106B
$257K 0.1%
+4,968
New +$241K
EBAY icon
233
eBay
EBAY
$48.6B
$254K 0.1%
+5,062
New +$258K
AGG icon
234
iShares Core US Aggregate Bond ETF
AGG
$138B
$253K 0.1%
+2,144
New +$253K
LVS icon
235
Las Vegas Sands
LVS
$30.5B
$250K 0.09%
+4,187
New +$223K
KSU
236
DELISTED
Kansas City Southern
KSU
$250K 0.09%
+1,223
New +$230K
RGR icon
237
Sturm, Ruger & Co
RGR
$610M
$241K 0.09%
+3,700
New +$238K
XOM icon
238
ExxonMobil
XOM
$651B
$237K 0.09%
+5,755
New +$216K
ABBV icon
239
AbbVie
ABBV
$458B
$235K 0.09%
+2,189
New +$210K
VCIT icon
240
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.1B
$233K 0.09%
+2,395
New +$231K
CHWY icon
241
Chewy
CHWY
$8.54B
$232K 0.09%
+2,577
New +$188K
PENN icon
242
PENN Entertainment
PENN
$2.74B
$232K 0.09%
+2,685
New +$192K
GD icon
243
General Dynamics
GD
$105B
$230K 0.09%
+1,547
New +$226K
CRWD icon
244
CrowdStrike
CRWD
$187B
$228K 0.09%
+4,300
New +$168K
ILCG icon
245
iShares Morningstar Growth ETF
ILCG
$3.1B
$228K 0.09%
+3,930
New +$218K
INTC icon
246
Intel
INTC
$466B
$228K 0.09%
+4,571
New +$223K
PSLV icon
247
Sprott Physical Silver Trust
PSLV
$11.9B
$228K 0.09%
+24,400
New +$210K
KMX icon
248
CarMax
KMX
$8.27B
$223K 0.08%
+2,365
New +$222K
IJJ icon
249
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.85B
$221K 0.08%
+2,564
New +$201K
MRVL icon
250
Marvell Technology
MRVL
$174B
$217K 0.08%
+4,565
New +$198K
7 8 9
10
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DSC
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DA
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OC
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SRFM
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CM
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ETS
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SLC
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Insight Advisors's Q4 2020 Portfolio in Review

Q4 2020 is the first quarter with a 13F filing on record for Insight Advisors, which disclosed 271 positions worth $264M. Its ten largest holdings account for 25% of the portfolio.

Its largest position is Apple: 120,908 shares worth $16M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, followed by Consumer Discretionary and Financials.

  • Insight Advisors's largest Q4 2020 buy was Apple: 120,908 shares worth $16M.
  • Insight Advisors's ten largest holdings make up 25% of its $264M portfolio in Q4 2020.
  • Insight Advisors disclosed 271 positions in Q4 2020, its first 13F filing on record.

Based on Insight Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.