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
$316M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.09M
3
+$1.23M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$880K
5
F icon
Ford
F
+$875K

Top Sells

1
+$2.73M
2
+$1.66M
3
+$1.3M
4
DKNG icon
DraftKings
DKNG
+$995K
5
NVDA icon
NVIDIA
NVDA
+$785K

Sector Composition

1 Technology 13.9%
2 Consumer Discretionary 9.26%
3 Financials 7.5%
4 Communication Services 6.02%
5 Healthcare 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$361K 0.11%
+3,496
227
$360K 0.11%
+19,993
228
$359K 0.11%
+9,255
229
$352K 0.11%
10,983
230
$351K 0.11%
9,593
-330
231
$351K 0.11%
+33,970
232
$347K 0.11%
6,065
+310
233
$346K 0.11%
6,851
234
$345K 0.11%
5,811
+96
235
$345K 0.11%
2,469
-64
236
$342K 0.11%
6,082
+1,020
237
$341K 0.11%
+2,625
238
$338K 0.11%
12,500
239
$334K 0.11%
4,076
240
$333K 0.11%
8,855
-141
241
$330K 0.1%
18,422
-508
242
$330K 0.1%
1,472
243
$329K 0.1%
4,001
-1,382
244
$327K 0.1%
5,556
245
$326K 0.1%
4,990
+1,290
246
$325K 0.1%
+2,835
247
$325K 0.1%
2,837
248
$323K 0.1%
4,371
-1,170
249
$320K 0.1%
+4,280
250
$320K 0.1%
10,720
-4,186
8 9
10
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