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
$319M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$1.62M
3
+$943K
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$853K
5
IGLD icon
FT Vest Gold Strategy Target Income ETF
IGLD
+$850K

Top Sells

1
+$6.04M
2
+$2.8M
3
+$2.74M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$1.22M
5
IPWR icon
Ideal Power
IPWR
+$873K

Sector Composition

1 Technology 15.37%
2 Consumer Discretionary 8.85%
3 Financials 6.98%
4 Communication Services 6.19%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$341K 0.11%
4,371
227
$340K 0.11%
5,969
-1,776
228
$339K 0.11%
1,810
-627
229
$336K 0.11%
5,829
-236
230
$335K 0.11%
2,932
-434
231
$331K 0.1%
12,500
232
$327K 0.1%
1,453
-1,491
233
$326K 0.1%
2,667
-168
234
$325K 0.1%
8,473
-1,120
235
$325K 0.1%
+6,189
236
$321K 0.1%
3,894
-107
237
$319K 0.1%
1,461
-11
238
$316K 0.1%
1,616
+3
239
$312K 0.1%
16,164
-2,258
240
$312K 0.1%
1,173
-325
241
$311K 0.1%
4,532
-1,550
242
$311K 0.1%
+2,251
243
$311K 0.1%
5,751
-60
244
$310K 0.1%
+2,132
245
$310K 0.1%
2,690
-147
246
$310K 0.1%
+9,063
247
$307K 0.1%
48,700
-3,500
248
$305K 0.1%
1,187
+36
249
$303K 0.1%
6,340
-1,966
250
$301K 0.09%
3,678
-398
8 9
10
11 12