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
$335M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.22M
3
+$1.14M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$914K

Top Sells

1
+$23.6M
2
+$10.8M
3
+$4.63M
4
AMD icon
Advanced Micro Devices
AMD
+$2.52M
5
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$2.48M

Sector Composition

1 Technology 16.3%
2 Consumer Discretionary 10.34%
3 Financials 7.21%
4 Communication Services 6.28%
5 Healthcare 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$345K 0.1%
6,851
227
$344K 0.1%
15,800
228
$343K 0.1%
4,422
-583
229
$341K 0.1%
7,728
+2,636
230
$340K 0.1%
5,632
231
$340K 0.1%
7,500
+786
232
$339K 0.1%
+18,270
233
$337K 0.1%
16,154
-10
234
$334K 0.1%
5,179
-650
235
$331K 0.1%
1,450
-11
236
$331K 0.1%
4,237
-764
237
$330K 0.1%
2,709
-223
238
$324K 0.1%
2,675
-15
239
$324K 0.1%
1,056
-117
240
$319K 0.1%
5,330
-460
241
$318K 0.1%
6,027
+139
242
$316K 0.09%
12,500
243
$314K 0.09%
1,584
-32
244
$314K 0.09%
+11,775
245
$311K 0.09%
1,311
+30
246
$307K 0.09%
7,473
-1,000
247
$301K 0.09%
3,678
248
$296K 0.09%
+5,800
249
$291K 0.09%
5,313
-1,194
250
$288K 0.09%
1,354
-99
8 9
10
11 12