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
$334M
AUM Growth
-$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.41M
3
+$1.37M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.19M
5
GLD icon
SPDR Gold Trust
GLD
+$1.16M

Top Sells

1
+$1.93M
2
+$1.41M
3
+$1.02M
4
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$956K
5
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$895K

Sector Composition

1 Technology 14.45%
2 Consumer Discretionary 8.82%
3 Financials 6.95%
4 Communication Services 4.18%
5 Consumer Staples 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$356K 0.11%
5,712
-29
227
$355K 0.11%
+3,549
228
$353K 0.11%
3,881
+71
229
$352K 0.11%
9,207
+1,406
230
$352K 0.11%
+12,690
231
$349K 0.1%
4,125
-328
232
$347K 0.1%
1,526
+438
233
$344K 0.1%
7,716
+1,298
234
$342K 0.1%
4,412
+170
235
$341K 0.1%
6,851
236
$339K 0.1%
+8,665
237
$336K 0.1%
3,909
+1,168
238
$334K 0.1%
9,075
-6,020
239
$329K 0.1%
+4,650
240
$328K 0.1%
1,360
-44
241
$324K 0.1%
5,710
242
$319K 0.1%
6,300
+500
243
$319K 0.1%
4,075
-146
244
$316K 0.09%
3,856
-1,308
245
$312K 0.09%
1,765
+342
246
$310K 0.09%
+1,675
247
$308K 0.09%
2,028
+390
248
$308K 0.09%
1,437
-20
249
$298K 0.09%
4,239
-973
250
$296K 0.09%
11,775
8 9
10
11 12