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
$295M
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.32M
3
+$1.18M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.02M
5
TSLA icon
Tesla
TSLA
+$971K

Top Sells

1
+$1.39M
2
+$1.19M
3
+$1.19M
4
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$1.16M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.07M

Sector Composition

1 Technology 14.46%
2 Consumer Discretionary 9.5%
3 Financials 6.66%
4 Healthcare 4.11%
5 Consumer Staples 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$308K 0.1%
3,475
-999
227
$307K 0.1%
8,665
228
$301K 0.1%
1,450
-76
229
$299K 0.1%
4,049
-363
230
$298K 0.1%
11,060
-3,259
231
$293K 0.1%
11,775
232
$290K 0.1%
5,851
-1,000
233
$289K 0.1%
1,735
-30
234
$286K 0.1%
1,223
+1
235
$285K 0.1%
1,933
-331
236
$280K 0.1%
3,120
-429
237
$279K 0.09%
3,778
-297
238
$276K 0.09%
11,384
-12,284
239
$276K 0.09%
1,918
-110
240
$270K 0.09%
1,390
-47
241
$270K 0.09%
3,997
-242
242
$268K 0.09%
+3,596
243
$266K 0.09%
3,417
-36
244
$264K 0.09%
8,045
-1,162
245
$262K 0.09%
5,672
-600
246
$262K 0.09%
6,284
+50
247
$262K 0.09%
967
+22
248
$261K 0.09%
2,161
+199
249
$261K 0.09%
4,790
+410
250
$260K 0.09%
+9,487
8 9
10
11 12