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
$255M
AUM Growth
-$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$987K
3
+$547K
4
EXE
Expand Energy Corp
EXE
+$336K
5
FDX icon
FedEx
FDX
+$286K

Top Sells

1
+$73.3M
2
+$16.5M
3
+$538K
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$509K
5
RH icon
RH
RH
+$422K

Sector Composition

1 Technology 12.72%
2 Consumer Discretionary 8.75%
3 Financials 6.72%
4 Healthcare 4.54%
5 Consumer Staples 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$269K 0.11%
7,393
227
$268K 0.11%
4,055
+6
228
$265K 0.1%
963
-15
229
$256K 0.1%
1,918
230
$255K 0.1%
5,536
-179
231
$251K 0.1%
1,735
232
$251K 0.1%
3,778
233
$250K 0.1%
6,644
+100
234
$248K 0.1%
9,487
235
$248K 0.1%
8,677
+12
236
$246K 0.1%
5,738
-34
237
$245K 0.1%
7,981
+1,697
238
$244K 0.1%
4,858
-66
239
$244K 0.1%
3,502
-555
240
$240K 0.09%
2,887
+675
241
$237K 0.09%
8,244
+199
242
$235K 0.09%
1,680
-296
243
$233K 0.09%
3,754
-1,449
244
$232K 0.09%
5,477
-813
245
$231K 0.09%
2,151
-10
246
$231K 0.09%
3,399
-18
247
$230K 0.09%
9,357
+27
248
$230K 0.09%
2,560
+4
249
$230K 0.09%
+1,848
250
$230K 0.09%
3,817
-180
8 9
10
11 12