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
$515M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.68M
3
+$2.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.28M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.97M

Top Sells

1
+$1.59M
2
+$1.38M
3
+$1.28M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.22M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$965K

Sector Composition

1 Technology 11.6%
2 Consumer Discretionary 4.08%
3 Financials 3.58%
4 Communication Services 2.21%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$301K 0.06%
2,548
-7
227
$297K 0.06%
5,071
-1,226
228
$295K 0.06%
3,409
+30
229
$295K 0.06%
7,841
+7
230
$293K 0.06%
30,380
+6,856
231
$293K 0.06%
2,579
-34
232
$292K 0.06%
+911
233
$292K 0.06%
5,851
234
$290K 0.06%
6,949
235
$290K 0.06%
4,301
+2
236
$286K 0.05%
12,434
237
$284K 0.05%
7,159
+383
238
$276K 0.05%
3,820
239
$273K 0.05%
7,562
+882
240
$271K 0.05%
1,747
-20
241
$270K 0.05%
+8,283
242
$270K 0.05%
1,171
+15
243
$270K 0.05%
10,278
-500
244
$269K 0.05%
8,174
+139
245
$268K 0.05%
3,614
+301
246
$260K 0.05%
717
247
$260K 0.05%
7,560
-595
248
$258K 0.05%
6,211
-642
249
$257K 0.05%
5,385
-215
250
$257K 0.05%
5,292
-2,824
8 9
10
11 12