IA
Insight Advisors Portfolio holdings
AUM $571M
AUM
$571M
AUM Growth
-$13M (-2%)
Cap. Flow
+$13.5M
Cap. Flow % of AUM
2.36%
Top 10 Holdings %Top 10 Hldgs %
53.01%
Holding
296
New
13
Increased
125
Reduced
104
Closed
21
Top Buys
| 1 | $3.57M | |
| 2 | $2.26M | |
| 3 | $2.02M | |
| 4 | $1.5M | |
| 5 | $1.45M |
Top Sells
| 1 | $2.48M | |
| 2 | $752K | |
| 3 | $608K | |
| 4 | $584K | |
| 5 | $539K |
Sector Composition
| 1 | Technology | 10.88% |
| 2 | Financials | 3.37% |
| 3 | Consumer Discretionary | 2.99% |
| 4 | Communication Services | 2.23% |
| 5 | Consumer Staples | 1.72% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $226K | 0.04% | 454 -116 | -20% | -$57.8K | |||
| $224K | 0.04% | 4,903 +370 | +8% | +$16.9K | |||
| $222K | 0.04% | 1,280 -111 | -8% | -$19.2K | |||
| $219K | 0.04% | 2,486 | New | +$219K | |||
| $217K | 0.04% | 5,314 +71 | +1% | +$2.9K | |||
| $217K | 0.04% | 3,084 | New | +$217K | |||
| $215K | 0.04% | 2,733 +63 | +2% | +$4.97K | |||
| $215K | 0.04% | 8,477 | New | +$215K | |||
| $214K | 0.04% | 1,458 | New | +$214K | |||
| $213K | 0.04% | 3,003 +72 | +2% | +$5.1K | |||
| $210K | 0.04% | 8,686 | – | – | |||
| $209K | 0.04% | 546 -47 | -8% | -$18K | |||
| $202K | 0.04% | 2,558 | New | +$202K | |||
| $145K | 0.03% | 15,164 | – | – | |||
| $127K | 0.02% | 10,000 | – | – | |||
| $124K | 0.02% | 17,937 -2,600 | -13% | -$18K | |||
| $120K | 0.02% | 21,842 | – | – | |||
| $108K | 0.02% | 20,000 | – | – | |||
| $94K | 0.02% | 11,116 +316 | +3% | +$2.67K | |||
| $93.6K | 0.02% | 11,500 | – | – | |||
| $72.8K | 0.01% | 10,863 | New | +$72.8K | |||
| $66.9K | 0.01% | 11,360 | – | – | |||
| $31.1K | 0.01% | 28,243 -1,224 | -4% | -$1.35K | |||
| $20.2K | 0% | 20,800 | New | +$20.2K | |||
| $8.67K | 0% | 13,300 | New | +$8.67K |
