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
$264M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12.7M
3
+$5.27M
4
NFLX icon
Netflix
NFLX
+$5.13M
5
VUG icon
Vanguard Growth ETF
VUG
+$4.79M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.15%
2 Consumer Discretionary 10.74%
3 Financials 6.58%
4 Communication Services 6.49%
5 Healthcare 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$215K 0.08%
+9,400
252
$215K 0.08%
+2,327
253
$212K 0.08%
+3,447
254
$210K 0.08%
+2,758
255
$201K 0.08%
+2,640
256
$201K 0.08%
+2,732
257
$184K 0.07%
+1,050
258
$162K 0.06%
+13,250
259
$157K 0.06%
+10,600
260
$134K 0.05%
+40,500
261
$114K 0.04%
+10,990
262
$101K 0.04%
+11,500
263
$86K 0.03%
+14,015
264
$86K 0.03%
+1,031
265
$67K 0.03%
+24,000
266
$61K 0.02%
+14,800
267
$58K 0.02%
+12,100
268
$50K 0.02%
+10,000
269
$45K 0.02%
+2,000
270
$32K 0.01%
+510
271
$31K 0.01%
+350
7 8 9 10
11