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
$316M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.09M
3
+$1.23M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$880K
5
F icon
Ford
F
+$875K

Top Sells

1
+$2.73M
2
+$1.66M
3
+$1.3M
4
DKNG icon
DraftKings
DKNG
+$995K
5
NVDA icon
NVIDIA
NVDA
+$785K

Sector Composition

1 Technology 13.9%
2 Consumer Discretionary 9.26%
3 Financials 7.5%
4 Communication Services 6.02%
5 Healthcare 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$318K 0.1%
9,984
-266
252
$315K 0.1%
3,518
+833
253
$314K 0.1%
+1,118
254
$313K 0.1%
10,500
255
$309K 0.1%
5,534
+192
256
$307K 0.1%
1,613
+66
257
$306K 0.1%
2,184
+1,036
258
$302K 0.1%
3,450
-58
259
$301K 0.1%
5,950
260
$300K 0.1%
2,540
+60
261
$300K 0.1%
+5,854
262
$297K 0.09%
+13,194
263
$297K 0.09%
4,179
+17
264
$295K 0.09%
1,784
-386
265
$294K 0.09%
+3,860
266
$287K 0.09%
+2,007
267
$287K 0.09%
2,564
+375
268
$285K 0.09%
2,980
-52
269
$283K 0.09%
3,072
-298
270
$277K 0.09%
3,354
+255
271
$275K 0.09%
1,186
-56
272
$275K 0.09%
11,950
-3,000
273
$271K 0.09%
+28,100
274
$266K 0.08%
+6,915
275
$266K 0.08%
+5,235
9 10
11
12 13