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
$319M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$1.62M
3
+$943K
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$853K
5
IGLD icon
FT Vest Gold Strategy Target Income ETF
IGLD
+$850K

Top Sells

1
+$6.04M
2
+$2.8M
3
+$2.74M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$1.22M
5
IPWR icon
Ideal Power
IPWR
+$873K

Sector Composition

1 Technology 15.37%
2 Consumer Discretionary 8.85%
3 Financials 6.98%
4 Communication Services 6.19%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$294K 0.09%
2,896
-600
252
$292K 0.09%
6,714
-1,206
253
$287K 0.09%
3,282
-168
254
$285K 0.09%
69,650
-4,500
255
$281K 0.09%
989
-27
256
$280K 0.09%
5,550
-400
257
$279K 0.09%
3,076
+4
258
$279K 0.09%
1,281
-363
259
$278K 0.09%
3,354
260
$270K 0.08%
3,680
-600
261
$270K 0.08%
3,970
-209
262
$269K 0.08%
3,562
-1,428
263
$265K 0.08%
1,465
+334
264
$261K 0.08%
947
-399
265
$259K 0.08%
+1,101
266
$258K 0.08%
+4,513
267
$256K 0.08%
1,066
-120
268
$255K 0.08%
1,629
-378
269
$253K 0.08%
1,318
-645
270
$252K 0.08%
2,952
+100
271
$246K 0.08%
651
-44
272
$241K 0.08%
+2,347
273
$240K 0.08%
2,498
+159
274
$240K 0.08%
2,737
-1,123
275
$239K 0.08%
+1,058
9 10
11
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