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
$335M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.22M
3
+$1.14M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$914K

Top Sells

1
+$23.6M
2
+$10.8M
3
+$4.63M
4
AMD icon
Advanced Micro Devices
AMD
+$2.52M
5
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$2.48M

Sector Composition

1 Technology 16.3%
2 Consumer Discretionary 10.34%
3 Financials 7.21%
4 Communication Services 6.28%
5 Healthcare 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$285K 0.09%
+13,141
252
$284K 0.08%
1,350
+32
253
$283K 0.08%
6,340
254
$282K 0.08%
2,482
-414
255
$281K 0.08%
4,027
+57
256
$281K 0.08%
1,632
+3
257
$281K 0.08%
3,680
258
$280K 0.08%
+3,909
259
$279K 0.08%
3,203
-79
260
$273K 0.08%
2,590
+243
261
$272K 0.08%
+1,042
262
$272K 0.08%
3,311
-43
263
$266K 0.08%
1,040
-26
264
$266K 0.08%
1,549
-261
265
$266K 0.08%
651
266
$263K 0.08%
1,088
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267
$259K 0.08%
3,462
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268
$259K 0.08%
927
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269
$258K 0.08%
2,741
+243
270
$256K 0.08%
2,356
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271
$255K 0.08%
2,858
272
$252K 0.08%
2,259
273
$252K 0.08%
+5,317
274
$246K 0.07%
2,479
-597
275
$243K 0.07%
991
+44
9 10
11
12 13