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
$334M
AUM Growth
-$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.41M
3
+$1.37M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.19M
5
GLD icon
SPDR Gold Trust
GLD
+$1.16M

Top Sells

1
+$1.93M
2
+$1.41M
3
+$1.02M
4
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$956K
5
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$895K

Sector Composition

1 Technology 14.45%
2 Consumer Discretionary 8.82%
3 Financials 6.95%
4 Communication Services 4.18%
5 Consumer Staples 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$290K 0.09%
1,368
-212
252
$289K 0.09%
+1,297
253
$288K 0.09%
1,531
+62
254
$284K 0.09%
4,665
-7,776
255
$283K 0.08%
+7,547
256
$282K 0.08%
1,222
+292
257
$280K 0.08%
2,554
+295
258
$275K 0.08%
3,953
+691
259
$274K 0.08%
5,862
+165
260
$272K 0.08%
+951
261
$270K 0.08%
3,651
-27
262
$265K 0.08%
6,844
+216
263
$265K 0.08%
2,572
-54
264
$263K 0.08%
+3,171
265
$260K 0.08%
1,580
-913
266
$259K 0.08%
+4,380
267
$259K 0.08%
3,311
268
$256K 0.08%
1,127
-132
269
$255K 0.08%
+12,200
270
$255K 0.08%
4,740
-530
271
$255K 0.08%
1,004
-73
272
$254K 0.08%
6,234
-1,525
273
$254K 0.08%
2,119
-441
274
$252K 0.08%
6,554
-1,176
275
$251K 0.08%
+1,962
9 10
11
12 13