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
$295M
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.32M
3
+$1.18M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.02M
5
TSLA icon
Tesla
TSLA
+$971K

Top Sells

1
+$1.39M
2
+$1.19M
3
+$1.19M
4
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$1.16M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.07M

Sector Composition

1 Technology 14.46%
2 Consumer Discretionary 9.5%
3 Financials 6.66%
4 Healthcare 4.11%
5 Consumer Staples 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$260K 0.09%
2,556
+2
252
$258K 0.09%
4,860
+120
253
$254K 0.09%
+2,945
254
$247K 0.08%
7,854
+3,204
255
$247K 0.08%
4,924
-5,725
256
$246K 0.08%
6,544
-300
257
$245K 0.08%
7,847
+300
258
$245K 0.08%
1,000
-4
259
$244K 0.08%
2,956
-953
260
$242K 0.08%
3,953
261
$242K 0.08%
5,496
-1,776
262
$242K 0.08%
2,424
+17
263
$240K 0.08%
3,191
+20
264
$239K 0.08%
10,008
-9,757
265
$236K 0.08%
3,551
-100
266
$235K 0.08%
4,776
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267
$232K 0.08%
2,119
268
$229K 0.08%
6,652
+98
269
$228K 0.08%
+2,372
270
$227K 0.08%
1,007
-719
271
$226K 0.08%
+3,017
272
$222K 0.08%
+9,330
273
$219K 0.07%
4,045
-620
274
$217K 0.07%
2,212
-24
275
$216K 0.07%
1,140
+13
9 10
11
12 13