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
$255M
AUM Growth
-$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$987K
3
+$547K
4
EXE
Expand Energy Corp
EXE
+$336K
5
FDX icon
FedEx
FDX
+$286K

Top Sells

1
+$73.3M
2
+$16.5M
3
+$538K
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$509K
5
RH icon
RH
RH
+$422K

Sector Composition

1 Technology 12.72%
2 Consumer Discretionary 8.75%
3 Financials 6.72%
4 Healthcare 4.54%
5 Consumer Staples 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$230K 0.09%
1,934
+1
252
$226K 0.09%
10,008
253
$226K 0.09%
2,990
+34
254
$221K 0.09%
1,370
-20
255
$219K 0.09%
+6,769
256
$217K 0.09%
+2,610
257
$217K 0.09%
8,147
+300
258
$213K 0.08%
1,095
+88
259
$213K 0.08%
983
-3
260
$208K 0.08%
4,776
261
$207K 0.08%
925
-75
262
$205K 0.08%
5,572
-100
263
$205K 0.08%
9,010
-2,374
264
$204K 0.08%
3,120
-476
265
$203K 0.08%
945
-22
266
$203K 0.08%
2,372
267
$202K 0.08%
+727
268
$202K 0.08%
2,098
-21
269
$201K 0.08%
2,707
+88
270
$201K 0.08%
3,019
+2
271
$149K 0.06%
19,300
+1,000
272
$145K 0.06%
10,730
273
$115K 0.05%
10,000
274
$115K 0.05%
10,600
275
$94K 0.04%
33,240
9 10
11
12 13