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
$448M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$963K
3
+$934K
4
HEAL
Global X Funds Global X HealthTech ETF
HEAL
+$863K
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$806K

Top Sells

1
+$5.56M
2
+$2.18M
3
+$760K
4
PLAT
WisdomTree Growth Leaders Fund
PLAT
+$614K
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$583K

Sector Composition

1 Technology 9.96%
2 Consumer Discretionary 4.55%
3 Financials 3.52%
4 Healthcare 2.15%
5 Industrials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$233K 0.05%
1,340
-155
252
$232K 0.05%
2,871
-270
253
$230K 0.05%
3,269
-138
254
$229K 0.05%
+3,159
255
$228K 0.05%
1,767
256
$225K 0.05%
918
-83
257
$224K 0.05%
3,313
-194
258
$222K 0.05%
20,787
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259
$220K 0.05%
+5,101
260
$218K 0.05%
9,535
261
$217K 0.05%
+877
262
$208K 0.05%
4,585
-437
263
$208K 0.05%
17,000
-25,750
264
$205K 0.05%
+2,126
265
$204K 0.05%
+1,253
266
$204K 0.05%
+3,005
267
$204K 0.05%
1,409
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268
$203K 0.05%
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269
$202K 0.05%
3,632
-5,545
270
$176K 0.04%
11,023
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271
$163K 0.04%
28,880
-2,050
272
$139K 0.03%
+13,608
273
$121K 0.03%
10,600
274
$118K 0.03%
10,000
275
$101K 0.02%
10,700
9 10
11
12 13