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
$515M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.68M
3
+$2.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.28M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.97M

Top Sells

1
+$1.59M
2
+$1.38M
3
+$1.28M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.22M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$965K

Sector Composition

1 Technology 11.6%
2 Consumer Discretionary 4.08%
3 Financials 3.58%
4 Communication Services 2.21%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$255K 0.05%
2,888
252
$253K 0.05%
2,056
-87
253
$253K 0.05%
606
+14
254
$252K 0.05%
+1,581
255
$248K 0.05%
2,717
256
$248K 0.05%
1,207
257
$248K 0.05%
2,961
+8
258
$241K 0.05%
6,195
-1,952
259
$241K 0.05%
9,875
260
$240K 0.05%
2,385
-252
261
$240K 0.05%
4,080
-1,058
262
$237K 0.05%
+11,414
263
$236K 0.05%
2,068
+20
264
$233K 0.04%
4,570
-571
265
$233K 0.04%
+2,078
266
$232K 0.04%
3,238
267
$232K 0.04%
2,952
-501
268
$232K 0.04%
4,271
-48
269
$225K 0.04%
2,265
+10
270
$222K 0.04%
3,632
+7
271
$222K 0.04%
4,444
-94
272
$220K 0.04%
1,139
-2,442
273
$212K 0.04%
+1,795
274
$212K 0.04%
+6,669
275
$209K 0.04%
2,285
-237
9 10
11
12 13