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
$653M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.77M
3
+$761K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$575K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$409K

Top Sells

1
+$3.44M
2
+$2.09M
3
+$1.21M
4
AAPL icon
Apple
AAPL
+$828K
5
FSIG icon
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
+$641K

Sector Composition

1 Technology 12.71%
2 Financials 3.17%
3 Consumer Discretionary 2.98%
4 Communication Services 2.74%
5 Consumer Staples 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BIZD icon
276
VanEck BDC Income ETF
BIZD
$1.55B
$196K 0.03%
13,131
-1,000
GAB icon
277
Gabelli Equity Trust
GAB
$1.92B
$133K 0.02%
21,842
PCIG icon
278
Polen Capital International Growth ETF
PCIG
$25.9M
$122K 0.02%
13,026
HIPS icon
279
GraniteShares HIPS US High Income ETF
HIPS
$109M
$118K 0.02%
10,000
CODI icon
280
Compass Diversified
CODI
$528M
$113K 0.02%
17,114
-2
EXG icon
281
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.82B
$105K 0.02%
11,500
ETJ
282
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$596M
$104K 0.02%
11,614
+248
ACP
283
abrdn Income Credit Strategies Fund
ACP
$678M
$65.9K 0.01%
11,360
INVZ icon
284
Innoviz Technologies
INVZ
$259M
$31.4K ﹤0.01%
15,400
BMY icon
285
Bristol-Myers Squibb
BMY
$98.2B
– –
-4,592
CLOU icon
286
Global X Cloud Computing ETF
CLOU
$274M
– –
-21,536
FTSL icon
287
First Trust Senior Loan Fund ETF
FTSL
$2.34B
– –
-4,729
PCT icon
288
PureCycle Technologies
PCT
$1.5B
– –
-15,337
PINK icon
289
Simplify Health Care ETF
PINK
$306M
– –
-13,231
PLBY icon
290
Playboy Inc
PLBY
$197M
– –
-23,705
SGOV icon
291
iShares 0-3 Month Treasury Bond ETF
SGOV
$64.4B
– –
-2,756
VO icon
292
Vanguard Mid-Cap ETF
VO
$88.7B
– –
-767
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