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
$316M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.09M
3
+$1.23M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$880K
5
F icon
Ford
F
+$875K

Top Sells

1
+$2.73M
2
+$1.66M
3
+$1.3M
4
DKNG icon
DraftKings
DKNG
+$995K
5
NVDA icon
NVIDIA
NVDA
+$785K

Sector Composition

1 Technology 13.9%
2 Consumer Discretionary 9.26%
3 Financials 7.5%
4 Communication Services 6.02%
5 Healthcare 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$263K 0.08%
+4,876
277
$262K 0.08%
+31,870
278
$259K 0.08%
1,016
-239
279
$258K 0.08%
4,210
+23
280
$257K 0.08%
+9,556
281
$255K 0.08%
+1,269
282
$254K 0.08%
+5,387
283
$253K 0.08%
+5,300
284
$253K 0.08%
4,398
-173
285
$251K 0.08%
29,200
+13,400
286
$251K 0.08%
3,948
287
$251K 0.08%
+7,740
288
$242K 0.08%
2,264
-300
289
$242K 0.08%
+695
290
$239K 0.08%
+1,151
291
$239K 0.08%
2,858
+100
292
$237K 0.08%
+13,700
293
$235K 0.07%
2,317
-10
294
$235K 0.07%
+5,580
295
$232K 0.07%
82,700
+58,700
296
$231K 0.07%
+456
297
$228K 0.07%
3,441
-6
298
$228K 0.07%
+905
299
$228K 0.07%
2,852
+275
300
$222K 0.07%
+4,610
10 11
12
13 14