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
$319M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$1.62M
3
+$943K
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$853K
5
IGLD icon
FT Vest Gold Strategy Target Income ETF
IGLD
+$850K

Top Sells

1
+$6.04M
2
+$2.8M
3
+$2.74M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$1.22M
5
IPWR icon
Ideal Power
IPWR
+$873K

Sector Composition

1 Technology 15.37%
2 Consumer Discretionary 8.85%
3 Financials 6.98%
4 Communication Services 6.19%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$236K 0.07%
2,259
-5
277
$236K 0.07%
2,042
-522
278
$234K 0.07%
2,245
-72
279
$233K 0.07%
2,858
280
$230K 0.07%
+5,092
281
$229K 0.07%
4,562
-54,610
282
$224K 0.07%
1,491
-2,199
283
$223K 0.07%
2,234
+11
284
$222K 0.07%
1,344
-440
285
$221K 0.07%
4,120
-278
286
$220K 0.07%
3,441
287
$217K 0.07%
1,570
288
$216K 0.07%
2,229
-751
289
$213K 0.07%
+5,036
290
$213K 0.07%
+9,386
291
$212K 0.07%
2,436
+2
292
$212K 0.07%
2,405
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293
$209K 0.07%
1,446
294
$202K 0.06%
+3,949
295
$194K 0.06%
+22,200
296
$179K 0.06%
12,750
297
$176K 0.06%
+10,970
298
$169K 0.05%
10,600
299
$148K 0.05%
20,300
-7,800
300
$139K 0.04%
19,847
+4,441
10 11
12
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