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
$335M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.22M
3
+$1.14M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$914K

Top Sells

1
+$23.6M
2
+$10.8M
3
+$4.63M
4
AMD icon
Advanced Micro Devices
AMD
+$2.52M
5
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$2.48M

Sector Composition

1 Technology 16.3%
2 Consumer Discretionary 10.34%
3 Financials 7.21%
4 Communication Services 6.28%
5 Healthcare 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$238K 0.07%
2,031
-11
277
$227K 0.07%
+3,925
278
$224K 0.07%
2,440
+4
279
$223K 0.07%
+2,790
280
$222K 0.07%
+3,180
281
$221K 0.07%
2,233
+4
282
$219K 0.07%
1,570
283
$219K 0.07%
+931
284
$216K 0.06%
3,453
+12
285
$210K 0.06%
+1,737
286
$210K 0.06%
3,949
287
$209K 0.06%
488
-1,074
288
$209K 0.06%
+5,227
289
$209K 0.06%
1,391
-100
290
$209K 0.06%
2,230
-4
291
$209K 0.06%
4,149
+29
292
$208K 0.06%
4,655
-4,040
293
$207K 0.06%
1,446
294
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-573
295
$206K 0.06%
5,550
-11,600
296
$201K 0.06%
+1,253
297
$201K 0.06%
1,330
-14
298
$200K 0.06%
+2,002
299
$190K 0.06%
12,750
300
$176K 0.05%
10,970
10 11
12
13 14