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
$334M
AUM Growth
-$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.41M
3
+$1.37M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.19M
5
GLD icon
SPDR Gold Trust
GLD
+$1.16M

Top Sells

1
+$1.93M
2
+$1.41M
3
+$1.02M
4
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$956K
5
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$895K

Sector Composition

1 Technology 14.45%
2 Consumer Discretionary 8.82%
3 Financials 6.95%
4 Communication Services 4.18%
5 Consumer Staples 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$250K 0.07%
3,453
277
$244K 0.07%
4,027
278
$244K 0.07%
4,773
-3,035
279
$240K 0.07%
2,407
+78
280
$240K 0.07%
3,447
-900
281
$239K 0.07%
1,390
-1,115
282
$237K 0.07%
945
+18
283
$237K 0.07%
1,251
-142
284
$235K 0.07%
+820
285
$231K 0.07%
+1,715
286
$227K 0.07%
+1,469
287
$227K 0.07%
5,632
288
$221K 0.07%
10,063
-3,112
289
$218K 0.07%
+5,911
290
$216K 0.06%
+6,705
291
$216K 0.06%
2,448
+3
292
$213K 0.06%
5,556
+329
293
$212K 0.06%
+4,257
294
$211K 0.06%
+1,031
295
$210K 0.06%
6,650
-1,250
296
$210K 0.06%
2,236
297
$209K 0.06%
3,255
-3,146
298
$206K 0.06%
+9,004
299
$205K 0.06%
1,743
300
$205K 0.06%
2,241
-48
10 11
12
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