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
$295M
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.32M
3
+$1.18M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.02M
5
TSLA icon
Tesla
TSLA
+$971K

Top Sells

1
+$1.39M
2
+$1.19M
3
+$1.19M
4
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$1.16M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.07M

Sector Composition

1 Technology 14.46%
2 Consumer Discretionary 9.5%
3 Financials 6.66%
4 Healthcare 4.11%
5 Consumer Staples 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$214K 0.07%
5,480
-382
277
$213K 0.07%
3,447
278
$213K 0.07%
1,434
-97
279
$211K 0.07%
981
-50
280
$211K 0.07%
6,650
281
$210K 0.07%
+986
282
$209K 0.07%
+12,931
283
$205K 0.07%
1,469
284
$204K 0.07%
2,123
-449
285
$203K 0.07%
615
+3
286
$202K 0.07%
2,619
-692
287
$202K 0.07%
5,955
-3,120
288
$192K 0.07%
10,730
+4,025
289
$164K 0.06%
18,300
+6,100
290
$133K 0.05%
10,000
291
$132K 0.04%
10,600
292
$116K 0.04%
+13,476
293
$108K 0.04%
+33,240
294
$102K 0.03%
11,500
295
$99K 0.03%
10,189
296
$82K 0.03%
10,700
-3,745
297
$72K 0.02%
+667
298
$59K 0.02%
37,823
299
$47K 0.02%
+10,700
300
$33K 0.01%
664
+4
10 11
12
13 14