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
$255M
AUM Growth
-$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$987K
3
+$547K
4
EXE
Expand Energy Corp
EXE
+$336K
5
FDX icon
FedEx
FDX
+$286K

Top Sells

1
+$73.3M
2
+$16.5M
3
+$538K
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$509K
5
RH icon
RH
RH
+$422K

Sector Composition

1 Technology 12.72%
2 Consumer Discretionary 8.75%
3 Financials 6.72%
4 Healthcare 4.54%
5 Consumer Staples 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$84K 0.03%
10,189
277
$83K 0.03%
11,500
278
$79K 0.03%
37,823
279
$78K 0.03%
10,700
280
$70K 0.03%
+1,150
281
$64K 0.03%
867
+200
282
$27K 0.01%
664
283
$24K 0.01%
+997
284
– –
-2,424
285
– –
-5,480
286
– –
-6,650
287
– –
-981
288
– –
-1,469
289
– –
-1,140
290
– –
-10,700
291
– –
-12,931
292
– –
-6,652
293
– –
-18,705
294
– –
-1,434
295
– –
-615
296
– –
-3,447
297
– –
-4,045
298
– –
-4,860
299
– –
-7,854
300
– –
-3,191
9 10 11
12
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