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
$448M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$963K
3
+$934K
4
HEAL
Global X Funds Global X HealthTech ETF
HEAL
+$863K
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$806K

Top Sells

1
+$5.56M
2
+$2.18M
3
+$760K
4
PLAT
WisdomTree Growth Leaders Fund
PLAT
+$614K
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$583K

Sector Composition

1 Technology 9.96%
2 Consumer Discretionary 4.55%
3 Financials 3.52%
4 Healthcare 2.15%
5 Industrials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$91.1K 0.02%
11,500
277
$83.8K 0.02%
10,189
278
$82.1K 0.02%
48,898
-4,565
279
$79.1K 0.02%
47,950
+22,000
280
$58.8K 0.01%
25,000
281
$44.4K 0.01%
20,000
282
$42.4K 0.01%
75,646
283
$24.3K 0.01%
759
+95
284
$15K ﹤0.01%
596
-40
285
– –
-16,307
286
– –
-22,994
287
– –
-16,403
288
– –
-6,107
289
– –
-2,733
290
– –
-8,386
291
– –
-8,320
292
– –
-17,738
293
– –
-8,795
294
– –
-18,391
295
– –
-2,848
296
– –
-20,985
297
– –
-13,548
298
– –
-2,257
299
– –
-25,602
300
– –
-1,352
9 10 11
12
13