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
$515M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.68M
3
+$2.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.28M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.97M

Top Sells

1
+$1.59M
2
+$1.38M
3
+$1.28M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.22M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$965K

Sector Composition

1 Technology 11.6%
2 Consumer Discretionary 4.08%
3 Financials 3.58%
4 Communication Services 2.21%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$209K 0.04%
3,622
-605
277
$205K 0.04%
+1,576
278
$203K 0.04%
+8,842
279
$202K 0.04%
3,316
-247
280
$202K 0.04%
+744
281
$202K 0.04%
1,882
282
$201K 0.04%
+2,333
283
$190K 0.04%
33,240
284
$152K 0.03%
+3,329
285
$144K 0.03%
+14,575
286
$131K 0.03%
21,037
287
$129K 0.02%
10,000
288
$121K 0.02%
+21,842
289
$93.8K 0.02%
11,500
290
$85.1K 0.02%
10,189
291
$78.2K 0.02%
20,000
292
$75.8K 0.01%
10,700
293
$39.7K 0.01%
37,770
294
$30.8K 0.01%
15,000
295
$10.5K ﹤0.01%
909
+100
296
– –
-23,630
297
– –
-4,039
298
– –
-3,010
299
– –
-3,607
300
– –
-13,705
9 10 11
12
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