IA

Insight Advisors Portfolio holdings

AUM $660M
1-Year Est. Return 14.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$316M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$2.82M
3
+$2.25M
4
AAPL icon
Apple
AAPL
+$2.04M
5
IPWR icon
Ideal Power
IPWR
+$1.4M

Top Sells

1
+$2.49M
2
+$1.66M
3
+$1.3M
4
DKNG icon
DraftKings
DKNG
+$1.06M
5
NVDA icon
NVIDIA
NVDA
+$703K

Sector Composition

1 Technology 13.9%
2 Consumer Discretionary 9.26%
3 Financials 7.5%
4 Communication Services 6.02%
5 Healthcare 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$221K 0.07%
+10,733
302
$221K 0.07%
+1,178
303
$219K 0.07%
2,339
-56
304
$214K 0.07%
+3,036
305
$213K 0.07%
+2,470
306
$212K 0.07%
+5,206
307
$211K 0.07%
+2,262
308
$211K 0.07%
+2,223
309
$210K 0.07%
+1,570
310
$209K 0.07%
+2,360
311
$205K 0.06%
+1,131
312
$205K 0.06%
+6,345
313
$204K 0.06%
2,434
-298
314
$201K 0.06%
+1,724
315
$201K 0.06%
+1,446
316
$200K 0.06%
+1,691
317
$188K 0.06%
+56,600
318
$171K 0.05%
12,750
-500
319
$164K 0.05%
10,600
320
$133K 0.04%
+13,200
321
$111K 0.04%
10,189
-801
322
$111K 0.04%
11,500
323
$111K 0.04%
15,406
-25,094
324
$97K 0.03%
14,015
325
$88K 0.03%
+10,018
10 11 12
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