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
$316M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.09M
3
+$1.23M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$880K
5
F icon
Ford
F
+$875K

Top Sells

1
+$2.73M
2
+$1.66M
3
+$1.3M
4
DKNG icon
DraftKings
DKNG
+$995K
5
NVDA icon
NVIDIA
NVDA
+$785K

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%
+1,178
302
$221K 0.07%
+10,733
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%
+2,223
308
$211K 0.07%
+2,262
309
$210K 0.07%
+1,570
310
$209K 0.07%
+2,360
311
$205K 0.06%
+2,655
312
$205K 0.06%
+1,131
313
$204K 0.06%
2,434
-298
314
$201K 0.06%
+1,446
315
$201K 0.06%
+1,724
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%
15,406
-25,094
322
$111K 0.04%
11,500
323
$111K 0.04%
10,189
-801
324
$97K 0.03%
14,015
325
$88K 0.03%
+10,018
10 11 12
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