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
$319M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$8.86M
3
+$947K
4
LOGC
ContextLogic
LOGC
+$900K
5
IGLD icon
FT Vest Gold Strategy Target Income ETF
IGLD
+$865K

Top Sells

1
+$5.68M
2
+$2.8M
3
+$2.76M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$1.22M
5
IPWR icon
Ideal Power
IPWR
+$873K

Sector Composition

1 Technology 15.37%
2 Consumer Discretionary 8.85%
3 Financials 6.98%
4 Communication Services 6.19%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$117K 0.04%
11,500
302
$116K 0.04%
10,189
303
$99K 0.03%
33,825
-22,775
304
$92K 0.03%
13,700
-315
305
$88K 0.03%
+1,985
306
$85K 0.03%
3,525
307
$85K 0.03%
24,800
308
$53K 0.02%
510
309
$28K 0.01%
2,333
-17,900
310
– –
-24,700
311
– –
-25,112
312
– –
-92,350
313
– –
-1,269
314
– –
-10,018
315
– –
-905
316
– –
-6,345
317
– –
-3,799
318
– –
-1,691
319
– –
-4,876
320
– –
-4,610
321
– –
-2,625
322
– –
-4,128
323
– –
-124,300
324
– –
-10,733
325
– –
-32,705
11 12
13
14 15