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
$335M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.22M
3
+$1.14M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$914K

Top Sells

1
+$23.6M
2
+$10.8M
3
+$4.63M
4
AMD icon
Advanced Micro Devices
AMD
+$2.52M
5
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$2.48M

Sector Composition

1 Technology 16.3%
2 Consumer Discretionary 10.34%
3 Financials 7.21%
4 Communication Services 6.28%
5 Healthcare 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$165K 0.05%
+13,000
302
$158K 0.05%
+10,000
303
$150K 0.04%
4,600
-4,463
304
$145K 0.04%
+3,114
305
$123K 0.04%
11,500
306
$118K 0.04%
10,189
307
$96K 0.03%
13,700
308
$90K 0.03%
3,525
309
$84K 0.03%
35,275
-130,550
310
$56K 0.02%
+667
311
$56K 0.02%
660
+150
312
$45K 0.01%
24,800
313
$28K 0.01%
10,495
-23,330
314
– –
-1,985
315
– –
-10,600
316
– –
-164,500
317
– –
-2,540
318
– –
-16,826
319
– –
-1,187
320
– –
-20,300
321
– –
-6,854
322
– –
-3,370
323
– –
-12,690
324
– –
-39,090
325
– –
-19,847
10 11 12
13
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