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
$334M
AUM Growth
-$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.41M
3
+$1.37M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.19M
5
GLD icon
SPDR Gold Trust
GLD
+$1.16M

Top Sells

1
+$1.93M
2
+$1.41M
3
+$1.02M
4
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$956K
5
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$895K

Sector Composition

1 Technology 14.45%
2 Consumer Discretionary 8.82%
3 Financials 6.95%
4 Communication Services 4.18%
5 Consumer Staples 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$205K 0.06%
4,129
-197
302
$205K 0.06%
+1,646
303
$202K 0.06%
612
-42
304
$200K 0.06%
1,873
-365
305
$171K 0.05%
10,970
306
$152K 0.05%
1,482
-2,625
307
$144K 0.04%
10,000
308
$143K 0.04%
10,600
309
$113K 0.03%
14,445
-16,150
310
$112K 0.03%
11,500
311
$101K 0.03%
10,189
312
$75K 0.02%
10,800
-3,500
313
$64K 0.02%
37,823
+13,023
314
$51K 0.02%
2,525
-1,000
315
$32K 0.01%
660
316
$11K ﹤0.01%
10,000
-495
317
– –
-2,858
318
– –
-113
319
– –
-28,336
320
– –
-8,850
321
– –
-148
322
– –
-10,258
323
– –
-17,751
324
– –
-18,314
325
– –
-14,053
11 12
13
14 15