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
$286M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$2.2M
3
+$2.13M
4
C icon
Citigroup
C
+$2.11M
5
INTC icon
Intel
INTC
+$1.82M

Top Sells

1
+$1.13M
2
+$1.07M
3
+$1.03M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$995K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$987K

Sector Composition

1 Technology 10.98%
2 Financials 6.83%
3 Consumer Discretionary 6.09%
4 Healthcare 4.8%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$168K 0.06%
11,133
-12,880
302
$164K 0.06%
+769
303
$142K 0.05%
52,800
-23,339
304
$121K 0.04%
10,000
305
$120K 0.04%
10,600
306
$95.2K 0.03%
+56
307
$88.8K 0.03%
33,240
308
$86.6K 0.03%
11,500
309
$76.2K 0.03%
10,189
310
$70.5K 0.02%
11,132
-8,168
311
$62K 0.02%
10,700
312
$43.5K 0.02%
37,823
313
$31.3K 0.01%
664
314
$28.5K 0.01%
636
-514
315
– –
-12,557
316
– –
-10,730
317
– –
-9,487
318
– –
-10,008
319
– –
-9,357
320
– –
-9,010
321
– –
-997
322
– –
-1,680
323
– –
-66,700
324
– –
-5,738
325
– –
-7,751
10 11 12
13
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