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
326
$81K 0.03%
+3,525
327
$71K 0.02%
24,800
+10,000
328
$31K 0.01%
510
329
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-5,436
330
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-2,930
331
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-9,400
332
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-350
333
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-1,898
334
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-12,100
335
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-1,050
336
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-2,640
337
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-4,565
338
– –
-2,000
339
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-3,930
340
– –
-10,000
341
– –
-11,170
342
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-63,995
343
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-16,012
344
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-23,300
345
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-23,500
346
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-804
347
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-1,075
348
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-2,102
349
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-2,144
350
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-1,031
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