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
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