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
326
– –
-2,990
327
– –
-2,707
328
– –
-3,868
329
– –
-6,240
330
– –
-16,947
331
– –
-867
10 11 12 13
14