IA
Insight Advisors Portfolio holdings
AUM
$620M
This Quarter Return
+6.08%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$286M
AUM Growth
+$286M
(+12%)
Cap. Flow
+$22.1M
Cap. Flow
% of AUM
7.75%
Top 10 Holdings %
Top 10 Hldgs %
22.91%
Holding
331
New
48
Increased
79
Reduced
168
Closed
17
Top Buys
| 1 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
$18M |
| 2 |
SPDR S&P Dividend ETF
SDY
|
$2.17M |
| 3 |
Citigroup
C
|
$2.13M |
| 4 |
KSCD
KFA Small Cap Quality Dividend Index ETF
KSCD
|
$2.1M |
| 5 |
Intel
INTC
|
$1.75M |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
iShares US Treasury Bond ETF
GOVT
$27.8B
| – | – |
-9,010
| Closed | -$205K |
|
327
First Trust Nasdaq Oil & Gas ETF
FTXN
$122M
| – | – |
-9,357
| Closed | -$230K |
|
328
Invesco DB Energy Fund
DBE
$49.9M
| – | – |
-10,008
| Closed | -$226K |
|
329
Coterra Energy
CTRA
$18.4B
| – | – |
-9,487
| Closed | -$248K |
|
330
Invesco Taxable Municipal Bond ETF
BAB
$906M
| – | – |
-12,557
| Closed | -$322K |
|
331
Cleveland-Cliffs
CLF
$5.18B
| – | – |
-10,730
| Closed | -$145K |
|