IA
Insight Advisors Portfolio holdings
AUM $571M
AUM
$571M
AUM Growth
-$13M (-2%)
Cap. Flow
+$13.5M
Cap. Flow % of AUM
2.36%
Top 10 Holdings %Top 10 Hldgs %
53.01%
Holding
296
New
13
Increased
125
Reduced
104
Closed
21
Top Buys
| 1 | $3.57M | |
| 2 | $2.26M | |
| 3 | $2.02M | |
| 4 | $1.5M | |
| 5 | $1.45M |
Top Sells
| 1 | $2.48M | |
| 2 | $752K | |
| 3 | $608K | |
| 4 | $584K | |
| 5 | $539K |
Sector Composition
| 1 | Technology | 10.88% |
| 2 | Financials | 3.37% |
| 3 | Consumer Discretionary | 2.99% |
| 4 | Communication Services | 2.23% |
| 5 | Consumer Staples | 1.72% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $3.86M | 0.67% | 24,932 -516 | -2% | -$79.8K | |||
| $3.57M | 0.62% | 43,469 | New | +$3.57M | |||
| $3.32M | 0.58% | 19,220 +4 | +0% | +$691 | |||
| $3.19M | 0.55% | 3,371 +86 | +3% | +$81.4K | |||
| $2.98M | 0.52% | 96,646 +9,515 | +11% | +$294K | |||
| $2.95M | 0.51% | 140,715 +3,341 | +2% | +$70.1K | |||
| $2.93M | 0.51% | 18,768 +848 | +5% | +$132K | |||
| $2.9M | 0.51% | 92,467 +11,530 | +14% | +$362K | |||
| $2.88M | 0.5% | 49,324 +9,500 | +24% | +$554K | |||
| $2.77M | 0.48% | 5,093 +50 | +1% | +$27.1K | |||
| $2.73M | 0.47% | 29,805 | – | – | |||
| $2.72M | 0.47% | 72,481 -2,702 | -4% | -$101K | |||
| $2.69M | 0.47% | 25,957 +4,187 | +19% | +$434K | |||
| $2.57M | 0.45% | 135,788 +4,468 | +3% | +$84.6K | |||
| $2.41M | 0.42% | 2,580 -4 | -0.2% | -$3.73K | |||
| $2.35M | 0.41% | 21,294 +4,297 | +25% | +$473K | |||
| $2.33M | 0.41% | 37,740 -173 | -0.5% | -$10.7K | |||
| $2.16M | 0.38% | 3,740 +9 | +0.2% | +$5.19K | |||
| $2.1M | 0.37% | 10,849 -1,583 | -13% | -$307K | |||
| $2.08M | 0.36% | 8,520 -40 | -0.5% | -$9.79K | |||
| $2.08M | 0.36% | 23,160 -1,139 | -5% | -$102K | |||
| $2.06M | 0.36% | 14,762 -45 | -0.3% | -$6.29K | |||
| $1.88M | 0.33% | 7,453 +77 | +1% | +$19.4K | |||
| $1.87M | 0.33% | 38,353 +1,661 | +5% | +$81.1K | |||
| $1.84M | 0.32% | 11,086 +63 | +0.6% | +$10.4K |
