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
$264M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12.7M
3
+$5.27M
4
NFLX icon
Netflix
NFLX
+$5.13M
5
VUG icon
Vanguard Growth ETF
VUG
+$4.79M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.15%
2 Consumer Discretionary 10.74%
3 Financials 6.58%
4 Communication Services 6.49%
5 Healthcare 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 0.81%
+8,027
27
$2.07M 0.78%
+52,284
28
$2.04M 0.77%
+36,117
29
$2.04M 0.77%
+65,591
30
$2.04M 0.77%
+139,180
31
$2.03M 0.77%
+25,455
32
$1.97M 0.74%
+36,048
33
$1.92M 0.72%
+11,875
34
$1.88M 0.71%
+38,648
35
$1.86M 0.7%
+11,827
36
$1.82M 0.69%
+35,884
37
$1.81M 0.69%
+33,749
38
$1.79M 0.68%
+6,744
39
$1.79M 0.68%
+22,913
40
$1.75M 0.66%
+49,915
41
$1.75M 0.66%
+86,493
42
$1.72M 0.65%
+4,604
43
$1.7M 0.64%
+62,456
44
$1.66M 0.63%
+16,012
45
$1.58M 0.6%
+26,293
46
$1.56M 0.59%
+4,703
47
$1.53M 0.58%
+41,110
48
$1.52M 0.58%
+10,929
49
$1.52M 0.57%
+45,804
50
$1.5M 0.57%
+25,545
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