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
$316M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.09M
3
+$1.23M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$880K
5
F icon
Ford
F
+$875K

Top Sells

1
+$2.73M
2
+$1.66M
3
+$1.3M
4
DKNG icon
DraftKings
DKNG
+$995K
5
NVDA icon
NVIDIA
NVDA
+$785K

Sector Composition

1 Technology 13.9%
2 Consumer Discretionary 9.26%
3 Financials 7.5%
4 Communication Services 6.02%
5 Healthcare 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.57M 0.81%
60,376
-2,027
27
$2.54M 0.8%
76,828
+4,526
28
$2.4M 0.76%
60,840
+10,925
29
$2.39M 0.76%
10,594
-10
30
$2.38M 0.75%
57,846
+5,562
31
$2.37M 0.75%
38,070
+1,953
32
$2.28M 0.72%
13,998
+2,171
33
$2.27M 0.72%
7,956
-71
34
$2.18M 0.69%
70,501
+4,910
35
$2.11M 0.67%
41,524
+5,640
36
$2.05M 0.65%
34,638
-1,410
37
$2.02M 0.64%
4,842
+238
38
$1.96M 0.62%
29,570
+5,238
39
$1.93M 0.61%
37,382
+3,633
40
$1.92M 0.61%
11,168
-707
41
$1.89M 0.6%
31,567
+5,274
42
$1.88M 0.6%
143,480
+4,300
43
$1.84M 0.58%
69,848
+7,392
44
$1.71M 0.54%
12,760
+1,831
45
$1.65M 0.52%
45,302
+4,192
46
$1.63M 0.52%
80,331
-6,162
47
$1.6M 0.51%
18,751
+23
48
$1.6M 0.51%
33,376
+25,729
49
$1.59M 0.5%
4,637
-66
50
$1.55M 0.49%
5,612
+884
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