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
$319M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$1.62M
3
+$943K
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$853K
5
IGLD icon
FT Vest Gold Strategy Target Income ETF
IGLD
+$850K

Top Sells

1
+$6.04M
2
+$2.8M
3
+$2.74M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$1.22M
5
IPWR icon
Ideal Power
IPWR
+$873K

Sector Composition

1 Technology 15.37%
2 Consumer Discretionary 8.85%
3 Financials 6.98%
4 Communication Services 6.19%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.51M 0.79%
18,109
-1,655
27
$2.51M 0.79%
7,658
-906
28
$2.49M 0.78%
78,709
+8,208
29
$2.48M 0.78%
39,090
+1,020
30
$2.45M 0.77%
10,154
-440
31
$2.4M 0.75%
61,023
+3,177
32
$2.38M 0.75%
80,790
+3,962
33
$2.25M 0.7%
35,961
+6,391
34
$2.23M 0.7%
7,788
-168
35
$2.21M 0.69%
41,708
+4,326
36
$2.12M 0.67%
5,037
+400
37
$2.06M 0.64%
4,697
-145
38
$2.01M 0.63%
33,514
+1,947
39
$1.99M 0.62%
71,938
+30,829
40
$1.99M 0.62%
187,800
+153,162
41
$1.98M 0.62%
40,361
+11,144
42
$1.92M 0.6%
16,694
+61
43
$1.89M 0.59%
10,941
-3,057
44
$1.81M 0.57%
35,726
-5,798
45
$1.77M 0.56%
48,044
+2,742
46
$1.75M 0.55%
109,650
-33,830
47
$1.7M 0.53%
9,731
-1,437
48
$1.67M 0.52%
23,407
+7,773
49
$1.58M 0.49%
48,568
+466
50
$1.55M 0.49%
18,126
-625
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2
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