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
$335M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.22M
3
+$1.14M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$914K

Top Sells

1
+$23.6M
2
+$10.8M
3
+$4.63M
4
AMD icon
Advanced Micro Devices
AMD
+$2.52M
5
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$2.48M

Sector Composition

1 Technology 16.3%
2 Consumer Discretionary 10.34%
3 Financials 7.21%
4 Communication Services 6.28%
5 Healthcare 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.61M 0.78%
36,042
+12,635
27
$2.59M 0.77%
7,705
-3,894
28
$2.58M 0.77%
81,971
+3,262
29
$2.53M 0.75%
122,712
+48,704
30
$2.41M 0.72%
16,674
-20
31
$2.4M 0.72%
62,924
+1,901
32
$2.35M 0.7%
7,725
-63
33
$2.35M 0.7%
47,649
+23,231
34
$2.33M 0.69%
44,672
+2,964
35
$2.29M 0.68%
76,819
+4,881
36
$2.25M 0.67%
44,115
+3,754
37
$2.2M 0.66%
4,715
+18
38
$2.19M 0.65%
57,847
+20,101
39
$2.15M 0.64%
47,379
-11,348
40
$1.91M 0.57%
108,303
-1,347
41
$1.9M 0.57%
52,066
+4,022
42
$1.88M 0.56%
29,367
-11,860
43
$1.87M 0.56%
20,667
+523
44
$1.82M 0.54%
28,658
-13,044
45
$1.77M 0.53%
10,728
-213
46
$1.62M 0.48%
83,436
+9,660
47
$1.57M 0.47%
10,628
+39
48
$1.56M 0.47%
24,470
+11,774
49
$1.55M 0.46%
10,660
-92
50
$1.53M 0.46%
47,806
-762
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