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
$334M
AUM Growth
-$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.41M
3
+$1.37M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.19M
5
GLD icon
SPDR Gold Trust
GLD
+$1.16M

Top Sells

1
+$1.93M
2
+$1.41M
3
+$1.02M
4
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$956K
5
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$895K

Sector Composition

1 Technology 14.45%
2 Consumer Discretionary 8.82%
3 Financials 6.95%
4 Communication Services 4.18%
5 Consumer Staples 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.61M 0.78%
63,621
+7,887
27
$2.56M 0.77%
23,412
-5,989
28
$2.5M 0.75%
6,674
-1,320
29
$2.45M 0.73%
80,940
-1,185
30
$2.34M 0.7%
18,446
+286
31
$2.26M 0.68%
69,232
+4,110
32
$2.16M 0.65%
9,693
33
$2.07M 0.62%
13,568
+3,061
34
$2.02M 0.61%
11,404
+411
35
$2M 0.6%
93,730
+64,100
36
$1.96M 0.59%
6,560
-702
37
$1.91M 0.57%
7,682
-115
38
$1.79M 0.54%
40,379
+3,837
39
$1.77M 0.53%
25,807
+10,382
40
$1.76M 0.53%
35,036
+5,391
41
$1.73M 0.52%
42,008
+15,780
42
$1.73M 0.52%
28,975
+3,547
43
$1.68M 0.5%
66,910
-1,373
44
$1.67M 0.5%
20,354
+5
45
$1.67M 0.5%
36,306
-4,217
46
$1.66M 0.5%
9,916
+3,309
47
$1.63M 0.49%
7,314
-66
48
$1.62M 0.49%
47,439
-4,653
49
$1.61M 0.48%
8,928
+6,430
50
$1.6M 0.48%
5,797
-355
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