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
$295M
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.32M
3
+$1.18M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.02M
5
TSLA icon
Tesla
TSLA
+$971K

Top Sells

1
+$1.39M
2
+$1.19M
3
+$1.19M
4
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$1.16M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.07M

Sector Composition

1 Technology 14.46%
2 Consumer Discretionary 9.5%
3 Financials 6.66%
4 Healthcare 4.11%
5 Consumer Staples 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.52M 0.85%
18,360
+106
27
$2.52M 0.85%
7,753
-3,303
28
$2.51M 0.85%
6,079
+88
29
$2.45M 0.83%
87,070
+6,130
30
$2.32M 0.79%
+27,245
31
$2.04M 0.69%
70,723
+1,491
32
$2.01M 0.68%
11,685
+281
33
$2M 0.68%
32,802
+6,995
34
$1.93M 0.66%
13,368
-200
35
$1.93M 0.65%
9,674
-19
36
$1.84M 0.62%
6,026
-534
37
$1.8M 0.61%
17,466
-980
38
$1.75M 0.59%
20,201
-153
39
$1.74M 0.59%
41,725
+1,346
40
$1.68M 0.57%
9,627
-289
41
$1.65M 0.56%
32,915
-2,121
42
$1.59M 0.54%
26,766
-2,209
43
$1.57M 0.53%
6,972
-710
44
$1.56M 0.53%
53,019
+9,229
45
$1.5M 0.51%
5,794
-462
46
$1.48M 0.5%
65,258
-1,652
47
$1.43M 0.49%
5,870
+1
48
$1.42M 0.48%
10,325
-31
49
$1.38M 0.47%
5,530
-267
50
$1.36M 0.46%
3,579
-39
1
2
3 4 5