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
$255M
AUM Growth
-$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$987K
3
+$547K
4
EXE
Expand Energy Corp
EXE
+$336K
5
FDX icon
FedEx
FDX
+$286K

Top Sells

1
+$73.3M
2
+$16.5M
3
+$538K
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$509K
5
RH icon
RH
RH
+$422K

Sector Composition

1 Technology 12.72%
2 Consumer Discretionary 8.75%
3 Financials 6.72%
4 Healthcare 4.54%
5 Consumer Staples 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.27M 0.89%
87,921
-452
27
$2.26M 0.89%
6,310
-59
28
$2.2M 0.86%
28,913
+1,668
29
$2.18M 0.86%
6,103
+24
30
$2.03M 0.8%
7,605
-148
31
$1.9M 0.75%
11,646
-39
32
$1.74M 0.68%
20,217
+16
33
$1.74M 0.68%
70,634
-89
34
$1.7M 0.67%
13,484
+116
35
$1.69M 0.66%
6,119
+93
36
$1.65M 0.65%
9,674
37
$1.65M 0.65%
31,985
-817
38
$1.62M 0.63%
32,225
-690
39
$1.61M 0.63%
42,745
+1,020
40
$1.54M 0.61%
60,889
+7,870
41
$1.53M 0.6%
9,381
-246
42
$1.5M 0.59%
23,626
-8,490
43
$1.43M 0.56%
17,091
-375
44
$1.34M 0.53%
6,895
-77
45
$1.33M 0.52%
5,870
46
$1.31M 0.52%
5,692
-102
47
$1.29M 0.51%
29,835
+522
48
$1.26M 0.49%
10,326
+1
49
$1.18M 0.46%
66,171
+913
50
$1.17M 0.46%
6,308
+808
1
2
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