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
$448M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$963K
3
+$934K
4
HEAL
Global X Funds Global X HealthTech ETF
HEAL
+$863K
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$806K

Top Sells

1
+$5.56M
2
+$2.18M
3
+$760K
4
PLAT
WisdomTree Growth Leaders Fund
PLAT
+$614K
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$583K

Sector Composition

1 Technology 9.96%
2 Consumer Discretionary 4.55%
3 Financials 3.52%
4 Healthcare 2.15%
5 Industrials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.73M 0.61%
19,183
-180
27
$2.71M 0.61%
145,622
-79
28
$2.53M 0.56%
82,737
-13,115
29
$2.53M 0.56%
5,702
+118
30
$2.34M 0.52%
39,325
+11,441
31
$2.33M 0.52%
20,181
+45
32
$2.28M 0.51%
6,179
-671
33
$2.16M 0.48%
66,339
-10,045
34
$2.09M 0.47%
45,491
-79
35
$1.99M 0.44%
17,469
+112
36
$1.97M 0.44%
11,914
+16
37
$1.91M 0.43%
68,273
+16,400
38
$1.79M 0.4%
53,490
-64
39
$1.77M 0.4%
8,608
40
$1.69M 0.38%
3,816
+22
41
$1.61M 0.36%
34,692
+11,172
42
$1.59M 0.35%
10,453
-416
43
$1.56M 0.35%
6,806
-10
44
$1.56M 0.35%
16,768
-303
45
$1.51M 0.34%
2,797
-40
46
$1.5M 0.34%
33,499
+9,400
47
$1.48M 0.33%
4,767
-211
48
$1.48M 0.33%
7,993
+12
49
$1.45M 0.32%
39,609
-72
50
$1.42M 0.32%
10,259
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