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
$515M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.68M
3
+$2.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.28M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.97M

Top Sells

1
+$1.59M
2
+$1.38M
3
+$1.28M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.22M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$965K

Sector Composition

1 Technology 11.6%
2 Consumer Discretionary 4.08%
3 Financials 3.58%
4 Communication Services 2.21%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.09M 0.59%
63,344
+16,832
27
$3M 0.58%
117,092
+5,015
28
$2.95M 0.57%
+71,711
29
$2.8M 0.54%
27,625
-12,015
30
$2.74M 0.53%
15,587
+854
31
$2.69M 0.52%
20,374
+250
32
$2.67M 0.51%
135,519
-45,159
33
$2.62M 0.5%
17,211
+10,852
34
$2.61M 0.5%
112,512
-55,080
35
$2.6M 0.5%
93,271
+3,588
36
$2.5M 0.48%
133,392
-808
37
$2.37M 0.45%
40,771
-3,789
38
$2.31M 0.44%
17,559
+1,386
39
$2.2M 0.42%
81,927
+49,110
40
$2.19M 0.42%
2,993
+257
41
$2.17M 0.42%
42,981
+10,940
42
$2.05M 0.39%
3,904
+45
43
$2.04M 0.39%
33,128
-15,647
44
$2.01M 0.39%
8,534
45
$2.01M 0.39%
30,836
+2,912
46
$1.97M 0.38%
4,047
+588
47
$1.94M 0.37%
65,898
+11,285
48
$1.9M 0.37%
7,294
+500
49
$1.87M 0.36%
11,813
-271
50
$1.84M 0.35%
36,340
+27,728
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