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
$264M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12.7M
3
+$5.27M
4
NFLX icon
Netflix
NFLX
+$5.13M
5
VUG icon
Vanguard Growth ETF
VUG
+$4.79M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.15%
2 Consumer Discretionary 10.74%
3 Financials 6.58%
4 Communication Services 6.49%
5 Healthcare 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.55%
+18,728
52
$1.4M 0.53%
+24,332
53
$1.35M 0.51%
+40,800
54
$1.3M 0.49%
+63,995
55
$1.3M 0.49%
+10,908
56
$1.29M 0.49%
+9,150
57
$1.28M 0.48%
+33,659
58
$1.25M 0.47%
+3,536
59
$1.17M 0.44%
+25,195
60
$1.12M 0.42%
+38,088
61
$1.11M 0.42%
+17,367
62
$1.11M 0.42%
+23,196
63
$1.1M 0.41%
+4,728
64
$1.08M 0.41%
+5,021
65
$1.07M 0.41%
+20,850
66
$1.06M 0.4%
+24,342
67
$1.06M 0.4%
+32,202
68
$1.05M 0.4%
+16,144
69
$1.04M 0.39%
+4,679
70
$1.03M 0.39%
+4,701
71
$1.03M 0.39%
+5,830
72
$1.01M 0.38%
+6,846
73
$992K 0.38%
+20,625
74
$951K 0.36%
+20,643
75
$946K 0.36%
+37,694
1 2
3
4 5