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
$316M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.09M
3
+$1.23M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$880K
5
F icon
Ford
F
+$875K

Top Sells

1
+$2.73M
2
+$1.66M
3
+$1.3M
4
DKNG icon
DraftKings
DKNG
+$995K
5
NVDA icon
NVIDIA
NVDA
+$785K

Sector Composition

1 Technology 13.9%
2 Consumer Discretionary 9.26%
3 Financials 7.5%
4 Communication Services 6.02%
5 Healthcare 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 0.48%
46,934
+6,134
52
$1.5M 0.48%
21,130
-1,783
53
$1.47M 0.47%
10,449
-459
54
$1.47M 0.47%
16,633
+489
55
$1.47M 0.47%
48,102
+2,298
56
$1.4M 0.44%
5,947
+926
57
$1.37M 0.43%
29,217
+4,875
58
$1.34M 0.42%
1,627
+843
59
$1.33M 0.42%
32,718
+12,053
60
$1.32M 0.42%
36,105
+2,446
61
$1.3M 0.41%
24,244
+1,048
62
$1.25M 0.39%
3,309
-227
63
$1.24M 0.39%
21,425
-4,120
64
$1.22M 0.39%
25,112
-13,536
65
$1.21M 0.38%
7,895
+720
66
$1.2M 0.38%
40,647
+2,559
67
$1.2M 0.38%
9,030
-120
68
$1.17M 0.37%
16,757
-610
69
$1.14M 0.36%
3,077
+1,117
70
$1.14M 0.36%
15,634
+5,811
71
$1.13M 0.36%
24,983
-3
72
$1.09M 0.35%
30,501
-1,701
73
$1.09M 0.35%
5,830
74
$1.07M 0.34%
114,500
+90,100
75
$1.07M 0.34%
20,691
+48
1 2
3
4 5