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
$319M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$1.62M
3
+$943K
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$853K
5
IGLD icon
FT Vest Gold Strategy Target Income ETF
IGLD
+$850K

Top Sells

1
+$6.04M
2
+$2.8M
3
+$2.74M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$1.22M
5
IPWR icon
Ideal Power
IPWR
+$873K

Sector Composition

1 Technology 15.37%
2 Consumer Discretionary 8.85%
3 Financials 6.98%
4 Communication Services 6.19%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 0.48%
20,144
-986
52
$1.52M 0.48%
10,752
-2,008
53
$1.49M 0.47%
10,589
+140
54
$1.46M 0.46%
70,805
-9,526
55
$1.42M 0.44%
5,205
+1,489
56
$1.4M 0.44%
37,746
+11,522
57
$1.39M 0.44%
74,008
+41,192
58
$1.39M 0.44%
42,361
-4,573
59
$1.35M 0.42%
3,277
-32
60
$1.32M 0.42%
49,112
-20,736
61
$1.32M 0.41%
24,432
+188
62
$1.3M 0.41%
7,708
-187
63
$1.26M 0.4%
42,053
+1,406
64
$1.24M 0.39%
5,168
-779
65
$1.24M 0.39%
4,453
-1,159
66
$1.23M 0.38%
9,020
+160
67
$1.22M 0.38%
16,249
-508
68
$1.22M 0.38%
5,831
+1
69
$1.2M 0.38%
7,122
-1,908
70
$1.2M 0.38%
32,597
-3,508
71
$1.15M 0.36%
24,418
+12,466
72
$1.13M 0.35%
24,611
-372
73
$1.11M 0.35%
125,000
+10,500
74
$1.09M 0.34%
29,379
-1,122
75
$1.05M 0.33%
18,871
-2,554
1 2
3
4 5