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
$335M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.22M
3
+$1.14M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$914K

Top Sells

1
+$23.6M
2
+$10.8M
3
+$4.63M
4
AMD icon
Advanced Micro Devices
AMD
+$2.52M
5
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$2.48M

Sector Composition

1 Technology 16.3%
2 Consumer Discretionary 10.34%
3 Financials 7.21%
4 Communication Services 6.28%
5 Healthcare 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.52M 0.45%
23,137
-164,663
52
$1.52M 0.45%
3,395
+118
53
$1.49M 0.45%
49,477
+16,926
54
$1.49M 0.44%
31,008
+9,116
55
$1.48M 0.44%
29,295
-6,431
56
$1.44M 0.43%
35,087
+17,095
57
$1.42M 0.42%
17,200
+951
58
$1.38M 0.41%
25,691
+11,975
59
$1.38M 0.41%
40,730
+19,717
60
$1.36M 0.41%
14,302
-3,824
61
$1.35M 0.4%
48,483
-32,307
62
$1.35M 0.4%
44,563
+2,510
63
$1.33M 0.4%
6,900
-2,831
64
$1.33M 0.4%
8,940
-80
65
$1.33M 0.4%
7,696
-12
66
$1.32M 0.39%
5,831
67
$1.32M 0.39%
22,039
-11,475
68
$1.29M 0.38%
5,200
-5
69
$1.28M 0.38%
4,451
-2
70
$1.28M 0.38%
5,156
71
$1.25M 0.37%
4,930
-238
72
$1.25M 0.37%
24,675
+64
73
$1.25M 0.37%
7,103
-19
74
$1.22M 0.37%
+28,768
75
$1.21M 0.36%
23,975
+10,742
1 2
3
4 5