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
$334M
AUM Growth
-$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.41M
3
+$1.37M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.19M
5
GLD icon
SPDR Gold Trust
GLD
+$1.16M

Top Sells

1
+$1.93M
2
+$1.41M
3
+$1.02M
4
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$956K
5
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$895K

Sector Composition

1 Technology 14.45%
2 Consumer Discretionary 8.82%
3 Financials 6.95%
4 Communication Services 4.18%
5 Consumer Staples 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.59M 0.48%
38,797
+453
52
$1.58M 0.48%
42,748
+365
53
$1.57M 0.47%
32,739
-10,999
54
$1.55M 0.46%
10,356
+75
55
$1.55M 0.46%
6,256
+1,654
56
$1.51M 0.45%
89,115
-2,424
57
$1.51M 0.45%
3,618
+1
58
$1.5M 0.45%
47,802
-16,197
59
$1.5M 0.45%
4,253
-454
60
$1.5M 0.45%
30,108
+8,733
61
$1.49M 0.45%
20,453
+10,924
62
$1.48M 0.44%
50,856
+9,104
63
$1.44M 0.43%
7,696
-100
64
$1.43M 0.43%
24,935
+19,385
65
$1.41M 0.42%
+8,376
66
$1.35M 0.41%
25,227
-17,817
67
$1.33M 0.4%
5,869
+38
68
$1.33M 0.4%
46,357
+20,873
69
$1.31M 0.39%
27,509
-706
70
$1.3M 0.39%
16,984
-207
71
$1.27M 0.38%
50,516
+2,738
72
$1.24M 0.37%
18,631
-5,340
73
$1.22M 0.37%
43,790
+10,090
74
$1.22M 0.37%
8,760
-720
75
$1.2M 0.36%
2,883
+808
1 2
3
4 5