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
$295M
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.32M
3
+$1.18M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.02M
5
TSLA icon
Tesla
TSLA
+$971K

Top Sells

1
+$1.39M
2
+$1.19M
3
+$1.19M
4
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$1.16M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.07M

Sector Composition

1 Technology 14.46%
2 Consumer Discretionary 9.5%
3 Financials 6.66%
4 Healthcare 4.11%
5 Consumer Staples 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.45%
42,730
-18
52
$1.3M 0.44%
89,220
+105
53
$1.3M 0.44%
32,853
-3,453
54
$1.3M 0.44%
39,062
-8,377
55
$1.26M 0.43%
38,616
-3,392
56
$1.25M 0.42%
28,046
+7,298
57
$1.24M 0.42%
27,369
+5,164
58
$1.22M 0.41%
29,313
-795
59
$1.21M 0.41%
50,734
+218
60
$1.21M 0.41%
37,089
-1,708
61
$1.2M 0.41%
7,088
-226
62
$1.18M 0.4%
7,515
-181
63
$1.18M 0.4%
4,066
-187
64
$1.18M 0.4%
+67,600
65
$1.13M 0.38%
25,857
-1,652
66
$1.12M 0.38%
11,159
+3,872
67
$1.12M 0.38%
54,491
+3,635
68
$1.11M 0.38%
40,914
-6,888
69
$1.11M 0.38%
16,035
-949
70
$1.1M 0.37%
2,897
+792
71
$1.08M 0.37%
1,616
+96
72
$1.07M 0.36%
180,800
+172,040
73
$1.07M 0.36%
1,989
+21
74
$1.05M 0.36%
24,665
+167
75
$1.04M 0.35%
33,723
1 2
3
4 5