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
$255M
AUM Growth
-$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$987K
3
+$547K
4
EXE
Expand Energy Corp
EXE
+$336K
5
FDX icon
FedEx
FDX
+$286K

Top Sells

1
+$73.3M
2
+$16.5M
3
+$538K
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$509K
5
RH icon
RH
RH
+$422K

Sector Composition

1 Technology 12.72%
2 Consumer Discretionary 8.75%
3 Financials 6.72%
4 Healthcare 4.54%
5 Consumer Staples 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 0.46%
11,485
+326
52
$1.15M 0.45%
28,944
+898
53
$1.13M 0.45%
36,175
-2,887
54
$1.13M 0.44%
5,425
-105
55
$1.12M 0.44%
37,205
-1,411
56
$1.11M 0.44%
3,628
+49
57
$1.1M 0.43%
43,800
+1,070
58
$1.09M 0.43%
50,330
-404
59
$1.06M 0.42%
3,962
-104
60
$1.03M 0.4%
25,006
-851
61
$1.02M 0.4%
31,079
-1,774
62
$1.02M 0.4%
7,560
+45
63
$1.02M 0.4%
38,187
+1,098
64
$1.01M 0.4%
26,596
-773
65
$992K 0.39%
24,665
66
$987K 0.39%
+7,751
67
$984K 0.39%
40,914
68
$963K 0.38%
2,040
+51
69
$962K 0.38%
4,365
-210
70
$947K 0.37%
2,884
-13
71
$947K 0.37%
84,552
-4,668
72
$933K 0.37%
51,573
+4,045
73
$922K 0.36%
15,944
-91
74
$913K 0.36%
2,733
+43
75
$890K 0.35%
6,562
-526
1 2
3
4 5