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
$448M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$963K
3
+$934K
4
HEAL
Global X Funds Global X HealthTech ETF
HEAL
+$863K
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$806K

Top Sells

1
+$5.56M
2
+$2.18M
3
+$760K
4
PLAT
WisdomTree Growth Leaders Fund
PLAT
+$614K
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$583K

Sector Composition

1 Technology 9.96%
2 Consumer Discretionary 4.55%
3 Financials 3.52%
4 Healthcare 2.15%
5 Industrials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41M 0.32%
58,262
+12,386
52
$1.39M 0.31%
27,693
-1,534
53
$1.34M 0.3%
10,927
-17,788
54
$1.34M 0.3%
51,388
+35,873
55
$1.32M 0.29%
31,279
-1,448
56
$1.29M 0.29%
5,872
+1
57
$1.29M 0.29%
3,165
+78
58
$1.28M 0.29%
11,327
-1,345
59
$1.27M 0.28%
14,670
+140
60
$1.26M 0.28%
57,298
+28,252
61
$1.23M 0.28%
7,077
-11
62
$1.21M 0.27%
18,105
-543
63
$1.19M 0.27%
37,084
+89
64
$1.19M 0.26%
33,972
+24,742
65
$1.17M 0.26%
3,917
-314
66
$1.16M 0.26%
16,512
+1,058
67
$1.16M 0.26%
58,236
+38,303
68
$1.15M 0.26%
3,369
-154
69
$1.13M 0.25%
18,078
+1
70
$1.11M 0.25%
44,165
+5,273
71
$1.1M 0.25%
2,500
+247
72
$1.04M 0.23%
10,606
-44
73
$1.02M 0.23%
23,926
-166
74
$1.01M 0.23%
3,527
-174
75
$1M 0.22%
67,130
+450
1 2
3
4 5