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
$515M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.68M
3
+$2.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.28M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.97M

Top Sells

1
+$1.59M
2
+$1.38M
3
+$1.28M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.22M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$965K

Sector Composition

1 Technology 11.6%
2 Consumer Discretionary 4.08%
3 Financials 3.58%
4 Communication Services 2.21%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.81M 0.35%
3,758
+21
52
$1.8M 0.35%
2,964
+163
53
$1.72M 0.33%
4,473
-141
54
$1.68M 0.32%
63,121
+18,003
55
$1.62M 0.31%
54,504
-13,607
56
$1.58M 0.3%
10,113
57
$1.57M 0.3%
56,426
+2,066
58
$1.56M 0.3%
31,126
-680
59
$1.54M 0.3%
6,784
-57
60
$1.54M 0.3%
30,219
+4,303
61
$1.46M 0.28%
5,860
+1
62
$1.46M 0.28%
9,006
-686
63
$1.46M 0.28%
17,904
-9,692
64
$1.44M 0.28%
51,549
-18,943
65
$1.4M 0.27%
16,588
+4
66
$1.39M 0.27%
23,922
+75
67
$1.3M 0.25%
38,655
-19,268
68
$1.28M 0.25%
7,307
-81
69
$1.27M 0.24%
20,652
+1,603
70
$1.25M 0.24%
+28,903
71
$1.25M 0.24%
8,802
+2,424
72
$1.25M 0.24%
57,248
-10,770
73
$1.24M 0.24%
10,018
+4
74
$1.24M 0.24%
10,716
+22
75
$1.22M 0.23%
7,224
+366
1 2
3
4 5