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
$264M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12.7M
3
+$5.27M
4
NFLX icon
Netflix
NFLX
+$5.13M
5
VUG icon
Vanguard Growth ETF
VUG
+$4.79M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.15%
2 Consumer Discretionary 10.74%
3 Financials 6.58%
4 Communication Services 6.49%
5 Healthcare 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$944K 0.36%
+2,789
77
$940K 0.36%
+16,113
78
$897K 0.34%
+21,283
79
$880K 0.33%
+15,088
80
$872K 0.33%
+6,129
81
$868K 0.33%
+7,175
82
$865K 0.33%
+31,484
83
$863K 0.33%
+6,761
84
$854K 0.32%
+17,766
85
$839K 0.32%
+13,158
86
$833K 0.32%
+3,456
87
$829K 0.31%
+9,401
88
$819K 0.31%
+5,163
89
$815K 0.31%
+9,300
90
$812K 0.31%
+8,489
91
$807K 0.31%
+9,432
92
$789K 0.3%
+2,267
93
$785K 0.3%
+1,685
94
$761K 0.29%
+4,198
95
$754K 0.29%
+24,986
96
$734K 0.28%
+3,371
97
$732K 0.28%
+5,760
98
$707K 0.27%
+11,953
99
$702K 0.27%
+21,321
100
$698K 0.26%
+1,853
2 3
4
5 6