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
$316M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.09M
3
+$1.23M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$880K
5
F icon
Ford
F
+$875K

Top Sells

1
+$2.73M
2
+$1.66M
3
+$1.3M
4
DKNG icon
DraftKings
DKNG
+$995K
5
NVDA icon
NVIDIA
NVDA
+$785K

Sector Composition

1 Technology 13.9%
2 Consumer Discretionary 9.26%
3 Financials 7.5%
4 Communication Services 6.02%
5 Healthcare 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.07M 0.34%
41,109
+9,860
77
$1.07M 0.34%
8,860
-440
78
$1.05M 0.33%
6,087
-42
79
$1.03M 0.32%
92,526
+79,368
80
$1.01M 0.32%
18,725
-1,900
81
$1M 0.32%
6,525
+765
82
$1M 0.32%
16,084
-29
83
$974K 0.31%
2,648
-141
84
$968K 0.31%
6,709
-137
85
$963K 0.3%
4,879
+2,144
86
$960K 0.3%
20,553
+2,787
87
$956K 0.3%
26,224
+12,383
88
$954K 0.3%
35,615
+4,131
89
$953K 0.3%
15,089
+1
90
$947K 0.3%
37,714
+20
91
$943K 0.3%
21,250
-33
92
$941K 0.3%
2,001
+316
93
$932K 0.3%
5,198
+35
94
$932K 0.3%
3,993
-708
95
$930K 0.29%
4,999
+801
96
$925K 0.29%
38,992
+8,584
97
$918K 0.29%
11,373
+1,941
98
$910K 0.29%
3,716
+345
99
$892K 0.28%
7,828
-661
100
$890K 0.28%
8,053
+506
2 3
4
5 6