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
$319M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$1.62M
3
+$943K
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$853K
5
IGLD icon
FT Vest Gold Strategy Target Income ETF
IGLD
+$850K

Top Sells

1
+$6.04M
2
+$2.8M
3
+$2.74M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$1.22M
5
IPWR icon
Ideal Power
IPWR
+$873K

Sector Composition

1 Technology 15.37%
2 Consumer Discretionary 8.85%
3 Financials 6.98%
4 Communication Services 6.19%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.05M 0.33%
6,184
+97
77
$1.05M 0.33%
21,892
+16,505
78
$1.03M 0.32%
73,776
-1,927
79
$1.02M 0.32%
6,507
-202
80
$1.01M 0.32%
18,752
-1,939
81
$1M 0.31%
32,551
+24,811
82
$996K 0.31%
2,625
-23
83
$988K 0.31%
27,890
+7,833
84
$977K 0.31%
6,466
-59
85
$974K 0.31%
1,826
-175
86
$956K 0.3%
8,728
+675
87
$949K 0.3%
15,090
+1
88
$929K 0.29%
23,532
+1,485
89
$924K 0.29%
8,247
+419
90
$917K 0.29%
16,826
-1,899
91
$917K 0.29%
14,593
-1,491
92
$893K 0.28%
3,187
-78
93
$886K 0.28%
3,679
+127
94
$875K 0.27%
5,156
-42
95
$865K 0.27%
18,243
-2,310
96
$859K 0.27%
31,617
-3,998
97
$855K 0.27%
34,075
-3,639
98
$850K 0.27%
+41,655
99
$848K 0.27%
19,644
-1,606
100
$836K 0.26%
6,944
+1
2 3
4
5 6