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
$335M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.22M
3
+$1.14M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$914K

Top Sells

1
+$23.6M
2
+$10.8M
3
+$4.63M
4
AMD icon
Advanced Micro Devices
AMD
+$2.52M
5
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$2.48M

Sector Composition

1 Technology 16.3%
2 Consumer Discretionary 10.34%
3 Financials 7.21%
4 Communication Services 6.28%
5 Healthcare 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.2M 0.36%
37,244
-5,117
77
$1.18M 0.35%
7,024
+558
78
$1.15M 0.34%
3,745
+66
79
$1.15M 0.34%
7,005
+5,540
80
$1.12M 0.33%
6,114
-70
81
$1.09M 0.32%
6,624
+117
82
$1.08M 0.32%
1,695
-131
83
$1.08M 0.32%
13,514
+10,562
84
$1.06M 0.32%
18,421
-331
85
$1.05M 0.31%
25,693
+2,161
86
$1.04M 0.31%
8,710
+463
87
$1.03M 0.31%
23,221
+11,991
88
$1.02M 0.31%
19,566
-4,866
89
$995K 0.3%
28,259
-4,338
90
$992K 0.3%
8,421
-307
91
$970K 0.29%
3,183
-4
92
$969K 0.29%
18,695
-176
93
$967K 0.29%
12,746
+3,963
94
$962K 0.29%
25,890
-2,000
95
$962K 0.29%
9,100
+1,076
96
$961K 0.29%
15,091
+1
97
$960K 0.29%
115,400
-9,600
98
$956K 0.29%
20,193
-156
99
$953K 0.28%
17,352
+3,000
100
$915K 0.27%
23,698
-5,681
2 3
4
5 6