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
$334M
AUM Growth
-$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.41M
3
+$1.37M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.19M
5
GLD icon
SPDR Gold Trust
GLD
+$1.16M

Top Sells

1
+$1.93M
2
+$1.41M
3
+$1.02M
4
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$956K
5
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$895K

Sector Composition

1 Technology 14.45%
2 Consumer Discretionary 8.82%
3 Financials 6.95%
4 Communication Services 4.18%
5 Consumer Staples 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.19M 0.36%
+24,313
77
$1.19M 0.36%
24,498
+37
78
$1.16M 0.35%
1,520
+928
79
$1.16M 0.35%
90,103
-12,000
80
$1.13M 0.34%
1,968
+271
81
$1.13M 0.34%
22,205
+3,198
82
$1.11M 0.33%
25,801
-2,434
83
$1.11M 0.33%
20,748
+9,080
84
$1.09M 0.33%
39,442
-5,147
85
$1.08M 0.33%
33,723
+6,666
86
$1.08M 0.32%
6,151
-32
87
$1.08M 0.32%
24,612
-1,123
88
$1.06M 0.32%
15,093
+1
89
$1.05M 0.32%
4,751
+1,841
90
$1.02M 0.31%
4,591
+1,941
91
$1.02M 0.3%
8,902
+180
92
$1.01M 0.3%
19,002
+1,574
93
$1.01M 0.3%
6,217
+2,373
94
$998K 0.3%
9,948
+828
95
$997K 0.3%
7,559
+3,932
96
$986K 0.3%
+32,180
97
$965K 0.29%
4,457
+670
98
$964K 0.29%
34,677
-7,728
99
$958K 0.29%
+73,180
100
$953K 0.29%
17,138
-1,231
2 3
4
5 6