IA
Insight Advisors Portfolio holdings
AUM
$620M
This Quarter Return
-15.82%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$295M
AUM Growth
+$295M
(-12%)
Cap. Flow
+$5.6M
Cap. Flow
% of AUM
1.9%
Top 10 Holdings %
Top 10 Hldgs %
23.87%
Holding
338
New
22
Increased
99
Reduced
159
Closed
38
Top Buys
| 1 |
Amazon
AMZN
|
$9.26M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$5.19M |
| 3 |
Novartis
NVS
|
$2.32M |
| 4 |
Lyft
LYFT
|
$1.18M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$1.02M |
Top Sells
| 1 |
Apple
AAPL
|
$1.39M |
| 2 |
Netflix
NFLX
|
$1.19M |
| 3 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
$1.19M |
| 4 |
ProShares UltraPro Short QQQ
SQQQ
|
$1.16M |
| 5 |
Invesco QQQ Trust
QQQ
|
$1.07M |
Sector Composition
| 1 | Technology | 14.46% |
| 2 | Consumer Discretionary | 9.5% |
| 3 | Financials | 6.66% |
| 4 | Healthcare | 4.11% |
| 5 | Consumer Staples | 3.62% |
