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
$295M
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.32M
3
+$1.18M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.02M
5
TSLA icon
Tesla
TSLA
+$971K

Top Sells

1
+$1.39M
2
+$1.19M
3
+$1.19M
4
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$1.16M
5
QQQ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.02M 0.35%
4,575
+118
77
$998K 0.34%
21,708
-11,031
78
$995K 0.34%
24,354
-258
79
$993K 0.34%
6,106
-45
80
$992K 0.34%
24,617
-1,184
81
$977K 0.33%
15,086
-7
82
$964K 0.33%
21,824
+3,504
83
$951K 0.32%
14,821
+3,433
84
$951K 0.32%
10,291
+343
85
$945K 0.32%
8,595
-307
86
$930K 0.32%
26,535
+1,600
87
$926K 0.31%
4,421
-330
88
$912K 0.31%
11,293
-487
89
$905K 0.31%
+47,528
90
$890K 0.3%
17,437
+299
91
$889K 0.3%
2,690
-193
92
$872K 0.3%
17,901
-1,101
93
$867K 0.29%
9,288
-48
94
$838K 0.28%
17,089
-3,364
95
$826K 0.28%
5,992
-246
96
$809K 0.27%
+5,500
97
$797K 0.27%
26,634
-4,744
98
$789K 0.27%
30,524
-8,918
99
$782K 0.27%
1,341
-61
100
$772K 0.26%
13,970
+3,560
2 3
4
5 6