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
$255M
AUM Growth
-$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$987K
3
+$547K
4
EXE
Expand Energy Corp
EXE
+$336K
5
FDX icon
FedEx
FDX
+$286K

Top Sells

1
+$73.3M
2
+$16.5M
3
+$538K
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$509K
5
RH icon
RH
RH
+$422K

Sector Composition

1 Technology 12.72%
2 Consumer Discretionary 8.75%
3 Financials 6.72%
4 Healthcare 4.54%
5 Consumer Staples 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$885K 0.35%
24,663
+46
77
$878K 0.35%
66,700
-900
78
$878K 0.35%
6,121
+15
79
$877K 0.34%
9,126
-171,674
80
$877K 0.34%
24,735
+381
81
$863K 0.34%
33,723
82
$859K 0.34%
8,704
+109
83
$858K 0.34%
10,429
+138
84
$852K 0.33%
20,185
-1,523
85
$850K 0.33%
21,852
+28
86
$848K 0.33%
15,088
+2
87
$808K 0.32%
52,524
-1,967
88
$801K 0.31%
11,400
+107
89
$781K 0.31%
1,546
+112
90
$779K 0.31%
4,388
-33
91
$776K 0.3%
18,489
+588
92
$776K 0.3%
13,415
-1,406
93
$771K 0.3%
6,003
+11
94
$769K 0.3%
4,972
+592
95
$759K 0.3%
9,274
-14
96
$731K 0.29%
19,670
+2,105
97
$726K 0.29%
16,459
-978
98
$715K 0.28%
4,782
+400
99
$715K 0.28%
25,430
-1,204
100
$706K 0.28%
12,734
+1,172
2 3
4
5 6