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
$448M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$963K
3
+$934K
4
HEAL
Global X Funds Global X HealthTech ETF
HEAL
+$863K
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$806K

Top Sells

1
+$5.56M
2
+$2.18M
3
+$760K
4
PLAT
WisdomTree Growth Leaders Fund
PLAT
+$614K
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$583K

Sector Composition

1 Technology 9.96%
2 Consumer Discretionary 4.55%
3 Financials 3.52%
4 Healthcare 2.15%
5 Industrials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$989K 0.22%
5,978
-117
77
$988K 0.22%
21,065
-7,157
78
$982K 0.22%
3,866
-1,033
79
$981K 0.22%
22,765
-93
80
$975K 0.22%
18,710
-226
81
$943K 0.21%
18,009
-1,539
82
$940K 0.21%
25,351
+164
83
$928K 0.21%
61,352
+186
84
$926K 0.21%
26,787
+18,260
85
$903K 0.2%
16,588
-255
86
$902K 0.2%
8,735
+31
87
$884K 0.2%
7,307
-80
88
$875K 0.2%
6,592
-219
89
$855K 0.19%
5,106
90
$850K 0.19%
53,859
+2,857
91
$842K 0.19%
10,067
-1,507
92
$826K 0.18%
22,203
-2,075
93
$826K 0.18%
12,447
+99
94
$822K 0.18%
3,893
-14
95
$792K 0.18%
27,570
+19,653
96
$792K 0.18%
8,080
+34
97
$780K 0.17%
30,751
+197
98
$780K 0.17%
3,313
99
$769K 0.17%
3,079
-169
100
$759K 0.17%
18,900
-1,273
2 3
4
5 6