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
$515M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.68M
3
+$2.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.28M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.97M

Top Sells

1
+$1.59M
2
+$1.38M
3
+$1.28M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.22M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$965K

Sector Composition

1 Technology 11.6%
2 Consumer Discretionary 4.08%
3 Financials 3.58%
4 Communication Services 2.21%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.22M 0.23%
37,339
-121
77
$1.21M 0.23%
18,086
+1
78
$1.2M 0.23%
38,609
-18,233
79
$1.19M 0.23%
19,797
-1,398
80
$1.13M 0.22%
5,914
81
$1.13M 0.22%
19,703
+18
82
$1.11M 0.21%
27,209
+509
83
$1.09M 0.21%
3,863
+67
84
$1.05M 0.2%
5,520
+36
85
$1.04M 0.2%
9,278
+300
86
$1M 0.19%
+31,365
87
$995K 0.19%
3,264
-15
88
$994K 0.19%
15,495
-1,268
89
$992K 0.19%
3,461
+91
90
$974K 0.19%
13,265
+1,023
91
$954K 0.18%
41,594
-11,567
92
$939K 0.18%
4,688
+77
93
$936K 0.18%
37,910
-16,929
94
$920K 0.18%
24,274
+13,852
95
$891K 0.17%
5,106
96
$887K 0.17%
27,877
-11,543
97
$886K 0.17%
+8,431
98
$866K 0.17%
2,570
+284
99
$855K 0.16%
16,993
+7,535
100
$852K 0.16%
5,764
-27
2 3
4
5 6