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
$264M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12.7M
3
+$5.27M
4
NFLX icon
Netflix
NFLX
+$5.13M
5
VUG icon
Vanguard Growth ETF
VUG
+$4.79M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.15%
2 Consumer Discretionary 10.74%
3 Financials 6.58%
4 Communication Services 6.49%
5 Healthcare 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$697K 0.26%
+3,031
102
$694K 0.26%
+7,547
103
$684K 0.26%
+31,249
104
$661K 0.25%
+30,408
105
$649K 0.25%
+6,063
106
$647K 0.24%
+12,343
107
$639K 0.24%
+2,966
108
$631K 0.24%
+5,436
109
$626K 0.24%
+20,665
110
$623K 0.24%
+16,932
111
$622K 0.24%
+9,397
112
$622K 0.24%
+7,313
113
$618K 0.23%
+9,823
114
$594K 0.22%
+8,218
115
$592K 0.22%
+12,222
116
$589K 0.22%
+1,649
117
$588K 0.22%
+35,508
118
$579K 0.22%
+11,258
119
$566K 0.21%
+784
120
$551K 0.21%
+2,809
121
$547K 0.21%
+3,590
122
$544K 0.21%
+4,249
123
$535K 0.2%
+2,748
124
$534K 0.2%
+5,833
125
$534K 0.2%
+1,522
3 4
5
6 7