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
$316M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.09M
3
+$1.23M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$880K
5
F icon
Ford
F
+$875K

Top Sells

1
+$2.73M
2
+$1.66M
3
+$1.3M
4
DKNG icon
DraftKings
DKNG
+$995K
5
NVDA icon
NVIDIA
NVDA
+$785K

Sector Composition

1 Technology 13.9%
2 Consumer Discretionary 9.26%
3 Financials 7.5%
4 Communication Services 6.02%
5 Healthcare 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$887K 0.28%
22,047
+726
102
$875K 0.28%
+75,703
103
$873K 0.28%
+92,350
104
$850K 0.27%
3,725
+998
105
$848K 0.27%
3,265
-191
106
$834K 0.26%
2,190
+541
107
$830K 0.26%
6,536
-225
108
$817K 0.26%
3,552
-1,127
109
$812K 0.26%
+228,725
110
$808K 0.26%
6,739
+2,621
111
$795K 0.25%
6,943
+880
112
$788K 0.25%
15,397
-5,453
113
$757K 0.24%
8,881
-520
114
$739K 0.23%
13,069
+847
115
$720K 0.23%
20,057
+10,000
116
$715K 0.23%
7,322
+9
117
$713K 0.23%
11,202
-751
118
$694K 0.22%
3,084
+275
119
$693K 0.22%
8,316
-1,081
120
$692K 0.22%
+11,023
121
$690K 0.22%
2,944
+995
122
$689K 0.22%
+761
123
$680K 0.22%
988
124
$679K 0.21%
2,835
-196
125
$677K 0.21%
8,809
+2,619
3 4
5
6 7