IA

Insight Advisors Portfolio holdings

AUM $660M
1-Year Est. Return 14.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$8.86M
3
+$947K
4
LOGC
ContextLogic
LOGC
+$900K
5
IGLD icon
FT Vest Gold Strategy Target Income ETF
IGLD
+$865K

Top Sells

1
+$5.68M
2
+$2.8M
3
+$2.76M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$1.22M
5
IPWR icon
Ideal Power
IPWR
+$873K

Sector Composition

1 Technology 15.37%
2 Consumer Discretionary 8.85%
3 Financials 6.98%
4 Communication Services 6.19%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$831K 0.26%
4,736
-263
102
$808K 0.25%
12,046
+4,980
103
$800K 0.25%
8,024
+702
104
$796K 0.25%
1,976
+50
105
$793K 0.25%
+2,540
106
$789K 0.25%
9,921
-1,452
107
$783K 0.25%
15,402
+5
108
$778K 0.24%
2,186
-891
109
$773K 0.24%
3,223
-770
110
$772K 0.24%
20,349
-12,369
111
$755K 0.24%
5,814
-722
112
$750K 0.24%
12,324
-745
113
$743K 0.23%
1,732
-51
114
$738K 0.23%
14,352
+3,364
115
$732K 0.23%
12,696
+6,842
116
$722K 0.23%
+5,083
117
$719K 0.23%
17,992
+8,737
118
$708K 0.22%
10,339
-863
119
$707K 0.22%
13,716
+5,982
120
$693K 0.22%
7,975
-906
121
$689K 0.22%
32,447
-6,545
122
$676K 0.21%
12,575
+1,480
123
$668K 0.21%
8,783
+2,665
124
$663K 0.21%
3,014
-70
125
$658K 0.21%
6,202
+827
3 4
5
6 7