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
$335M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.22M
3
+$1.14M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$914K

Top Sells

1
+$23.6M
2
+$10.8M
3
+$4.63M
4
AMD icon
Advanced Micro Devices
AMD
+$2.52M
5
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$2.48M

Sector Composition

1 Technology 16.3%
2 Consumer Discretionary 10.34%
3 Financials 7.21%
4 Communication Services 6.28%
5 Healthcare 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$914K 0.27%
1,773
+41
102
$910K 0.27%
14,375
-218
103
$906K 0.27%
34,180
-14,932
104
$874K 0.26%
+50,000
105
$855K 0.26%
16,965
-1,278
106
$852K 0.25%
2,719
+94
107
$845K 0.25%
+26,550
108
$838K 0.25%
3,992
+672
109
$815K 0.24%
22,143
+1,639
110
$811K 0.24%
15,925
+3,824
111
$810K 0.24%
+5,582
112
$809K 0.24%
40,355
-1,300
113
$779K 0.23%
4,577
-159
114
$775K 0.23%
12,164
-160
115
$775K 0.23%
10,576
+1,763
116
$766K 0.23%
17,702
-1,942
117
$749K 0.22%
5,800
-14
118
$747K 0.22%
27,914
+13,663
119
$746K 0.22%
27,914
-3,703
120
$738K 0.22%
3,103
-212
121
$738K 0.22%
9,553
-368
122
$732K 0.22%
14,421
+2,302
123
$726K 0.22%
12,645
+70
124
$722K 0.22%
28,764
-5,311
125
$722K 0.22%
2,058
-128
3 4
5
6 7