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
$334M
AUM Growth
-$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.41M
3
+$1.37M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.19M
5
GLD icon
SPDR Gold Trust
GLD
+$1.16M

Top Sells

1
+$1.93M
2
+$1.41M
3
+$1.02M
4
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$956K
5
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$895K

Sector Composition

1 Technology 14.45%
2 Consumer Discretionary 8.82%
3 Financials 6.95%
4 Communication Services 4.18%
5 Consumer Staples 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$950K 0.28%
31,378
-5,687
102
$925K 0.28%
9,336
+2,707
103
$912K 0.27%
6,774
-395
104
$898K 0.27%
18,320
+1,039
105
$894K 0.27%
10,822
+5,434
106
$893K 0.27%
11,780
+2,728
107
$880K 0.26%
4,147
+778
108
$874K 0.26%
2,105
+1,617
109
$867K 0.26%
6,238
-675
110
$839K 0.25%
+21,823
111
$834K 0.25%
5,156
112
$828K 0.25%
1,402
-101
113
$826K 0.25%
2,312
+840
114
$820K 0.25%
14,240
115
$815K 0.24%
11,822
+1,027
116
$796K 0.24%
5,841
-1,222
117
$780K 0.23%
+7,287
118
$764K 0.23%
11,388
-1,747
119
$755K 0.23%
26,708
+4,949
120
$749K 0.22%
20,517
-963
121
$747K 0.22%
6,920
-1,547
122
$736K 0.22%
+19,445
123
$729K 0.22%
1,429
+59
124
$720K 0.22%
3,892
-716
125
$711K 0.21%
6,852
+108
3 4
5
6 7