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
$295M
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.32M
3
+$1.18M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.02M
5
TSLA icon
Tesla
TSLA
+$971K

Top Sells

1
+$1.39M
2
+$1.19M
3
+$1.19M
4
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$1.16M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.07M

Sector Composition

1 Technology 14.46%
2 Consumer Discretionary 9.5%
3 Financials 6.66%
4 Healthcare 4.11%
5 Consumer Staples 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$765K 0.26%
1,434
+5
102
$739K 0.25%
14,723
-3,908
103
$733K 0.25%
14,227
-13
104
$732K 0.25%
4,380
-4,548
105
$730K 0.25%
11,562
-260
106
$726K 0.25%
3,987
-604
107
$713K 0.24%
7,049
+129
108
$712K 0.24%
7,007
-552
109
$701K 0.24%
4,382
+2,041
110
$699K 0.24%
18,459
-2,058
111
$698K 0.24%
13,938
-11,289
112
$695K 0.24%
5,156
113
$694K 0.24%
2,020
-292
114
$691K 0.23%
3,269
+400
115
$681K 0.23%
11,565
+4,239
116
$670K 0.23%
17,565
+5,835
117
$659K 0.22%
2,667
+2
118
$655K 0.22%
5,724
-1,050
119
$647K 0.22%
3,422
-725
120
$645K 0.22%
18,591
+6,937
121
$634K 0.22%
4,509
-1,708
122
$628K 0.21%
+21,465
123
$616K 0.21%
7,973
+6
124
$616K 0.21%
12,293
-606
125
$615K 0.21%
2,464
+26
3 4
5
6 7