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
$255M
AUM Growth
-$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$987K
3
+$547K
4
EXE
Expand Energy Corp
EXE
+$336K
5
FDX icon
FedEx
FDX
+$286K

Top Sells

1
+$73.3M
2
+$16.5M
3
+$538K
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$509K
5
RH icon
RH
RH
+$422K

Sector Composition

1 Technology 12.72%
2 Consumer Discretionary 8.75%
3 Financials 6.72%
4 Healthcare 4.54%
5 Consumer Staples 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$692K 0.27%
25,335
-1,200
102
$680K 0.27%
1,340
-1
103
$672K 0.26%
28,122
-2,402
104
$652K 0.26%
3,977
-10
105
$619K 0.24%
13,940
-30
106
$615K 0.24%
13,865
-362
107
$614K 0.24%
7,494
+276
108
$605K 0.24%
6,936
-113
109
$604K 0.24%
4,501
-8
110
$604K 0.24%
2,678
+11
111
$597K 0.23%
7,974
+1
112
$590K 0.23%
12,112
+547
113
$589K 0.23%
18,496
+37
114
$586K 0.23%
6,708
+233
115
$581K 0.23%
6,095
+243
116
$572K 0.22%
2,012
-8
117
$571K 0.22%
19,556
+965
118
$566K 0.22%
3,248
-21
119
$554K 0.22%
25,471
+6,466
120
$553K 0.22%
12,600
-1,338
121
$547K 0.21%
+9,306
122
$538K 0.21%
14,258
-465
123
$537K 0.21%
5,156
124
$531K 0.21%
5,082
-9
125
$529K 0.21%
22,955
+19
3 4
5
6 7