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
$448M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$963K
3
+$934K
4
HEAL
Global X Funds Global X HealthTech ETF
HEAL
+$863K
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$806K

Top Sells

1
+$5.56M
2
+$2.18M
3
+$760K
4
PLAT
WisdomTree Growth Leaders Fund
PLAT
+$614K
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$583K

Sector Composition

1 Technology 9.96%
2 Consumer Discretionary 4.55%
3 Financials 3.52%
4 Healthcare 2.15%
5 Industrials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$757K 0.17%
5,656
+1,721
102
$755K 0.17%
13,876
+5
103
$738K 0.16%
21,890
104
$730K 0.16%
31,382
+19
105
$726K 0.16%
25,676
106
$724K 0.16%
1,506
-2
107
$717K 0.16%
+23,092
108
$704K 0.16%
4,841
+427
109
$665K 0.15%
2,416
-30
110
$662K 0.15%
+21,992
111
$659K 0.15%
4,142
-23
112
$649K 0.14%
20,799
+4,411
113
$640K 0.14%
12,419
+2,361
114
$638K 0.14%
6,407
-149
115
$628K 0.14%
5,855
-342
116
$617K 0.14%
+29,649
117
$608K 0.14%
4,760
+78
118
$606K 0.14%
19,280
-361
119
$605K 0.14%
2,726
-25
120
$596K 0.13%
5,338
-5
121
$575K 0.13%
1,419
-360
122
$574K 0.13%
1,100
+88
123
$574K 0.13%
21,616
+4,000
124
$573K 0.13%
+30,971
125
$572K 0.13%
5,183
-20
3 4
5
6 7