IA
Insight Advisors Portfolio holdings
AUM $571M
AUM
$571M
AUM Growth
-$13M (-2%)
Cap. Flow
+$13.5M
Cap. Flow % of AUM
2.36%
Top 10 Holdings %Top 10 Hldgs %
53.01%
Holding
296
New
13
Increased
125
Reduced
104
Closed
21
Top Buys
| 1 | $3.57M | |
| 2 | $2.26M | |
| 3 | $2.02M | |
| 4 | $1.5M | |
| 5 | $1.45M |
Top Sells
| 1 | $2.48M | |
| 2 | $752K | |
| 3 | $608K | |
| 4 | $584K | |
| 5 | $539K |
Sector Composition
| 1 | Technology | 10.88% |
| 2 | Financials | 3.37% |
| 3 | Consumer Discretionary | 2.99% |
| 4 | Communication Services | 2.23% |
| 5 | Consumer Staples | 1.72% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $606K | 0.11% | 1,945 -18 | -0.9% | -$5.61K | |||
| $606K | 0.11% | 2,098 | – | – | |||
| $591K | 0.1% | 43,386 +1,140 | +3% | +$15.5K | |||
| $569K | 0.1% | 5,437 +16 | +0.3% | +$1.67K | |||
| $568K | 0.1% | 2,845 -179 | -6% | -$35.7K | |||
| $561K | 0.1% | 2,039 -18 | -0.9% | -$4.95K | |||
| $549K | 0.1% | 7,120 +574 | +9% | +$44.2K | |||
| $544K | 0.09% | 17,034 -4,194 | -20% | -$134K | |||
| $542K | 0.09% | 17,503 +50 | +0.3% | +$1.55K | |||
| $528K | 0.09% | 3,585 -212 | -6% | -$31.2K | |||
| $526K | 0.09% | 3,425 +24 | +0.7% | +$3.69K | |||
| $519K | 0.09% | 27,296 +2,312 | +9% | +$43.9K | |||
| $515K | 0.09% | 2,959 -895 | -23% | -$156K | |||
| $514K | 0.09% | 2,452 +27 | +1% | +$5.66K | |||
| $513K | 0.09% | 6,548 +568 | +10% | +$44.5K | |||
| $507K | 0.09% | 24,172 -4,520 | -16% | -$94.9K | |||
| $507K | 0.09% | 2,660 -1 | -0% | -$191 | |||
| $506K | 0.09% | 966 -185 | -16% | -$96.9K | |||
| $496K | 0.09% | 2,344 | – | – | |||
| $496K | 0.09% | 5,289 +2 | +0% | +$187 | |||
| $495K | 0.09% | 7,581 +7 | +0.1% | +$457 | |||
| $494K | 0.09% | 5,962 +149 | +3% | +$12.4K | |||
| $487K | 0.08% | 4,400 | – | – | |||
| $487K | 0.08% | 2,356 -53 | -2% | -$10.9K | |||
| $484K | 0.08% | 4,431 -1,363 | -24% | -$149K |
