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
$264M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12.7M
3
+$5.27M
4
NFLX icon
Netflix
NFLX
+$5.13M
5
VUG icon
Vanguard Growth ETF
VUG
+$4.79M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.15%
2 Consumer Discretionary 10.74%
3 Financials 6.58%
4 Communication Services 6.49%
5 Healthcare 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$527K 0.2%
+9,498
127
$527K 0.2%
+1,960
128
$520K 0.2%
+11,305
129
$515K 0.19%
+7,208
130
$510K 0.19%
+18,292
131
$506K 0.19%
+1,011
132
$505K 0.19%
+10,003
133
$504K 0.19%
+4,188
134
$503K 0.19%
+1,463
135
$502K 0.19%
+5,405
136
$500K 0.19%
+1,898
137
$496K 0.19%
+2,727
138
$495K 0.19%
+2,427
139
$495K 0.19%
+222
140
$492K 0.19%
+23,912
141
$492K 0.19%
+2,215
142
$490K 0.19%
+23,500
143
$489K 0.19%
+2,102
144
$485K 0.18%
+5,558
145
$484K 0.18%
+7,795
146
$480K 0.18%
+10,927
147
$473K 0.18%
+5,571
148
$469K 0.18%
+2,629
149
$467K 0.18%
+13,841
150
$465K 0.18%
+23,057
4 5
6
7 8