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
$316M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.09M
3
+$1.23M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$880K
5
F icon
Ford
F
+$875K

Top Sells

1
+$2.73M
2
+$1.66M
3
+$1.3M
4
DKNG icon
DraftKings
DKNG
+$995K
5
NVDA icon
NVIDIA
NVDA
+$785K

Sector Composition

1 Technology 13.9%
2 Consumer Discretionary 9.26%
3 Financials 7.5%
4 Communication Services 6.02%
5 Healthcare 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$669K 0.21%
32,155
-3,353
127
$663K 0.21%
1,783
-70
128
$654K 0.21%
4,470
+221
129
$652K 0.21%
16,761
-171
130
$646K 0.2%
1,684
+221
131
$646K 0.2%
1,926
-341
132
$637K 0.2%
2,966
133
$634K 0.2%
12,409
+1,151
134
$621K 0.2%
+3,690
135
$621K 0.2%
7,626
-592
136
$615K 0.19%
3,714
+1,085
137
$610K 0.19%
4,489
+301
138
$604K 0.19%
7,252
+44
139
$603K 0.19%
11,095
-210
140
$598K 0.19%
3,344
+1,236
141
$598K 0.19%
8,729
-769
142
$596K 0.19%
5,750
-83
143
$593K 0.19%
11,641
+2,159
144
$590K 0.19%
3,590
145
$579K 0.18%
2,604
-144
146
$573K 0.18%
+32,816
147
$567K 0.18%
1,422
-100
148
$566K 0.18%
4,080
+1,146
149
$549K 0.17%
2,475
+48
150
$545K 0.17%
+3,674
4 5
6
7 8