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
$319M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$1.62M
3
+$943K
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$853K
5
IGLD icon
FT Vest Gold Strategy Target Income ETF
IGLD
+$850K

Top Sells

1
+$6.04M
2
+$2.8M
3
+$2.74M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$1.22M
5
IPWR icon
Ideal Power
IPWR
+$873K

Sector Composition

1 Technology 15.37%
2 Consumer Discretionary 8.85%
3 Financials 6.98%
4 Communication Services 6.19%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$651K 0.2%
990
+2
127
$651K 0.2%
745
-882
128
$649K 0.2%
2,708
-127
129
$646K 0.2%
+17,150
130
$640K 0.2%
3,587
-3
131
$635K 0.2%
21,013
+11,457
132
$633K 0.2%
3,315
-1,564
133
$628K 0.2%
1,562
-122
134
$627K 0.2%
+13,233
135
$626K 0.2%
7,691
+65
136
$626K 0.2%
8,813
+2,690
137
$617K 0.19%
4,158
-312
138
$615K 0.19%
12,119
+6,884
139
$607K 0.19%
981
+30
140
$603K 0.19%
3,557
-157
141
$601K 0.19%
3,320
-24
142
$600K 0.19%
3,938
+264
143
$599K 0.19%
11,653
-756
144
$595K 0.19%
20,504
+7,202
145
$594K 0.19%
6,854
-398
146
$592K 0.19%
5,626
-124
147
$583K 0.18%
25,053
+11,859
148
$582K 0.18%
12,101
+6,801
149
$582K 0.18%
766
+5
150
$579K 0.18%
4,281
-208
4 5
6
7 8