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
$335M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.22M
3
+$1.14M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$914K

Top Sells

1
+$23.6M
2
+$10.8M
3
+$4.63M
4
AMD icon
Advanced Micro Devices
AMD
+$2.52M
5
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$2.48M

Sector Composition

1 Technology 16.3%
2 Consumer Discretionary 10.34%
3 Financials 7.21%
4 Communication Services 6.28%
5 Healthcare 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$719K 0.21%
3,014
127
$710K 0.21%
744
-1
128
$704K 0.21%
+12,236
129
$678K 0.2%
7,761
+70
130
$673K 0.2%
6,153
-49
131
$673K 0.2%
26,649
+1,596
132
$669K 0.2%
10,280
+1,632
133
$664K 0.2%
3,787
+200
134
$661K 0.2%
8,100
+4,206
135
$655K 0.2%
971
-10
136
$655K 0.2%
988
-2
137
$641K 0.19%
1,860
+759
138
$641K 0.19%
14,725
+5,770
139
$635K 0.19%
3,970
+32
140
$628K 0.19%
1,375
-16
141
$616K 0.18%
7,200
-775
142
$616K 0.18%
7,571
-4,475
143
$616K 0.18%
5,621
-5
144
$608K 0.18%
3,897
+439
145
$606K 0.18%
18,852
-636
146
$604K 0.18%
+10,246
147
$601K 0.18%
+25,823
148
$576K 0.17%
3,756
-402
149
$571K 0.17%
8,171
-2,168
150
$570K 0.17%
2,653
-55
4 5
6
7 8