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
$334M
AUM Growth
-$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.41M
3
+$1.37M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.19M
5
GLD icon
SPDR Gold Trust
GLD
+$1.16M

Top Sells

1
+$1.93M
2
+$1.41M
3
+$1.02M
4
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$956K
5
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$895K

Sector Composition

1 Technology 14.45%
2 Consumer Discretionary 8.82%
3 Financials 6.95%
4 Communication Services 4.18%
5 Consumer Staples 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$705K 0.21%
3,432
+23
127
$703K 0.21%
10,880
-1,267
128
$689K 0.21%
21,606
-6,094
129
$677K 0.2%
2,438
-603
130
$675K 0.2%
2,869
+793
131
$668K 0.2%
12,899
+1,606
132
$655K 0.2%
10,410
+1,360
133
$646K 0.19%
9,014
+5,096
134
$644K 0.19%
2,665
+1
135
$625K 0.19%
4,577
+1,282
136
$621K 0.19%
7,967
-70
137
$620K 0.19%
10,142
-209
138
$618K 0.19%
4,960
+54
139
$598K 0.18%
+34,529
140
$596K 0.18%
9,070
-2,748
141
$595K 0.18%
11,085
-2,015
142
$594K 0.18%
5,016
+1,215
143
$592K 0.18%
3,871
+544
144
$591K 0.18%
13,512
+6,260
145
$590K 0.18%
23,668
-10,459
146
$585K 0.18%
1,284
+16
147
$585K 0.18%
3,756
148
$583K 0.17%
7,541
-220
149
$583K 0.17%
3,700
-730
150
$580K 0.17%
15,714
+1,677
4 5
6
7 8