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
$295M
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.32M
3
+$1.18M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.02M
5
TSLA icon
Tesla
TSLA
+$971K

Top Sells

1
+$1.39M
2
+$1.19M
3
+$1.19M
4
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$1.16M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.07M

Sector Composition

1 Technology 14.46%
2 Consumer Discretionary 9.5%
3 Financials 6.66%
4 Healthcare 4.11%
5 Consumer Staples 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$604K 0.2%
7,218
+366
127
$594K 0.2%
3,931
+60
128
$590K 0.2%
57,073
-33,030
129
$587K 0.2%
22,936
-3,772
130
$576K 0.2%
5,852
+361
131
$573K 0.19%
3,886
+1,152
132
$572K 0.19%
5,091
-750
133
$565K 0.19%
6,475
-4,347
134
$557K 0.19%
18,180
+7,341
135
$554K 0.19%
3,314
-578
136
$548K 0.19%
9,633
-1,247
137
$543K 0.18%
4,339
-238
138
$541K 0.18%
3,741
-15
139
$540K 0.18%
4,090
+19
140
$537K 0.18%
2,838
-594
141
$532K 0.18%
10,500
+4,200
142
$530K 0.18%
10,650
-435
143
$529K 0.18%
8,582
-488
144
$528K 0.18%
76,139
+2,959
145
$527K 0.18%
10,983
+1,738
146
$524K 0.18%
17,498
-182
147
$522K 0.18%
4,483
-477
148
$516K 0.18%
4,717
-299
149
$511K 0.17%
5,372
-10
150
$509K 0.17%
+18,705
4 5
6
7 8