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
$255M
AUM Growth
-$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$987K
3
+$547K
4
EXE
Expand Energy Corp
EXE
+$336K
5
FDX icon
FedEx
FDX
+$286K

Top Sells

1
+$73.3M
2
+$16.5M
3
+$538K
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$509K
5
RH icon
RH
RH
+$422K

Sector Composition

1 Technology 12.72%
2 Consumer Discretionary 8.75%
3 Financials 6.72%
4 Healthcare 4.54%
5 Consumer Staples 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$528K 0.21%
11,426
+443
127
$525K 0.21%
11,997
-296
128
$518K 0.2%
19,236
+1,056
129
$516K 0.2%
10,262
-238
130
$515K 0.2%
2,446
-18
131
$514K 0.2%
6,279
-728
132
$500K 0.2%
9,948
-1
133
$496K 0.19%
5,372
134
$487K 0.19%
18,908
+1,410
135
$487K 0.19%
4,342
+3
136
$480K 0.19%
873
-743
137
$479K 0.19%
2,549
+234
138
$478K 0.19%
4,026
-64
139
$472K 0.19%
2,864
+26
140
$471K 0.19%
3,816
+408
141
$470K 0.18%
4,478
-5
142
$467K 0.18%
3,148
+1,925
143
$465K 0.18%
10,600
-50
144
$462K 0.18%
3,813
+310
145
$460K 0.18%
4,750
+33
146
$458K 0.18%
3,184
-238
147
$457K 0.18%
3,559
-182
148
$456K 0.18%
15,604
+676
149
$455K 0.18%
9,575
-58
150
$453K 0.18%
5,437
+610
4 5
6
7 8