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
$448M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$963K
3
+$934K
4
HEAL
Global X Funds Global X HealthTech ETF
HEAL
+$863K
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$806K

Top Sells

1
+$5.56M
2
+$2.18M
3
+$760K
4
PLAT
WisdomTree Growth Leaders Fund
PLAT
+$614K
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$583K

Sector Composition

1 Technology 9.96%
2 Consumer Discretionary 4.55%
3 Financials 3.52%
4 Healthcare 2.15%
5 Industrials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$556K 0.12%
19,302
+122
127
$548K 0.12%
10,653
+103
128
$541K 0.12%
3,357
-102
129
$539K 0.12%
10,305
-20
130
$531K 0.12%
18,595
+54
131
$527K 0.12%
3,102
+8
132
$519K 0.12%
11,126
-69
133
$515K 0.12%
3,662
-29
134
$510K 0.11%
6,751
-558
135
$508K 0.11%
14,343
-317
136
$505K 0.11%
1,520
-180
137
$500K 0.11%
5,664
+14
138
$499K 0.11%
6,142
-844
139
$498K 0.11%
1,615
+298
140
$495K 0.11%
9,843
-261
141
$495K 0.11%
23,557
142
$494K 0.11%
22,475
+3,433
143
$493K 0.11%
5,169
-38
144
$491K 0.11%
2,624
-70
145
$489K 0.11%
23,426
-1,450
146
$478K 0.11%
20,879
-234
147
$469K 0.1%
6,090
-552
148
$468K 0.1%
2,626
-66
149
$465K 0.1%
33,901
+112
150
$465K 0.1%
16,380
-252
4 5
6
7 8