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
$515M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.68M
3
+$2.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.28M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.97M

Top Sells

1
+$1.59M
2
+$1.38M
3
+$1.28M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.22M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$965K

Sector Composition

1 Technology 11.6%
2 Consumer Discretionary 4.08%
3 Financials 3.58%
4 Communication Services 2.21%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$619K 0.12%
5,325
-500
127
$619K 0.12%
1,250
-84
128
$619K 0.12%
10,183
+433
129
$616K 0.12%
5,669
+508
130
$613K 0.12%
+10,742
131
$605K 0.12%
7,538
-73
132
$605K 0.12%
3,882
+269
133
$600K 0.12%
4,559
-2,568
134
$600K 0.12%
11,158
-55
135
$597K 0.11%
25,005
-10,890
136
$590K 0.11%
2,806
+26
137
$580K 0.11%
1,413
+1
138
$580K 0.11%
3,426
+816
139
$574K 0.11%
3,749
+133
140
$571K 0.11%
2,007
-6
141
$564K 0.11%
3,067
-7
142
$559K 0.11%
11,143
+77
143
$556K 0.11%
2,978
144
$555K 0.11%
1,602
+13
145
$542K 0.1%
4,221
+1,050
146
$538K 0.1%
37,032
+4,075
147
$536K 0.1%
5,497
-156
148
$533K 0.1%
1,705
+9
149
$525K 0.1%
1,857
+3
150
$523K 0.1%
4,324
+234
4 5
6
7 8