IA
Insight Advisors Portfolio holdings
AUM $571M
AUM
$571M
AUM Growth
-$13M (-2%)
Cap. Flow
+$13.5M
Cap. Flow % of AUM
2.36%
Top 10 Holdings %Top 10 Hldgs %
53.01%
Holding
296
New
13
Increased
125
Reduced
104
Closed
21
Top Buys
| 1 | $3.57M | |
| 2 | $2.26M | |
| 3 | $2.02M | |
| 4 | $1.5M | |
| 5 | $1.45M |
Top Sells
| 1 | $2.48M | |
| 2 | $752K | |
| 3 | $608K | |
| 4 | $584K | |
| 5 | $539K |
Sector Composition
| 1 | Technology | 10.88% |
| 2 | Financials | 3.37% |
| 3 | Consumer Discretionary | 2.99% |
| 4 | Communication Services | 2.23% |
| 5 | Consumer Staples | 1.72% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $483K | 0.08% | 15,946 -474 | -3% | -$14.3K | |||
| $477K | 0.08% | 1,446 +36 | +3% | +$11.9K | |||
| $473K | 0.08% | 6,670 +345 | +5% | +$24.5K | |||
| $468K | 0.08% | 2,485 -48 | -2% | -$9.04K | |||
| $463K | 0.08% | 5,005 -1,495 | -23% | -$138K | |||
| $463K | 0.08% | 1,703 +9 | +0.5% | +$2.45K | |||
| $461K | 0.08% | 9,077 -586 | -6% | -$29.8K | |||
| $461K | 0.08% | 1,691 | – | – | |||
| $454K | 0.08% | 1,289 +8 | +0.6% | +$2.82K | |||
| $444K | 0.08% | 21,198 | – | – | |||
| $444K | 0.08% | 809 +14 | +2% | +$7.68K | |||
| $438K | 0.08% | 3,078 +210 | +7% | +$29.9K | |||
| $438K | 0.08% | 1,402 -33 | -2% | -$10.3K | |||
| $435K | 0.08% | 4,202 +4 | +0.1% | +$414 | |||
| $427K | 0.07% | 19,546 +229 | +1% | +$5.01K | |||
| $426K | 0.07% | 5,853 +1,301 | +29% | +$94.8K | |||
| $424K | 0.07% | 7,157 -9,095 | -56% | -$539K | |||
| $423K | 0.07% | 6,408 -4,225 | -40% | -$279K | |||
| $421K | 0.07% | 4,653 -392 | -8% | -$35.5K | |||
| $416K | 0.07% | 9,048 +1,059 | +13% | +$48.7K | |||
| $415K | 0.07% | 1,873 -283 | -13% | -$62.8K | |||
| $413K | 0.07% | 2,955 -115 | -4% | -$16.1K | |||
| $410K | 0.07% | 24,482 +12,241 | +100% | +$205K | |||
| $405K | 0.07% | 12,175 -4,405 | -27% | -$147K | |||
| $397K | 0.07% | 14,387 -4,362 | -23% | -$120K |
