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
$264M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12.7M
3
+$5.27M
4
NFLX icon
Netflix
NFLX
+$5.13M
5
VUG icon
Vanguard Growth ETF
VUG
+$4.79M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.15%
2 Consumer Discretionary 10.74%
3 Financials 6.58%
4 Communication Services 6.49%
5 Healthcare 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$460K 0.17%
+8,625
152
$459K 0.17%
+14,906
153
$457K 0.17%
+14,381
154
$451K 0.17%
+3,888
155
$451K 0.17%
+4,118
156
$447K 0.17%
+2,934
157
$446K 0.17%
+5,383
158
$442K 0.17%
+988
159
$441K 0.17%
+11,780
160
$440K 0.17%
+3,880
161
$439K 0.17%
+2,735
162
$437K 0.17%
+2,056
163
$434K 0.16%
+9,183
164
$425K 0.16%
+8,491
165
$424K 0.16%
+9,482
166
$424K 0.16%
+6,876
167
$423K 0.16%
+6,190
168
$422K 0.16%
+3,087
169
$417K 0.16%
+1,949
170
$416K 0.16%
+7,592
171
$415K 0.16%
+6,892
172
$403K 0.15%
+5,827
173
$400K 0.15%
+9,130
174
$391K 0.15%
+6,100
175
$387K 0.15%
+1,824
5 6
7
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