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Insight Advisors Portfolio holdings

AUM $525M
1-Year Est. Return 15.94%
This Fund
S&P 500
This Quarter Est. Return
+13.62%
1 Year Est. Return
+15.94%
3 Year Est. Return
+51.71%
5 Year Est. Return
+54.13%
10 Year Est. Return
–
AUM
$264M
AUM Growth
–
Cap. Flow
+$250M
Cap. Flow %
94.4%
Top 10 Hldgs %
24.63%
Holding
271
New
271
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$14.5M
2
AMZN icon
Amazon
AMZN
+$12.5M
3
NFLX icon
Netflix
NFLX
+$4.81M
4
PYPL icon
PayPal
PYPL
+$4.67M
5
VUG icon
Vanguard Growth ETF
VUG
+$4.53M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 14.15%
2 Consumer Discretionary 10.74%
3 Financials 6.6%
4 Communication Services 6.49%
5 Healthcare 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PTH icon
151
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$166M
$460K 0.17%
+8,625
New +$429K
SPAB icon
152
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.78B
$459K 0.17%
+14,906
New +$458K
SNSR icon
153
Global X Internet of Things ETF
SNSR
$214M
$457K 0.17%
+14,381
New +$418K
ABT icon
154
Abbott
ABT
$180B
$451K 0.17%
+4,118
New +$448K
EMB icon
155
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$451K 0.17%
+3,888
New +$440K
QCOM icon
156
Qualcomm
QCOM
$176B
$447K 0.17%
+2,934
New +$409K
BSV icon
157
Vanguard Short-Term Bond ETF
BSV
$44.6B
$446K 0.17%
+5,383
New +$446K
RH icon
158
RH
RH
$3.3B
$442K 0.17%
+988
New +$407K
MILN
159
Global X Millennial Consumer ETF
MILN
$96M
$441K 0.17%
+11,780
New +$405K
XLV icon
160
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$440K 0.17%
+3,880
New +$424K
LOW icon
161
Lowe's Companies
LOW
$116B
$439K 0.17%
+2,735
New +$444K
HON icon
162
Honeywell
HON
$77.1B
$437K 0.17%
+2,181
New +$396K
VEA icon
163
Vanguard FTSE Developed Markets ETF
VEA
$226B
$434K 0.16%
+9,183
New +$404K
VWO icon
164
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$425K 0.16%
+8,491
New +$399K
C icon
165
Citigroup
C
$222B
$424K 0.16%
+6,876
New +$350K
CSCO icon
166
Cisco
CSCO
$450B
$424K 0.16%
+9,482
New +$390K
CVS icon
167
CVS Health
CVS
$137B
$423K 0.16%
+6,190
New +$403K
IWD icon
168
iShares Russell 1000 Value ETF
IWD
$82B
$422K 0.16%
+3,087
New +$396K
BA icon
169
Boeing
BA
$165B
$417K 0.16%
+1,949
New +$375K
KO icon
170
Coca-Cola
KO
$354B
$416K 0.16%
+7,592
New +$393K
VGK icon
171
Vanguard FTSE Europe ETF
VGK
$30B
$415K 0.16%
+6,892
New +$388K
IEFA icon
172
iShares Core MSCI EAFE ETF
IEFA
$186B
$403K 0.15%
+5,827
New +$377K
AVGO icon
173
Broadcom
AVGO
$1.82T
$400K 0.15%
+9,130
New +$356K
AOA icon
174
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.16B
$391K 0.15%
+6,100
New +$373K
FDN icon
175
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.86B
$387K 0.15%
+1,824
New +$369K
5 6
7
8 9

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DA
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OC
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SRFM
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CM
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ETS
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SLC
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Insight Advisors's Q4 2020 Portfolio in Review

Q4 2020 is the first quarter with a 13F filing on record for Insight Advisors, which disclosed 271 positions worth $264M. Its ten largest holdings account for 25% of the portfolio.

Its largest position is Apple: 120,908 shares worth $16M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, followed by Consumer Discretionary and Financials.

  • Insight Advisors's largest Q4 2020 buy was Apple: 120,908 shares worth $16M.
  • Insight Advisors's ten largest holdings make up 25% of its $264M portfolio in Q4 2020.
  • Insight Advisors disclosed 271 positions in Q4 2020, its first 13F filing on record.

Based on Insight Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.