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
$316M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.09M
3
+$1.23M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$880K
5
F icon
Ford
F
+$875K

Top Sells

1
+$2.73M
2
+$1.66M
3
+$1.3M
4
DKNG icon
DraftKings
DKNG
+$995K
5
NVDA icon
NVIDIA
NVDA
+$785K

Sector Composition

1 Technology 13.9%
2 Consumer Discretionary 9.26%
3 Financials 7.5%
4 Communication Services 6.02%
5 Healthcare 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$541K 0.17%
+11,952
152
$539K 0.17%
10,988
+61
153
$533K 0.17%
5,375
-196
154
$532K 0.17%
+6,080
155
$523K 0.17%
9,672
+2,080
156
$520K 0.16%
10,356
+353
157
$513K 0.16%
8,211
+416
158
$512K 0.16%
4,128
+1,675
159
$508K 0.16%
59,172
+52,884
160
$503K 0.16%
18,000
-5,912
161
$492K 0.16%
23,057
162
$484K 0.15%
6,789
-87
163
$483K 0.15%
951
-60
164
$483K 0.15%
14,150
-231
165
$481K 0.15%
11,540
-240
166
$480K 0.15%
17,632
-660
167
$480K 0.15%
2,152
+96
168
$480K 0.15%
+1,355
169
$479K 0.15%
5,371
-34
170
$474K 0.15%
1,834
171
$470K 0.15%
+3,373
172
$469K 0.15%
5,648
+90
173
$466K 0.15%
3,839
-41
174
$465K 0.15%
9,183
175
$458K 0.15%
2,055
-160
5 6
7
8 9