IA
Insight Advisors Portfolio holdings
AUM
$620M
This Quarter Return
+5.13%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$316M
AUM Growth
+$316M
(+19%)
Cap. Flow
+$35M
Cap. Flow
% of AUM
11.09%
Top 10 Holdings %
Top 10 Hldgs %
21.43%
Holding
350
New
79
Increased
129
Reduced
94
Closed
22
Top Buys
| 1 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
$2.44M |
| 2 |
Apple
AAPL
|
$2.09M |
| 3 |
First Trust Senior Loan Fund ETF
FTSL
|
$1.23M |
| 4 |
iShares Morningstar Mid-Cap Growth ETF
IMCG
|
$880K |
| 5 |
Ford
F
|
$875K |
Top Sells
| 1 |
Amazon
AMZN
|
$2.73M |
| 2 |
First Trust Multi Cap Growth AlphaDEX Fund
FAD
|
$1.66M |
| 3 |
First Trust Institutional Preferred Securities and Income ETF
FPEI
|
$1.3M |
| 4 |
DraftKings
DKNG
|
$995K |
| 5 |
NVIDIA
NVDA
|
$785K |
Sector Composition
| 1 | Technology | 13.62% |
| 2 | Consumer Discretionary | 9.26% |
| 3 | Financials | 7.5% |
| 4 | Communication Services | 6.02% |
| 5 | Healthcare | 4.38% |
