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
$319M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$1.62M
3
+$943K
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$853K
5
IGLD icon
FT Vest Gold Strategy Target Income ETF
IGLD
+$850K

Top Sells

1
+$6.04M
2
+$2.8M
3
+$2.74M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$1.22M
5
IPWR icon
Ideal Power
IPWR
+$873K

Sector Composition

1 Technology 15.37%
2 Consumer Discretionary 8.85%
3 Financials 6.98%
4 Communication Services 6.19%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$578K 0.18%
1,391
-31
152
$562K 0.18%
2,544
-60
153
$559K 0.18%
19,488
+1,856
154
$551K 0.17%
2,686
-1,039
155
$549K 0.17%
+3,370
156
$542K 0.17%
14,610
+460
157
$541K 0.17%
12,301
-4,460
158
$526K 0.17%
8,648
+3,114
159
$525K 0.16%
7,747
+958
160
$524K 0.16%
6,436
-1,880
161
$521K 0.16%
11,874
+334
162
$518K 0.16%
1,755
-300
163
$518K 0.16%
10,324
-32
164
$515K 0.16%
3,458
-622
165
$510K 0.16%
2,115
+158
166
$510K 0.16%
2,966
167
$502K 0.16%
23,983
-8,172
168
$501K 0.16%
2,096
-379
169
$499K 0.16%
3,769
-70
170
$496K 0.16%
7,288
-923
171
$496K 0.16%
4,408
+454
172
$493K 0.15%
23,057
173
$493K 0.15%
7,359
-1,370
174
$492K 0.15%
22,028
+5,000
175
$491K 0.15%
4,060
-2,679
5 6
7
8 9