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
$335M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.22M
3
+$1.14M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$914K

Top Sells

1
+$23.6M
2
+$10.8M
3
+$4.63M
4
AMD icon
Advanced Micro Devices
AMD
+$2.52M
5
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$2.48M

Sector Composition

1 Technology 16.3%
2 Consumer Discretionary 10.34%
3 Financials 7.21%
4 Communication Services 6.28%
5 Healthcare 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$570K 0.17%
2,410
-134
152
$565K 0.17%
1,842
+3
153
$563K 0.17%
2,695
-528
154
$558K 0.17%
2,743
+57
155
$554K 0.17%
6,290
-146
156
$550K 0.16%
+7,486
157
$550K 0.16%
6,684
+900
158
$545K 0.16%
3,633
-1,450
159
$545K 0.16%
2,096
160
$544K 0.16%
7,608
+249
161
$540K 0.16%
13,950
+1,910
162
$538K 0.16%
10,682
-4,720
163
$536K 0.16%
18,000
164
$535K 0.16%
7,980
+233
165
$533K 0.16%
18,880
+2,199
166
$533K 0.16%
10,468
-1,185
167
$524K 0.16%
3,125
-432
168
$519K 0.16%
9,460
-50
169
$518K 0.15%
23,057
170
$517K 0.15%
24,062
+79
171
$517K 0.15%
3,845
+76
172
$504K 0.15%
11,486
-815
173
$502K 0.15%
15,239
+1,291
174
$494K 0.15%
4,272
-9
175
$493K 0.15%
22,028
5 6
7
8 9