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
$334M
AUM Growth
-$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.41M
3
+$1.37M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.19M
5
GLD icon
SPDR Gold Trust
GLD
+$1.16M

Top Sells

1
+$1.93M
2
+$1.41M
3
+$1.02M
4
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$956K
5
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$895K

Sector Composition

1 Technology 14.45%
2 Consumer Discretionary 8.82%
3 Financials 6.95%
4 Communication Services 4.18%
5 Consumer Staples 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$576K 0.17%
23,329
-4,450
152
$574K 0.17%
6,653
-3,344
153
$573K 0.17%
4,174
-5,050
154
$573K 0.17%
14,834
-1,547
155
$568K 0.17%
1,890
+48
156
$563K 0.17%
17,680
+2,327
157
$559K 0.17%
4,980
-641
158
$555K 0.17%
5,491
+2,144
159
$550K 0.16%
+4,161
160
$547K 0.16%
+11,730
161
$543K 0.16%
5,014
-1,049
162
$538K 0.16%
10,649
-3,714
163
$529K 0.16%
4,071
+286
164
$528K 0.16%
23,057
165
$528K 0.16%
2,615
-113
166
$524K 0.16%
2,734
-434
167
$518K 0.16%
1,537
+329
168
$518K 0.16%
+10,297
169
$515K 0.15%
3,760
+30
170
$513K 0.15%
3,571
+590
171
$509K 0.15%
5,016
+604
172
$504K 0.15%
13,097
-3,236
173
$496K 0.15%
1,951
+1,121
174
$494K 0.15%
56,300
-9,800
175
$492K 0.15%
6,181
-551
5 6
7
8 9