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
$295M
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.32M
3
+$1.18M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.02M
5
TSLA icon
Tesla
TSLA
+$971K

Top Sells

1
+$1.39M
2
+$1.19M
3
+$1.19M
4
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$1.16M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.07M

Sector Composition

1 Technology 14.46%
2 Consumer Discretionary 9.5%
3 Financials 6.66%
4 Healthcare 4.11%
5 Consumer Staples 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$500K 0.17%
9,949
-348
152
$495K 0.17%
23,557
+500
153
$494K 0.17%
6,916
-625
154
$492K 0.17%
4,673
-307
155
$492K 0.17%
14,928
-786
156
$486K 0.16%
7,919
+414
157
$485K 0.16%
1,594
+57
158
$482K 0.16%
19,005
-15,672
159
$479K 0.16%
13,097
160
$476K 0.16%
13,497
-15
161
$471K 0.16%
3,408
-163
162
$469K 0.16%
9,261
+1,419
163
$468K 0.16%
1,729
-161
164
$461K 0.16%
3,503
-257
165
$460K 0.16%
10,836
+3,120
166
$458K 0.16%
4,827
-189
167
$455K 0.15%
8,232
-1,910
168
$453K 0.15%
6,280
-241
169
$447K 0.15%
15,527
-6,079
170
$439K 0.15%
2,853
+59
171
$438K 0.15%
22,028
+2,287
172
$438K 0.15%
20,093
+131
173
$437K 0.15%
16,974
174
$436K 0.15%
12,611
-2,223
175
$434K 0.15%
2,315
-300
5 6
7
8 9