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
$255M
AUM Growth
-$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$987K
3
+$547K
4
EXE
Expand Energy Corp
EXE
+$336K
5
FDX icon
FedEx
FDX
+$286K

Top Sells

1
+$73.3M
2
+$16.5M
3
+$538K
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$509K
5
RH icon
RH
RH
+$422K

Sector Composition

1 Technology 12.72%
2 Consumer Discretionary 8.75%
3 Financials 6.72%
4 Healthcare 4.54%
5 Consumer Staples 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$451K 0.18%
6,345
+65
152
$449K 0.18%
5,399
-325
153
$445K 0.17%
13,878
+381
154
$443K 0.17%
3,107
-207
155
$442K 0.17%
3,913
-18
156
$439K 0.17%
7,950
-632
157
$437K 0.17%
6,927
+11
158
$435K 0.17%
23,557
159
$430K 0.17%
56,973
-100
160
$429K 0.17%
1,705
-24
161
$422K 0.17%
8,705
-133
162
$420K 0.17%
4,424
-249
163
$419K 0.16%
25,877
+1,287
164
$418K 0.16%
2,908
+590
165
$417K 0.16%
17,562
+4,304
166
$414K 0.16%
9,302
+41
167
$411K 0.16%
1,599
+5
168
$411K 0.16%
12,697
-400
169
$409K 0.16%
8,122
-110
170
$407K 0.16%
24,013
+1,985
171
$399K 0.16%
11,096
+260
172
$398K 0.16%
16,947
-142
173
$395K 0.16%
5,543
+1,321
174
$391K 0.15%
1,209
-3
175
$390K 0.15%
7,762
-157
5 6
7
8 9