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
$515M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.68M
3
+$2.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.28M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.97M

Top Sells

1
+$1.59M
2
+$1.38M
3
+$1.28M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.22M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$965K

Sector Composition

1 Technology 11.6%
2 Consumer Discretionary 4.08%
3 Financials 3.58%
4 Communication Services 2.21%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$515K 0.1%
2,286
+1,058
152
$514K 0.1%
7,673
+1,434
153
$506K 0.1%
36,510
+4,295
154
$506K 0.1%
6,600
+3
155
$505K 0.1%
1,945
+67
156
$504K 0.1%
1,447
+39
157
$502K 0.1%
5,579
+39
158
$501K 0.1%
10,635
-529
159
$499K 0.1%
22,224
160
$498K 0.1%
2,562
-88
161
$497K 0.1%
1,783
-52
162
$496K 0.1%
15,038
-4,124
163
$486K 0.09%
2,627
164
$481K 0.09%
5,271
-47
165
$477K 0.09%
1,301
-22
166
$474K 0.09%
14,000
-5,044
167
$471K 0.09%
5,013
+87
168
$465K 0.09%
4,239
-20
169
$463K 0.09%
5,584
-288
170
$458K 0.09%
2,004
+40
171
$456K 0.09%
2,546
172
$454K 0.09%
15,555
-100
173
$446K 0.09%
14,715
-1,388
174
$445K 0.09%
764
+59
175
$439K 0.08%
16,365
-2,225
5 6
7
8 9