IA
Insight Advisors Portfolio holdings
AUM $571M
AUM
$571M
AUM Growth
-$13M (-2%)
Cap. Flow
+$13.5M
Cap. Flow % of AUM
2.36%
Top 10 Holdings %Top 10 Hldgs %
53.01%
Holding
296
New
13
Increased
125
Reduced
104
Closed
21
Top Buys
| 1 | $3.57M | |
| 2 | $2.26M | |
| 3 | $2.02M | |
| 4 | $1.5M | |
| 5 | $1.45M |
Top Sells
| 1 | $2.48M | |
| 2 | $752K | |
| 3 | $608K | |
| 4 | $584K | |
| 5 | $539K |
Sector Composition
| 1 | Technology | 10.88% |
| 2 | Financials | 3.37% |
| 3 | Consumer Discretionary | 2.99% |
| 4 | Communication Services | 2.23% |
| 5 | Consumer Staples | 1.72% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $395K | 0.07% | 3,239 +75 | +2% | +$9.14K | |||
| $389K | 0.07% | 3,687 | – | – | |||
| $388K | 0.07% | 13,222 +501 | +4% | +$14.7K | |||
| $380K | 0.07% | 1,367 -4 | -0.3% | -$1.11K | |||
| $379K | 0.07% | 5,155 -996 | -16% | -$73.2K | |||
| $378K | 0.07% | 2,212 +51 | +2% | +$8.72K | |||
| $373K | 0.06% | 2,352 +40 | +2% | +$6.35K | |||
| $369K | 0.06% | 9,375 -27 | -0.3% | -$1.06K | |||
| $361K | 0.06% | 7,834 | – | – | |||
| $361K | 0.06% | 2,354 -49 | -2% | -$7.5K | |||
| $349K | 0.06% | 8,128 +1,579 | +24% | +$67.8K | |||
| $345K | 0.06% | 4,224 | – | – | |||
| $340K | 0.06% | 1,449 | – | – | |||
| $338K | 0.06% | 357 -2 | -0.6% | -$1.89K | |||
| $338K | 0.06% | 3,306 -5,947 | -64% | -$608K | |||
| $337K | 0.06% | 4,053 +3 | +0.1% | +$250 | |||
| $337K | 0.06% | 734 +2 | +0.3% | +$919 | |||
| $335K | 0.06% | 4,826 -1,999 | -29% | -$139K | |||
| $335K | 0.06% | 6,670 | – | – | |||
| $329K | 0.06% | 2,479 | – | – | |||
| $324K | 0.06% | 12,702 -3,172 | -20% | -$81K | |||
| $321K | 0.06% | 40,356 +11,164 | +38% | +$88.8K | |||
| $319K | 0.06% | 5,168 +93 | +2% | +$5.74K | |||
| $318K | 0.06% | 5,010 +25 | +0.5% | +$1.59K | |||
| $317K | 0.06% | 43,159 | – | – |
