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
$264M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12.7M
3
+$5.27M
4
NFLX icon
Netflix
NFLX
+$5.13M
5
VUG icon
Vanguard Growth ETF
VUG
+$4.79M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.15%
2 Consumer Discretionary 10.74%
3 Financials 6.58%
4 Communication Services 6.49%
5 Healthcare 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$383K 0.14%
+4,968
177
$374K 0.14%
+5,541
178
$373K 0.14%
+9,566
179
$370K 0.14%
+5,452
180
$364K 0.14%
+7,647
181
$356K 0.13%
+1,834
182
$355K 0.13%
+15,800
183
$352K 0.13%
+14,950
184
$349K 0.13%
+3,618
185
$347K 0.13%
+6,851
186
$346K 0.13%
+3,366
187
$346K 0.13%
+4,781
188
$339K 0.13%
+2,108
189
$336K 0.13%
+7,496
190
$335K 0.13%
+15,800
191
$331K 0.13%
+10,983
192
$329K 0.12%
+2,533
193
$329K 0.12%
+5,556
194
$326K 0.12%
+10,203
195
$325K 0.12%
+9,923
196
$324K 0.12%
+4,076
197
$322K 0.12%
+23,300
198
$321K 0.12%
+2,930
199
$318K 0.12%
+10,057
200
$318K 0.12%
+6,288
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