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
$316M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.09M
3
+$1.23M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$880K
5
F icon
Ford
F
+$875K

Top Sells

1
+$2.73M
2
+$1.66M
3
+$1.3M
4
DKNG icon
DraftKings
DKNG
+$995K
5
NVDA icon
NVIDIA
NVDA
+$785K

Sector Composition

1 Technology 13.9%
2 Consumer Discretionary 9.26%
3 Financials 7.5%
4 Communication Services 6.02%
5 Healthcare 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$458K 0.15%
+7,066
177
$457K 0.14%
6,118
+1,496
178
$454K 0.14%
+1,295
179
$454K 0.14%
6,875
-17
180
$451K 0.14%
+74,150
181
$451K 0.14%
+215,200
182
$448K 0.14%
1,957
+133
183
$445K 0.14%
8,405
-86
184
$443K 0.14%
+7,745
185
$442K 0.14%
+2,437
186
$441K 0.14%
+1,159
187
$439K 0.14%
1,513
+354
188
$439K 0.14%
3,954
+66
189
$438K 0.14%
1,498
+275
190
$437K 0.14%
9,570
+440
191
$437K 0.14%
3,799
+1,287
192
$435K 0.14%
2,759
-328
193
$434K 0.14%
+7,920
194
$433K 0.14%
5,827
195
$432K 0.14%
7,625
-17,570
196
$429K 0.14%
+32,705
197
$426K 0.13%
10,294
+728
198
$426K 0.13%
+16,488
199
$423K 0.13%
6,123
+23
200
$419K 0.13%
8,043
-582
6 7
8
9 10