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
$319M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$1.62M
3
+$943K
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$853K
5
IGLD icon
FT Vest Gold Strategy Target Income ETF
IGLD
+$850K

Top Sells

1
+$6.04M
2
+$2.8M
3
+$2.74M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$1.22M
5
IPWR icon
Ideal Power
IPWR
+$873K

Sector Composition

1 Technology 15.37%
2 Consumer Discretionary 8.85%
3 Financials 6.98%
4 Communication Services 6.19%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$485K 0.15%
5,311
-60
177
$483K 0.15%
2,076
-76
178
$482K 0.15%
6,999
+124
179
$481K 0.15%
18,000
180
$479K 0.15%
5,589
-59
181
$475K 0.15%
1,839
+5
182
$467K 0.15%
246
+15
183
$467K 0.15%
11,230
+5,650
184
$466K 0.15%
15,370
+4,650
185
$462K 0.14%
12,040
+3,185
186
$461K 0.14%
9,510
-60
187
$459K 0.14%
1,224
-966
188
$457K 0.14%
2,866
+107
189
$449K 0.14%
6,400
-86,126
190
$443K 0.14%
8,513
-670
191
$438K 0.14%
165,825
-62,900
192
$437K 0.14%
16,681
+193
193
$436K 0.14%
7,867
-3,774
194
$436K 0.14%
13,948
+3,964
195
$433K 0.14%
8,384
+215
196
$427K 0.13%
12,551
+3
197
$426K 0.13%
8,695
+1,070
198
$418K 0.13%
8,107
-298
199
$417K 0.13%
5,064
-3,745
200
$396K 0.12%
6,953
-2,719
6 7
8
9 10