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
$335M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.22M
3
+$1.14M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$914K

Top Sells

1
+$23.6M
2
+$10.8M
3
+$4.63M
4
AMD icon
Advanced Micro Devices
AMD
+$2.52M
5
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$2.48M

Sector Composition

1 Technology 16.3%
2 Consumer Discretionary 10.34%
3 Financials 7.21%
4 Communication Services 6.28%
5 Healthcare 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$489K 0.15%
4,442
+34
177
$487K 0.15%
2,933
+67
178
$486K 0.15%
1,026
-950
179
$485K 0.14%
1,707
-48
180
$483K 0.14%
4,303
-2,641
181
$481K 0.14%
6,400
182
$474K 0.14%
15,888
+518
183
$472K 0.14%
9,451
-873
184
$468K 0.14%
5,353
-236
185
$465K 0.14%
2,605
+473
186
$462K 0.14%
2,077
+1
187
$460K 0.14%
5,164
-147
188
$458K 0.14%
3,551
-509
189
$450K 0.13%
8,385
+1
190
$449K 0.13%
5,891
+1,359
191
$444K 0.13%
12,555
+4
192
$443K 0.13%
1,208
+43
193
$436K 0.13%
+14,355
194
$435K 0.13%
7,339
+51
195
$432K 0.13%
10,997
-3,613
196
$428K 0.13%
4,374
+506
197
$424K 0.13%
10,983
198
$424K 0.13%
2,954
+703
199
$423K 0.13%
8,013
-500
200
$420K 0.13%
6,836
+555
6 7
8
9 10