IA
Insight Advisors Portfolio holdings
AUM
$620M
1-Year Return
12.74%
This Quarter Return
-0.66%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$335M
AUM Growth
+$16M
(+5%)
Cap. Flow
-$37.3M
Cap. Flow
% of AUM
-11.15%
Top 10 Holdings %
Top 10 Hldgs %
24.59%
Holding
339
New
30
Increased
114
Reduced
137
Closed
26
Top Buys
| 1 |
Roku
ROKU
|
$2.26M |
| 2 |
Camping World
CWH
|
$1.22M |
| 3 |
WisdomTree US LargeCap Fund
EPS
|
$1.14M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1M |
| 5 |
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
|
$914K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$23.6M |
| 2 |
iShares US Medical Devices ETF
IHI
|
$10.8M |
| 3 |
Invesco QQQ Trust
QQQ
|
$4.63M |
| 4 |
Advanced Micro Devices
AMD
|
$2.52M |
| 5 |
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% |
