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
$334M
AUM Growth
-$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.41M
3
+$1.37M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.19M
5
GLD icon
SPDR Gold Trust
GLD
+$1.16M

Top Sells

1
+$1.93M
2
+$1.41M
3
+$1.02M
4
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$956K
5
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$895K

Sector Composition

1 Technology 14.45%
2 Consumer Discretionary 8.82%
3 Financials 6.95%
4 Communication Services 4.18%
5 Consumer Staples 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$489K 0.15%
+19,741
177
$488K 0.15%
+1,474
178
$486K 0.15%
6,910
-676
179
$484K 0.15%
3,054
+1,825
180
$482K 0.14%
5,785
-488
181
$479K 0.14%
2,461
+731
182
$476K 0.14%
6,521
-98
183
$473K 0.14%
5,382
+29
184
$471K 0.14%
1,726
+415
185
$470K 0.14%
2,793
-355
186
$464K 0.14%
2,794
-139
187
$456K 0.14%
+19,765
188
$456K 0.14%
19,962
+80
189
$453K 0.14%
4,781
190
$451K 0.14%
7,505
+1,359
191
$450K 0.13%
+7,326
192
$448K 0.13%
5,429
-66
193
$448K 0.13%
9,245
-1,180
194
$442K 0.13%
7,928
+1,459
195
$442K 0.13%
2,718
+41
196
$438K 0.13%
16,974
-5,054
197
$437K 0.13%
4,474
+85
198
$436K 0.13%
24,465
+3,304
199
$433K 0.13%
3,780
200
$432K 0.13%
+2,341
6 7
8
9 10