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
$295M
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.32M
3
+$1.18M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.02M
5
TSLA icon
Tesla
TSLA
+$971K

Top Sells

1
+$1.39M
2
+$1.19M
3
+$1.19M
4
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$1.16M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.07M

Sector Composition

1 Technology 14.46%
2 Consumer Discretionary 9.5%
3 Financials 6.66%
4 Healthcare 4.11%
5 Consumer Staples 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$432K 0.15%
17,939
-5,390
177
$432K 0.15%
2,246
-215
178
$431K 0.15%
5,538
-247
179
$430K 0.15%
8,838
+249
180
$429K 0.15%
4,400
-381
181
$422K 0.14%
+1,488
182
$421K 0.14%
978
-306
183
$416K 0.14%
4,286
-728
184
$415K 0.14%
15,448
-30,909
185
$414K 0.14%
24,590
+3,569
186
$414K 0.14%
6,337
-573
187
$413K 0.14%
3,824
-350
188
$409K 0.14%
3,744
-36
189
$403K 0.14%
16,000
190
$398K 0.14%
2,038
+67
191
$388K 0.13%
3,016
192
$382K 0.13%
+7,450
193
$379K 0.13%
2,849
-191
194
$377K 0.13%
5,925
-840
195
$374K 0.13%
2,366
-688
196
$372K 0.13%
1,480
-145
197
$371K 0.13%
1,212
+392
198
$370K 0.13%
2,030
-6,346
199
$367K 0.12%
19,797
-4,668
200
$367K 0.12%
1,976
+25
6 7
8
9 10