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
$255M
AUM Growth
-$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$987K
3
+$547K
4
EXE
Expand Energy Corp
EXE
+$336K
5
FDX icon
FedEx
FDX
+$286K

Top Sells

1
+$73.3M
2
+$16.5M
3
+$538K
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$509K
5
RH icon
RH
RH
+$422K

Sector Composition

1 Technology 12.72%
2 Consumer Discretionary 8.75%
3 Financials 6.72%
4 Healthcare 4.54%
5 Consumer Staples 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$390K 0.15%
2,868
+15
177
$385K 0.15%
4,486
+86
178
$383K 0.15%
15,350
-98
179
$378K 0.15%
3,889
+145
180
$376K 0.15%
16,000
181
$371K 0.15%
15,586
-1,388
182
$369K 0.15%
16,383
-1,556
183
$365K 0.14%
2,187
-59
184
$363K 0.14%
14,480
-1,047
185
$360K 0.14%
4,998
+79
186
$359K 0.14%
2,242
-124
187
$358K 0.14%
3,795
-29
188
$354K 0.14%
8,630
+561
189
$353K 0.14%
1,966
+516
190
$348K 0.14%
2,039
+1
191
$343K 0.13%
6,225
+300
192
$342K 0.13%
1,427
+137
193
$341K 0.13%
20,093
194
$337K 0.13%
4,205
-81
195
$336K 0.13%
+3,565
196
$333K 0.13%
13,515
-7,950
197
$330K 0.13%
1,483
+3
198
$329K 0.13%
8,146
+2,650
199
$327K 0.13%
4,874
-664
200
$326K 0.13%
2,689
-1,197
6 7
8
9 10