IA
Insight Advisors Portfolio holdings
AUM
$620M
This Quarter Return
-4.2%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$255M
AUM Growth
+$255M
(-14%)
Cap. Flow
+$1.57M
Cap. Flow
% of AUM
0.62%
Top 10 Holdings %
Top 10 Hldgs %
23.05%
Holding
309
New
9
Increased
119
Reduced
118
Closed
26
Top Buys
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$1.84M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$987K |
| 3 |
Occidental Petroleum
OXY
|
$547K |
| 4 |
EXE
Expand Energy Corporation Common Stock
EXE
|
$336K |
| 5 |
FedEx
FDX
|
$286K |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$73.3M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$16.5M |
| 3 |
Advanced Micro Devices
AMD
|
$538K |
| 4 |
First Trust North American Energy Infrastructure Fund
EMLP
|
$509K |
| 5 |
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% |
