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
$448M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$963K
3
+$934K
4
HEAL
Global X Funds Global X HealthTech ETF
HEAL
+$863K
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$806K

Top Sells

1
+$5.56M
2
+$2.18M
3
+$760K
4
PLAT
WisdomTree Growth Leaders Fund
PLAT
+$614K
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$583K

Sector Composition

1 Technology 9.96%
2 Consumer Discretionary 4.55%
3 Financials 3.52%
4 Healthcare 2.15%
5 Industrials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$388K 0.09%
2,810
+209
177
$387K 0.09%
4,475
+15
178
$385K 0.09%
14,278
-1,544
179
$383K 0.09%
5,572
180
$383K 0.09%
10,996
+375
181
$382K 0.09%
1,135
-48
182
$378K 0.08%
3,817
-1,020
183
$371K 0.08%
16,070
-76
184
$365K 0.08%
747
-46
185
$355K 0.08%
+3,044
186
$355K 0.08%
7,831
-131
187
$355K 0.08%
1,441
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188
$354K 0.08%
900
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189
$354K 0.08%
11,469
-11,919
190
$353K 0.08%
5,999
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191
$351K 0.08%
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193
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16,700
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194
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195
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2,489
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196
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197
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198
$325K 0.07%
13,814
-32,298
199
$324K 0.07%
2,720
-1,058
200
$323K 0.07%
2,712
+526
6 7
8
9 10