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
$515M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.68M
3
+$2.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.28M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.97M

Top Sells

1
+$1.59M
2
+$1.38M
3
+$1.28M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.22M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$965K

Sector Composition

1 Technology 11.6%
2 Consumer Discretionary 4.08%
3 Financials 3.58%
4 Communication Services 2.21%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$432K 0.08%
4,450
-20
177
$424K 0.08%
2,327
+7
178
$423K 0.08%
12,818
-2,668
179
$422K 0.08%
8,435
-638
180
$422K 0.08%
4,702
+266
181
$421K 0.08%
14,466
-1,849
182
$419K 0.08%
+9,247
183
$414K 0.08%
5,447
-393
184
$412K 0.08%
2,006
-30
185
$406K 0.08%
3,036
186
$404K 0.08%
6,396
+31
187
$403K 0.08%
812
+2
188
$402K 0.08%
17,456
-468
189
$400K 0.08%
4,400
190
$399K 0.08%
3,260
+285
191
$398K 0.08%
3,927
+170
192
$396K 0.08%
12,809
-3,377
193
$395K 0.08%
5,134
-34
194
$394K 0.08%
17,302
195
$387K 0.07%
6,650
196
$379K 0.07%
5,221
+1,062
197
$379K 0.07%
4,547
-518
198
$376K 0.07%
6,876
-2,624
199
$371K 0.07%
6,138
-1,182
200
$369K 0.07%
535
+22
6 7
8
9 10