IA
Insight Advisors Portfolio holdings
AUM $571M
AUM
$571M
AUM Growth
-$13M (-2%)
Cap. Flow
+$13.5M
Cap. Flow % of AUM
2.36%
Top 10 Holdings %Top 10 Hldgs %
53.01%
Holding
296
New
13
Increased
125
Reduced
104
Closed
21
Top Buys
| 1 | $3.57M | |
| 2 | $2.26M | |
| 3 | $2.02M | |
| 4 | $1.5M | |
| 5 | $1.45M |
Top Sells
| 1 | $2.48M | |
| 2 | $752K | |
| 3 | $608K | |
| 4 | $584K | |
| 5 | $539K |
Sector Composition
| 1 | Technology | 10.88% |
| 2 | Financials | 3.37% |
| 3 | Consumer Discretionary | 2.99% |
| 4 | Communication Services | 2.23% |
| 5 | Consumer Staples | 1.72% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $315K | 0.05% | 1,881 +94 | +5% | +$15.7K | |||
| $310K | 0.05% | 6,844 +2 | +0% | +$91 | |||
| $310K | 0.05% | 1,169 | – | – | |||
| $308K | 0.05% | 3,934 -1,026 | -21% | -$80.3K | |||
| $305K | 0.05% | 1,441 -14 | -1% | -$2.96K | |||
| $302K | 0.05% | 3,370 +77 | +2% | +$6.9K | |||
| $300K | 0.05% | 7,287 +562 | +8% | +$23.1K | |||
| $299K | 0.05% | 4,056 | New | +$299K | |||
| $299K | 0.05% | 3,247 | – | – | |||
| $297K | 0.05% | 1,171 | – | – | |||
| $295K | 0.05% | 10,449 +338 | +3% | +$9.56K | |||
| $294K | 0.05% | 537 -8 | -1% | -$4.37K | |||
| $293K | 0.05% | 5,851 | – | – | |||
| $293K | 0.05% | 10,948 +212 | +2% | +$5.67K | |||
| $292K | 0.05% | 1,760 +489 | +38% | +$81.2K | |||
| $291K | 0.05% | 3,219 -26 | -0.8% | -$2.35K | |||
| $291K | 0.05% | 2,973 | – | – | |||
| $290K | 0.05% | 9,267 | – | – | |||
| $288K | 0.05% | 3,965 +2 | +0.1% | +$145 | |||
| $284K | 0.05% | 4,653 +382 | +9% | +$23.3K | |||
| $281K | 0.05% | 2,792 +453 | +19% | +$45.6K | |||
| $280K | 0.05% | 2,090 +9 | +0.4% | +$1.21K | |||
| $279K | 0.05% | 5,643 -9,824 | -64% | -$486K | |||
| $279K | 0.05% | 4,484 -2,680 | -37% | -$166K | |||
| $278K | 0.05% | 12,372 | – | – |
