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Insight Advisors Portfolio holdings

AUM $525M
1-Year Est. Return 15.94%
This Fund
S&P 500
This Quarter Est. Return
+13.62%
1 Year Est. Return
+15.94%
3 Year Est. Return
+51.71%
5 Year Est. Return
+54.13%
10 Year Est. Return
–
AUM
$264M
AUM Growth
–
Cap. Flow
+$250M
Cap. Flow %
94.4%
Top 10 Hldgs %
24.63%
Holding
271
New
271
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$14.5M
2
AMZN icon
Amazon
AMZN
+$12.5M
3
NFLX icon
Netflix
NFLX
+$4.81M
4
PYPL icon
PayPal
PYPL
+$4.67M
5
VUG icon
Vanguard Growth ETF
VUG
+$4.53M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 14.15%
2 Consumer Discretionary 10.74%
3 Financials 6.6%
4 Communication Services 6.49%
5 Healthcare 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FLG
201
Flagstar Bank National Association
FLG
$5.77B
$318K 0.12%
+10,057
New +$277K
MMM icon
202
3M
MMM
$89B
$317K 0.12%
+2,170
New +$308K
PKO
203
DELISTED
Pimco Income Opportunity Fund
PKO
$316K 0.12%
+12,500
New +$300K
DLS icon
204
WisdomTree International SmallCap Dividend Fund
DLS
$1.04B
$315K 0.12%
+4,622
New +$294K
FDX icon
205
FedEx
FDX
$74.5B
$311K 0.12%
+1,198
New +$332K
FTGC icon
206
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.99B
$307K 0.12%
+15,865
New +$284K
HYG icon
207
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
$306K 0.12%
+3,508
New +$300K
ACN icon
208
Accenture
ACN
$89.9B
$303K 0.11%
+1,159
New +$278K
GLOF icon
209
iShares Global Equity Factor ETF
GLOF
$213M
$303K 0.11%
+8,996
New +$285K
ICSH icon
210
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.97B
$301K 0.11%
+5,950
New +$301K
CMG icon
211
Chipotle Mexican Grill
CMG
$40.8B
$291K 0.11%
+10,500
New +$275K
FPX icon
212
First Trust US Equity Opportunities ETF
FPX
$1.51B
$290K 0.11%
+2,453
New +$266K
QQQJ icon
213
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.11B
$285K 0.11%
+9,221
New +$261K
TJX icon
214
TJX Companies
TJX
$170B
$284K 0.11%
+4,162
New +$253K
SPMO icon
215
Invesco S&P 500 Momentum ETF
SPMO
$21.1B
$283K 0.11%
+5,342
New +$273K
AMT icon
216
American Tower
AMT
$77.7B
$282K 0.11%
+1,255
New +$292K
CVM icon
217
CEL-SCI Corp
CVM
$20.6M
$281K 0.11%
+804
New +$317K
SHOP icon
218
Shopify
SHOP
$148B
$281K 0.11%
+2,480
New +$260K
DBC icon
219
Invesco DB Commodity Index Tracking Fund
DBC
$1.73B
$278K 0.11%
+18,930
New +$259K
IWS icon
220
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$275K 0.1%
+2,837
New +$256K
MO icon
221
Altria Group
MO
$122B
$275K 0.1%
+6,696
New +$269K
XHB icon
222
State Street SPDR S&P Homebuilders ETF
XHB
$1.74B
$275K 0.1%
+4,768
New +$270K
TFC icon
223
Truist Financial
TFC
$63.2B
$274K 0.1%
+5,715
New +$259K
DES icon
224
WisdomTree US SmallCap Dividend Fund
DES
$2.19B
$273K 0.1%
+10,250
New +$249K
DLTR icon
225
Dollar Tree
DLTR
$23.1B
$271K 0.1%
+2,512
New +$252K
7 8
9
10 11

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FWM
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DSC
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DA
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OC
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SRFM
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CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
ETS
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SLC
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Insight Advisors's Q4 2020 Portfolio in Review

Q4 2020 is the first quarter with a 13F filing on record for Insight Advisors, which disclosed 271 positions worth $264M. Its ten largest holdings account for 25% of the portfolio.

Its largest position is Apple: 120,908 shares worth $16M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, followed by Consumer Discretionary and Financials.

  • Insight Advisors's largest Q4 2020 buy was Apple: 120,908 shares worth $16M.
  • Insight Advisors's ten largest holdings make up 25% of its $264M portfolio in Q4 2020.
  • Insight Advisors disclosed 271 positions in Q4 2020, its first 13F filing on record.

Based on Insight Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.