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
$264M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12.7M
3
+$5.27M
4
NFLX icon
Netflix
NFLX
+$5.13M
5
VUG icon
Vanguard Growth ETF
VUG
+$4.79M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.15%
2 Consumer Discretionary 10.74%
3 Financials 6.58%
4 Communication Services 6.49%
5 Healthcare 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$318K 0.12%
+1,472
202
$317K 0.12%
+2,170
203
$316K 0.12%
+12,500
204
$315K 0.12%
+4,622
205
$311K 0.12%
+1,198
206
$307K 0.12%
+15,865
207
$306K 0.12%
+3,508
208
$303K 0.11%
+8,996
209
$303K 0.11%
+1,159
210
$301K 0.11%
+5,950
211
$291K 0.11%
+10,500
212
$290K 0.11%
+2,453
213
$285K 0.11%
+9,221
214
$284K 0.11%
+4,162
215
$283K 0.11%
+5,342
216
$282K 0.11%
+1,255
217
$281K 0.11%
+2,480
218
$281K 0.11%
+804
219
$278K 0.11%
+18,930
220
$275K 0.1%
+4,768
221
$275K 0.1%
+6,696
222
$275K 0.1%
+2,837
223
$274K 0.1%
+5,715
224
$273K 0.1%
+10,250
225
$271K 0.1%
+2,512
7 8
9
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