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
$316M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.09M
3
+$1.23M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$880K
5
F icon
Ford
F
+$875K

Top Sells

1
+$2.73M
2
+$1.66M
3
+$1.3M
4
DKNG icon
DraftKings
DKNG
+$995K
5
NVDA icon
NVIDIA
NVDA
+$785K

Sector Composition

1 Technology 13.9%
2 Consumer Discretionary 9.26%
3 Financials 7.5%
4 Communication Services 6.02%
5 Healthcare 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$417K 0.13%
+5,423
202
$415K 0.13%
3,090
+725
203
$414K 0.13%
12,548
+3,327
204
$413K 0.13%
231
+9
205
$408K 0.13%
8,169
+673
206
$406K 0.13%
+1,963
207
$404K 0.13%
+7,734
208
$404K 0.13%
7,187
-5,156
209
$398K 0.13%
8,306
+1,610
210
$396K 0.13%
1,346
+148
211
$393K 0.12%
5,220
+452
212
$392K 0.12%
+17,028
213
$383K 0.12%
+52,200
214
$382K 0.12%
+6,470
215
$382K 0.12%
13,302
+3,099
216
$378K 0.12%
4,875
-93
217
$373K 0.12%
+20,233
218
$373K 0.12%
5,186
-266
219
$372K 0.12%
+24,700
220
$370K 0.12%
4,781
221
$366K 0.12%
+1,644
222
$364K 0.12%
3,621
+3
223
$363K 0.11%
15,800
224
$362K 0.11%
3,366
225
$362K 0.11%
+5,287
7 8
9
10 11