IA

Insight Advisors Portfolio holdings

AUM $660M
1-Year Est. Return 14.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$8.86M
3
+$947K
4
LOGC
ContextLogic
LOGC
+$900K
5
IGLD icon
FT Vest Gold Strategy Target Income ETF
IGLD
+$865K

Top Sells

1
+$5.68M
2
+$2.8M
3
+$2.76M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$1.22M
5
IPWR icon
Ideal Power
IPWR
+$873K

Sector Composition

1 Technology 15.37%
2 Consumer Discretionary 8.85%
3 Financials 6.98%
4 Communication Services 6.19%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$394K 0.12%
5,150
+212
202
$392K 0.12%
164,500
-50,700
203
$391K 0.12%
2,540
204
$390K 0.12%
10,450
-50
205
$386K 0.12%
5,784
+228
206
$383K 0.12%
9,046
-1,248
207
$380K 0.12%
6,281
-189
208
$380K 0.12%
+1,497
209
$380K 0.12%
5,005
-822
210
$380K 0.12%
5,001
-185
211
$377K 0.12%
+14,251
212
$372K 0.12%
+5,790
213
$368K 0.12%
1,165
-348
214
$368K 0.12%
10,983
215
$367K 0.12%
3,868
+1,606
216
$363K 0.11%
3,625
+4
217
$360K 0.11%
6,507
-1,536
218
$359K 0.11%
4,771
-449
219
$358K 0.11%
5,632
+1,684
220
$356K 0.11%
4,781
221
$355K 0.11%
15,800
222
$355K 0.11%
4,505
-370
223
$347K 0.11%
+8,955
224
$346K 0.11%
6,851
225
$344K 0.11%
5,888
-1,299
7 8
9
10 11