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
$335M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.22M
3
+$1.14M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$914K

Top Sells

1
+$23.6M
2
+$10.8M
3
+$4.63M
4
AMD icon
Advanced Micro Devices
AMD
+$2.52M
5
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$2.48M

Sector Composition

1 Technology 16.3%
2 Consumer Discretionary 10.34%
3 Financials 7.21%
4 Communication Services 6.28%
5 Healthcare 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$416K 0.12%
7,289
-578
202
$412K 0.12%
5,906
-1,093
203
$411K 0.12%
8,082
-25
204
$411K 0.12%
2,475
-100
205
$410K 0.12%
7,850
+1,661
206
$408K 0.12%
3,011
+45
207
$407K 0.12%
1,454
-43
208
$400K 0.12%
5,037
+266
209
$393K 0.12%
1,172
-52
210
$391K 0.12%
6,662
+693
211
$385K 0.12%
2,500
-40
212
$384K 0.11%
6,790
-163
213
$383K 0.11%
4,519
+14
214
$382K 0.11%
3,143
+476
215
$381K 0.11%
8,400
-3,474
216
$378K 0.11%
10,450
217
$376K 0.11%
7,450
+1,900
218
$374K 0.11%
3,628
+3
219
$374K 0.11%
+2,853
220
$365K 0.11%
4,781
221
$364K 0.11%
5,710
-41
222
$360K 0.11%
210
-36
223
$359K 0.11%
+7,470
224
$358K 0.11%
19,103
-13,344
225
$356K 0.11%
27,550
+5,350
7 8
9
10 11