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
$295M
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.32M
3
+$1.18M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.02M
5
TSLA icon
Tesla
TSLA
+$971K

Top Sells

1
+$1.39M
2
+$1.19M
3
+$1.19M
4
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$1.16M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.07M

Sector Composition

1 Technology 14.46%
2 Consumer Discretionary 9.5%
3 Financials 6.66%
4 Healthcare 4.11%
5 Consumer Staples 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$365K 0.12%
1,592
+232
202
$362K 0.12%
8,069
+3,812
203
$359K 0.12%
12,090
-7,355
204
$358K 0.12%
4,068
-57
205
$357K 0.12%
6,970
-452
206
$353K 0.12%
4,919
-217
207
$353K 0.12%
7,834
208
$353K 0.12%
+12,518
209
$348K 0.12%
2,318
-400
210
$345K 0.12%
1,499
-5,175
211
$341K 0.12%
+13,258
212
$339K 0.12%
4,329
-1,100
213
$334K 0.11%
3,839
-42
214
$331K 0.11%
5,772
-3,242
215
$329K 0.11%
5,203
+1,176
216
$329K 0.11%
7,343
-585
217
$327K 0.11%
2,331
-462
218
$325K 0.11%
4,222
-1,959
219
$322K 0.11%
1,290
-7
220
$322K 0.11%
12,886
-1,497
221
$317K 0.11%
4,057
-2,596
222
$317K 0.11%
5,715
+3
223
$316K 0.11%
7,393
-476
224
$313K 0.11%
7,564
-518
225
$312K 0.11%
6,290
-433
7 8
9
10 11