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
$255M
AUM Growth
-$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$987K
3
+$547K
4
EXE
Expand Energy Corp
EXE
+$336K
5
FDX icon
FedEx
FDX
+$286K

Top Sells

1
+$73.3M
2
+$16.5M
3
+$538K
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$509K
5
RH icon
RH
RH
+$422K

Sector Composition

1 Technology 12.72%
2 Consumer Discretionary 8.75%
3 Financials 6.72%
4 Healthcare 4.54%
5 Consumer Staples 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$326K 0.13%
4,104
+629
202
$326K 0.13%
3,016
203
$322K 0.13%
12,557
+39
204
$322K 0.13%
3,824
-15
205
$321K 0.13%
2,849
206
$317K 0.12%
1,493
-99
207
$316K 0.12%
13,204
+318
208
$315K 0.12%
3,079
-41
209
$315K 0.12%
4,022
-46
210
$312K 0.12%
10,048
-2,563
211
$307K 0.12%
76,139
212
$303K 0.12%
12,290
+200
213
$300K 0.12%
5,196
-1,141
214
$298K 0.12%
19,454
-343
215
$294K 0.12%
4,894
+104
216
$293K 0.12%
7,834
217
$293K 0.12%
11,736
+676
218
$292K 0.11%
7,307
-36
219
$291K 0.11%
6,982
+12
220
$289K 0.11%
4,329
221
$289K 0.11%
5,851
222
$282K 0.11%
2,153
-178
223
$277K 0.11%
1,177
-322
224
$276K 0.11%
7,564
225
$275K 0.11%
11,775
7 8
9
10 11