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
$448M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$963K
3
+$934K
4
HEAL
Global X Funds Global X HealthTech ETF
HEAL
+$863K
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$806K

Top Sells

1
+$5.56M
2
+$2.18M
3
+$760K
4
PLAT
WisdomTree Growth Leaders Fund
PLAT
+$614K
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$583K

Sector Composition

1 Technology 9.96%
2 Consumer Discretionary 4.55%
3 Financials 3.52%
4 Healthcare 2.15%
5 Industrials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$319K 0.07%
7,834
202
$318K 0.07%
9,257
-52
203
$318K 0.07%
12,545
+291
204
$317K 0.07%
7,678
-5,168
205
$315K 0.07%
4,335
+1
206
$311K 0.07%
2,918
207
$311K 0.07%
2,851
+118
208
$311K 0.07%
8,627
-155
209
$310K 0.07%
1,971
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210
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3,645
211
$309K 0.07%
1,384
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212
$305K 0.07%
6,232
-10,931
213
$299K 0.07%
3,036
+21
214
$296K 0.07%
3,989
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215
$296K 0.07%
7,274
216
$294K 0.07%
4,570
217
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1,524
218
$290K 0.06%
5,292
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219
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5,851
220
$289K 0.06%
16,000
221
$288K 0.06%
1,306
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222
$286K 0.06%
12,620
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223
$286K 0.06%
3,205
-262
224
$284K 0.06%
6,650
225
$283K 0.06%
2,901
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