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
$515M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.68M
3
+$2.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.28M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.97M

Top Sells

1
+$1.59M
2
+$1.38M
3
+$1.28M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.22M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$965K

Sector Composition

1 Technology 11.6%
2 Consumer Discretionary 4.08%
3 Financials 3.58%
4 Communication Services 2.21%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$368K 0.07%
765
-90
202
$367K 0.07%
2,839
+10
203
$367K 0.07%
19,234
-1,284
204
$366K 0.07%
1,506
-7
205
$362K 0.07%
2,885
+108
206
$355K 0.07%
50,690
207
$353K 0.07%
13,969
+1,333
208
$351K 0.07%
+14,587
209
$350K 0.07%
1,680
+380
210
$346K 0.07%
1,681
-5
211
$340K 0.07%
14,516
-1,523
212
$340K 0.07%
674
+38
213
$338K 0.06%
16,250
214
$337K 0.06%
4,222
+386
215
$337K 0.06%
2,554
-143
216
$336K 0.06%
5,175
217
$332K 0.06%
7,193
-100
218
$328K 0.06%
+3,250
219
$324K 0.06%
3,778
220
$323K 0.06%
8,912
-745
221
$320K 0.06%
2,029
+38
222
$318K 0.06%
2,960
+42
223
$315K 0.06%
1,166
+204
224
$305K 0.06%
1,432
+30
225
$304K 0.06%
+4,293
7 8
9
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