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
$264M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12.7M
3
+$5.27M
4
NFLX icon
Netflix
NFLX
+$5.13M
5
VUG icon
Vanguard Growth ETF
VUG
+$4.79M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.15%
2 Consumer Discretionary 10.74%
3 Financials 6.58%
4 Communication Services 6.49%
5 Healthcare 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16M 6.07%
+120,908
2
$12.7M 4.81%
+78,080
3
$5.27M 2%
+22,520
4
$5.13M 1.94%
+9,495
5
$4.79M 1.81%
+18,920
6
$4.46M 1.69%
+47,827
7
$4.29M 1.62%
+19,273
8
$4.25M 1.61%
+13,558
9
$4.1M 1.55%
+313,960
10
$4.05M 1.53%
+28,666
11
$4.03M 1.53%
+43,981
12
$3.9M 1.48%
+31,339
13
$3.6M 1.36%
+15,634
14
$3.29M 1.24%
+60,978
15
$3.18M 1.2%
+36,320
16
$2.57M 0.97%
+45,743
17
$2.57M 0.97%
+47,830
18
$2.57M 0.97%
+6,846
19
$2.55M 0.97%
+10,857
20
$2.45M 0.93%
+62,403
21
$2.41M 0.91%
+8,808
22
$2.36M 0.89%
+35,295
23
$2.36M 0.89%
+72,302
24
$2.34M 0.89%
+19,667
25
$2.25M 0.85%
+10,604
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