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Insight Advisors Portfolio holdings

AUM $567M
1-Year Est. Return 25.52%
This Fund
S&P 500
This Quarter Est. Return
+13.62%
1 Year Est. Return
+25.52%
3 Year Est. Return
+66.75%
5 Year Est. Return
+66.79%
10 Year Est. Return
–
AUM
$264M
AUM Growth
–
Cap. Flow
+$250M
Cap. Flow %
94.4%
Top 10 Hldgs %
24.63%
Holding
271
New
271
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$14.5M
2
AMZN icon
Amazon
AMZN
+$12.5M
3
NFLX icon
Netflix
NFLX
+$4.81M
4
PYPL icon
PayPal
PYPL
+$4.67M
5
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$4.53M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 52.38%
2 Technology 14.15%
3 Consumer Discretionary 10.74%
4 Financials 6.6%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.67T
$16M 6.07%
+120,908
New +$14.5M
AMZN icon
2
Amazon
AMZN
$2.79T
$12.7M 4.81%
+78,080
New +$12.5M
PYPL icon
3
PayPal
PYPL
$47B
$5.27M 2%
+22,520
New +$4.67M
NFLX icon
4
Netflix
NFLX
$326B
$5.13M 1.94%
+94,950
New +$4.81M
VUG icon
5
Vanguard Morningstar Growth ETF
VUG
$228B
$4.79M 1.81%
+113,520
New +$4.53M
ARKG icon
6
ARK Genomic Revolution ETF
ARKG
$2B
$4.46M 1.69%
+47,827
New +$3.81M
MSFT icon
7
Microsoft
MSFT
$3.71T
$4.29M 1.62%
+19,273
New +$4.14M
QQQ icon
8
Invesco QQQ Trust
QQQ
$489B
$4.25M 1.61%
+13,558
New +$3.98M
NVDA icon
9
NVIDIA
NVDA
$5.56T
$4.1M 1.55%
+313,960
New +$4.2M
VIG icon
10
Vanguard Dividend Appreciation ETF
VIG
$113B
$4.05M 1.53%
+28,666
New +$3.88M
AMD icon
11
Advanced Micro Devices
AMD
$780B
$4.03M 1.53%
+43,981
New +$3.8M
ARKK icon
12
ARK Innovation ETF
ARKK
$6.44B
$3.9M 1.48%
+31,339
New +$3.4M
VOOG icon
13
Vanguard S&P 500 Growth ETF
VOOG
$27.1B
$3.6M 1.36%
+93,804
New +$3.42M
DGRW icon
14
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$3.29M 1.24%
+60,978
New +$3.16M
GOOGL icon
15
Alphabet (Google) Class A
GOOGL
$4.14T
$3.18M 1.2%
+36,320
New +$3.06M
SPLV icon
16
Invesco S&P 500 Low Volatility ETF
SPLV
$7.13B
$2.57M 0.97%
+45,743
New +$2.51M
DLN icon
17
WisdomTree US LargeCap Dividend Fund
DLN
$6.36B
$2.57M 0.97%
+47,830
New +$2.45M
IVV icon
18
iShares Core S&P 500 ETF
IVV
$889B
$2.57M 0.97%
+6,846
New +$2.44M
TSLA icon
19
Tesla
TSLA
$1.4T
$2.55M 0.97%
+10,857
New +$1.85M
IHDG icon
20
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.17B
$2.45M 0.93%
+62,403
New +$2.36M
META icon
21
Meta Platforms (Facebook)
META
$1.57T
$2.41M 0.91%
+8,808
New +$2.41M
SIGI icon
22
Selective Insurance
SIGI
$5.49B
$2.36M 0.89%
+35,295
New +$2.11M
KEMQ icon
23
KraneShares Public-Private Emerging Markets Internet and Technology ETF
KEMQ
$25.9M
$2.36M 0.89%
+72,302
New +$2.2M
VTV icon
24
Vanguard Morningstar Value ETF
VTV
$193B
$2.34M 0.89%
+19,667
New +$2.21M
VOT icon
25
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.4B
$2.25M 0.85%
+10,604
New +$2.09M
1
2 3 4 5

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CWA
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HCM
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PC
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SPP
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CIM
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CD
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Insight Advisors's Q4 2020 Portfolio in Review

Q4 2020 is the first quarter with a 13F filing on record for Insight Advisors, which disclosed 271 positions worth $264M. Its ten largest holdings account for 25% of the portfolio.

Its largest position is Apple: 120,908 shares worth $16M.

By sector, the portfolio is most concentrated in Miscellaneous at 52% of assets, followed by Technology and Consumer Discretionary.

  • Insight Advisors's largest Q4 2020 buy was Apple: 120,908 shares worth $16M.
  • Insight Advisors's ten largest holdings make up 25% of its $264M portfolio in Q4 2020.
  • Insight Advisors disclosed 271 positions in Q4 2020, its first 13F filing on record.

Based on Insight Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.