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
$316M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.09M
3
+$1.23M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$880K
5
F icon
Ford
F
+$875K

Top Sells

1
+$2.73M
2
+$1.66M
3
+$1.3M
4
DKNG icon
DraftKings
DKNG
+$995K
5
NVDA icon
NVIDIA
NVDA
+$785K

Sector Composition

1 Technology 13.9%
2 Consumer Discretionary 9.26%
3 Financials 7.5%
4 Communication Services 6.02%
5 Healthcare 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18M 5.7%
136,816
+15,908
2
$10.8M 3.42%
62,340
-15,740
3
$6.22M 1.97%
23,720
+1,200
4
$5.3M 1.68%
21,023
+1,750
5
$5.07M 1.6%
18,431
-489
6
$4.74M 1.5%
30,967
+2,301
7
$4.57M 1.45%
8,899
-596
8
$4.35M 1.38%
36,980
+660
9
$4.34M 1.37%
48,805
+978
10
$4.33M 1.37%
35,895
+4,556
11
$4.29M 1.36%
12,684
-874
12
$3.93M 1.24%
261,640
-52,320
13
$3.81M 1.21%
65,078
+4,100
14
$3.8M 1.2%
15,149
-485
15
$3.53M 1.12%
10,867
+2,059
16
$3.44M 1.09%
14,544
+3,687
17
$3.33M 1.06%
40,837
-3,144
18
$2.94M 0.93%
7,010
+164
19
$2.8M 0.89%
124,300
+108,435
20
$2.78M 0.88%
8,564
+1,820
21
$2.69M 0.85%
45,456
-2,374
22
$2.69M 0.85%
35,295
23
$2.69M 0.85%
19,764
+97
24
$2.67M 0.84%
44,087
-1,656
25
$2.65M 0.84%
29,397
+3,942
1
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