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
$319M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$1.62M
3
+$943K
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$853K
5
IGLD icon
FT Vest Gold Strategy Target Income ETF
IGLD
+$850K

Top Sells

1
+$6.04M
2
+$2.8M
3
+$2.74M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$1.22M
5
IPWR icon
Ideal Power
IPWR
+$873K

Sector Composition

1 Technology 15.37%
2 Consumer Discretionary 8.85%
3 Financials 6.98%
4 Communication Services 6.19%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.5M 6.12%
133,979
-2,837
2
$10.9M 3.41%
65,180
+2,840
3
$6.4M 2.01%
23,607
-113
4
$6.1M 1.91%
21,414
+391
5
$5.53M 1.74%
1,120,480
+858,840
6
$5.24M 1.64%
48,268
+7,431
7
$5.2M 1.63%
32,665
+1,698
8
$5.13M 1.61%
17,386
-1,045
9
$4.64M 1.46%
34,440
-2,540
10
$4.63M 1.45%
12,690
+6
11
$4.29M 1.35%
8,334
-565
12
$4.23M 1.33%
34,899
-996
13
$4.08M 1.28%
11,599
+732
14
$4.07M 1.28%
48,213
-592
15
$4M 1.26%
65,442
+364
16
$3.74M 1.17%
13,767
-1,382
17
$3.55M 1.11%
15,024
+480
18
$3.06M 0.96%
6,955
-55
19
$3.04M 0.95%
32,905
+3,508
20
$2.89M 0.91%
71,211
+10,371
21
$2.85M 0.89%
35,295
22
$2.67M 0.84%
58,727
-1,649
23
$2.6M 0.82%
41,227
-2,860
24
$2.56M 0.8%
41,702
-3,754
25
$2.54M 0.8%
53,109
+19,733
1
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