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
$335M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.22M
3
+$1.14M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$914K

Top Sells

1
+$23.6M
2
+$10.8M
3
+$4.63M
4
AMD icon
Advanced Micro Devices
AMD
+$2.52M
5
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$2.48M

Sector Composition

1 Technology 16.3%
2 Consumer Discretionary 10.34%
3 Financials 7.21%
4 Communication Services 6.28%
5 Healthcare 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.9M 6.25%
138,679
+4,700
2
$11.6M 3.45%
66,520
+1,340
3
$9.77M 2.92%
327,690
-792,790
4
$7.12M 2.13%
21,154
-260
5
$6.31M 1.88%
15,387
+363
6
$5.47M 1.63%
17,046
-340
7
$5.47M 1.63%
32,864
+199
8
$5.43M 1.62%
8,126
-208
9
$5.17M 1.54%
34,880
+440
10
$5.11M 1.53%
22,377
-1,230
11
$4.12M 1.23%
29,962
-18,306
12
$3.89M 1.16%
61,531
-3,911
13
$3.72M 1.11%
12,856
+7,819
14
$3.6M 1.08%
86,720
+15,509
15
$3.6M 1.07%
37,733
+4,828
16
$3.56M 1.06%
45,205
-3,008
17
$3.53M 1.05%
28,350
-6,549
18
$3.21M 0.96%
6,852
-103
19
$3.17M 0.95%
10,655
-3,112
20
$3.11M 0.93%
47,031
+11,070
21
$2.83M 0.84%
7,602
-56
22
$2.77M 0.83%
57,715
+4,606
23
$2.69M 0.8%
33,995
-1,300
24
$2.63M 0.78%
10,073
-81
25
$2.61M 0.78%
18,109
1
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