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
$334M
AUM Growth
-$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.41M
3
+$1.37M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.19M
5
GLD icon
SPDR Gold Trust
GLD
+$1.16M

Top Sells

1
+$1.93M
2
+$1.41M
3
+$1.02M
4
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$956K
5
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$895K

Sector Composition

1 Technology 14.45%
2 Consumer Discretionary 8.82%
3 Financials 6.95%
4 Communication Services 4.18%
5 Consumer Staples 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.3M 6.67%
127,490
-5,861
2
$10.6M 3.18%
65,080
+1,300
3
$6.58M 1.97%
240,990
-51,700
4
$6.32M 1.89%
20,506
+1,309
5
$6.2M 1.86%
44,580
+12,220
6
$5.72M 1.71%
15,915
+480
7
$5.53M 1.66%
34,098
+1,967
8
$5.06M 1.52%
119,659
+18,645
9
$4.73M 1.42%
16,441
-243
10
$4.43M 1.33%
46,682
+5,672
11
$4.32M 1.29%
59,728
+9,211
12
$4.14M 1.24%
64,103
+8,875
13
$4.01M 1.2%
11,056
-2,229
14
$3.98M 1.19%
34,370
+3,512
15
$3.96M 1.19%
81,847
+7,249
16
$3.7M 1.11%
58,093
+318
17
$3.67M 1.1%
99,358
+17,503
18
$3.52M 1.06%
74,893
-331
19
$3.32M 0.99%
177,324
+4,132
20
$3.19M 0.96%
62,973
+16,220
21
$3.04M 0.91%
6,704
-157
22
$3.04M 0.91%
33,995
23
$2.95M 0.89%
86,181
+754
24
$2.71M 0.81%
5,991
+862
25
$2.7M 0.81%
18,254
+125
1
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