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
$295M
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.32M
3
+$1.18M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.02M
5
TSLA icon
Tesla
TSLA
+$971K

Top Sells

1
+$1.39M
2
+$1.19M
3
+$1.19M
4
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$1.16M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.07M

Sector Composition

1 Technology 14.46%
2 Consumer Discretionary 9.5%
3 Financials 6.66%
4 Healthcare 4.11%
5 Consumer Staples 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.6M 6.66%
119,049
-8,441
2
$9.72M 3.3%
68,890
+3,810
3
$5.88M 2%
19,062
+3,147
4
$5.5M 1.86%
19,474
-1,032
5
$5.49M 1.86%
808,240
+763,660
6
$5.42M 1.84%
35,250
+1,152
7
$4.98M 1.69%
122,754
+3,095
8
$4.82M 1.63%
252,150
+11,160
9
$4.49M 1.52%
49,691
+3,009
10
$4.45M 1.51%
62,777
+3,049
11
$4.15M 1.41%
66,975
+2,872
12
$4.12M 1.4%
15,963
-478
13
$3.93M 1.33%
112,296
+12,938
14
$3.85M 1.31%
87,174
+5,327
15
$3.61M 1.22%
59,159
+1,066
16
$3.42M 1.16%
68,487
+5,514
17
$3.31M 1.12%
32,116
+8,704
18
$3.25M 1.1%
33,867
-503
19
$3.15M 1.07%
187,900
+10,576
20
$2.8M 0.95%
61,720
-13,173
21
$2.78M 0.94%
142,580
+48,850
22
$2.67M 0.91%
88,373
+2,192
23
$2.65M 0.9%
6,369
-335
24
$2.62M 0.89%
68,714
+5,093
25
$2.57M 0.87%
33,995
1
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