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
$255M
AUM Growth
-$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$987K
3
+$547K
4
EXE
Expand Energy Corp
EXE
+$336K
5
FDX icon
FedEx
FDX
+$286K

Top Sells

1
+$73.3M
2
+$16.5M
3
+$538K
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$509K
5
RH icon
RH
RH
+$422K

Sector Composition

1 Technology 12.72%
2 Consumer Discretionary 8.75%
3 Financials 6.72%
4 Healthcare 4.54%
5 Consumer Staples 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.3M 6.4%
117,821
-1,228
2
$7.47M 2.94%
66,111
-2,779
3
$5.1M 2%
19,216
+154
4
$4.77M 1.87%
35,286
+36
5
$4.67M 1.84%
20,062
+588
6
$4.43M 1.74%
123,882
+1,128
7
$4.12M 1.62%
63,874
+1,097
8
$4.04M 1.59%
42,267
-765,973
9
$4.01M 1.58%
50,147
+456
10
$3.77M 1.48%
67,975
+1,000
11
$3.71M 1.46%
112,664
+368
12
$3.44M 1.35%
16,079
+116
13
$3.43M 1.35%
57,773
+31,007
14
$3.42M 1.34%
89,048
+1,874
15
$3.22M 1.27%
68,759
+272
16
$3.19M 1.25%
59,126
-33
17
$2.92M 1.15%
33,865
-2
18
$2.82M 1.11%
232,150
-20,000
19
$2.77M 1.09%
33,995
20
$2.6M 1.02%
142,580
21
$2.58M 1.01%
184,524
-3,376
22
$2.54M 1%
57,555
-4,165
23
$2.42M 0.95%
95,575
+8,505
24
$2.41M 0.95%
70,409
+1,695
25
$2.3M 0.91%
18,656
+296
1
2 3 4 5