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
$448M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$963K
3
+$934K
4
HEAL
Global X Funds Global X HealthTech ETF
HEAL
+$863K
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$806K

Top Sells

1
+$5.56M
2
+$2.18M
3
+$760K
4
PLAT
WisdomTree Growth Leaders Fund
PLAT
+$614K
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$583K

Sector Composition

1 Technology 9.96%
2 Consumer Discretionary 4.55%
3 Financials 3.52%
4 Healthcare 2.15%
5 Industrials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$143M 31.86%
1,762,967
+90,074
2
$24.5M 5.48%
239,462
-54,307
3
$20.5M 4.58%
105,673
-2,536
4
$7.51M 1.68%
177,550
+9,010
5
$5.89M 1.32%
17,292
-56
6
$5.85M 1.31%
44,856
-333
7
$5.67M 1.27%
95,408
+8,957
8
$5.45M 1.22%
33,578
+1,947
9
$4.92M 1.1%
122,624
+20,094
10
$4.61M 1.03%
48,873
+6,503
11
$4.44M 0.99%
63,124
+11,237
12
$4.43M 0.99%
15,646
-212
13
$4.18M 0.93%
70,675
+16,284
14
$3.86M 0.86%
57,944
+2,135
15
$3.8M 0.85%
14,505
-28
16
$3.76M 0.84%
80,392
+11,044
17
$3.5M 0.78%
183,023
+10,660
18
$3.44M 0.77%
183,484
-1,736
19
$3.38M 0.75%
28,230
-627
20
$3.24M 0.72%
107,551
+3,073
21
$3.16M 0.71%
32,945
22
$2.88M 0.64%
54,618
-1,251
23
$2.84M 0.63%
109,889
+297
24
$2.79M 0.62%
71,890
+19,146
25
$2.74M 0.61%
6,145
-103
1
2 3 4 5