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
$515M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.68M
3
+$2.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.28M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.97M

Top Sells

1
+$1.59M
2
+$1.38M
3
+$1.28M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.22M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$965K

Sector Composition

1 Technology 11.6%
2 Consumer Discretionary 4.08%
3 Financials 3.58%
4 Communication Services 2.21%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$150M 28.85%
1,783,479
-10,295
2
$31.9M 6.13%
300,066
+18,551
3
$17.7M 3.39%
102,947
-1,906
4
$17.5M 3.35%
193,340
-2,250
5
$8.64M 1.66%
47,875
+2,601
6
$8.22M 1.58%
19,548
+1,756
7
$5.88M 1.13%
11,250
+728
8
$5.67M 1.09%
95,159
-1,642
9
$5.58M 1.07%
73,195
+13,141
10
$5.39M 1.03%
15,667
+12
11
$4.92M 0.95%
105,775
+24,929
12
$4.82M 0.93%
83,002
-14,751
13
$4.68M 0.9%
25,604
-8,700
14
$4.56M 0.88%
127,229
+67,015
15
$4.43M 0.85%
33,370
+4,690
16
$4.18M 0.8%
85,026
-10,454
17
$3.83M 0.74%
25,393
-2,948
18
$3.68M 0.71%
84,694
+61,806
19
$3.64M 0.7%
8,196
+1,271
20
$3.6M 0.69%
8,571
+5,422
21
$3.58M 0.69%
6,806
+200
22
$3.38M 0.65%
31,005
-1,940
23
$3.2M 0.61%
17,704
-3
24
$3.17M 0.61%
19,459
+282
25
$3.15M 0.6%
56,884
-24,862
1
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