IA

Insight Advisors Portfolio holdings

AUM $525M
1-Year Est. Return 15.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$653M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.8M
3
+$754K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$553K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$393K

Top Sells

1
+$3.43M
2
+$2.09M
3
+$1.21M
4
AAPL icon
Apple
AAPL
+$734K
5
FSIG icon
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
+$640K

Sector Composition

1 Technology 12.71%
2 Financials 3.17%
3 Consumer Discretionary 2.98%
4 Communication Services 2.74%
5 Consumer Staples 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$172M 26.31%
1,918,587
-38,426
2
$36.1M 5.53%
316,722
-10,664
3
$24.8M 3.8%
133,078
-1,401
4
$22.6M 3.47%
33,959
+613
5
$21.3M 3.26%
83,485
-3,249
6
$15.8M 2.42%
275,472
-80
7
$15.8M 2.41%
177,183
+1,260
8
$11.5M 1.76%
34,766
-76
9
$10.3M 1.58%
47,082
+4
10
$9.21M 1.41%
17,754
-44
11
$8.81M 1.35%
198,987
+869
12
$7.59M 1.16%
83,381
+345
13
$7.24M 1.11%
12,042
-99
14
$6.88M 1.05%
86,076
-336
15
$6.87M 1.05%
134,620
+1,777
16
$6.58M 1.01%
10,740
-121
17
$6.39M 0.98%
149,428
-7
18
$6.29M 0.96%
25,844
+56
19
$5.79M 0.89%
212,147
+2,352
20
$4.88M 0.75%
7,284
-24
21
$4.75M 0.73%
93,578
-2,804
22
$4.6M 0.7%
18,886
-87
23
$4.39M 0.67%
34,307
+141
24
$4.35M 0.67%
86,321
+684
25
$4.29M 0.66%
96,284
+415
1
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