Portfolio (Quarterly)
Guide ↗
Insight Advisors, LLC/ PA
· CIK 0001844880| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | — | CAMBRIA ETF TR | — | 12,000.0 | $74K | 0.01% | NEW | — | $6.16 | — |
| 282 | ACP | ABRDN INCOME CREDIT STRATEGI | Financial Services | 11,360.0 | $61K | 0.01% | NEW | — | $5.41 | -2.7% |
| 283 | INVZ | INNOVIZ TECHNOLOGIES LTD | Consumer Cyclical | 15,206.0 | $13K | 0.00% | NEW | — | $0.85 | -16.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
39.9%
Financial Services
27.1%
Communication Services
8.7%
Consumer Cyclical
8.7%
Consumer Defensive
4.1%
Healthcare
4.0%
Industrials
3.8%
Utilities
2.2%
Basic Materials
0.8%
Energy
0.7%