Portfolio (Quarterly)
Guide ↗
Insight Advisors, LLC/ PA
· CIK 0001844880| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | ACP | ABRDN INCOME CREDIT STRATEGI | Financial Services | 11,360.0 | $58K | 0.01% | — | — | $5.10 | -1.7% |
| 242 | INVZ | INNOVIZ TECHNOLOGIES LTD | Consumer Cyclical | 14,969.0 | $9K | 0.00% | -237.0 | -1.6% | $0.63 | -46.8% |
| 243 | — | GABELLI EQUITY TR INC | — | 21,850.0 | $153.0 | — | NEW | — | $0.01 | — |
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
39.3%
Financial Services
28.0%
Consumer Cyclical
7.8%
Communication Services
7.6%
Healthcare
4.6%
Industrials
4.5%
Consumer Defensive
4.4%
Utilities
1.8%
Basic Materials
1.1%
Energy
1.0%