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Matt McInerney

@Insight Advisors, Llc Pa

Latest period2024 - Q3ReportedManaged Assets$580.157MTotal holdings293
Assets growth rate4.79%Assets growth rate (2-Q avg)5.53%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Insight Advisors, Llc Pa's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 293 positions.

Assets under management

The assets under management (AUM) of Insight Advisors, Llc Pa over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 580.157M in assets, with a quarterly growth rate of 4.79% and a 2-quarter average growth rate of 5.53%. The portfolio is managed by Matt McInerney, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ELDWisdomtree Tr
Recent Activity
New Position
0.04%
$214,582
7,680 shares@ $27.95 avg price
RACEFerrari N V
Recent Activity
New Position
0.04%
$212,490
452 shares@ $470.12 avg price
VPLVanguard Intl Equity Index F
Recent Activity
New Position
0.04%
$209,457
2,672 shares@ $78.39 avg price
IEFIshares Tr
Recent Activity
New Position
0.04%
$208,390
2,123 shares@ $98.16 avg price
DDDupont De Nemours Inc
Recent Activity
New Position
0.04%
$205,018
2,301 shares@ $89.1 avg price
FUTYFidelity Covington Trust
Recent Activity
New Position
0.04%
$204,899
3,954 shares@ $51.83 avg price
ACPAbrdn Income Credit Strategi
Recent Activity
New Position
0.02%
$75,203
11,360 shares@ $6.62 avg price