IA

Insight Advisors Portfolio holdings

AUM $620M
1-Year Est. Return 12.74%
This Quarter Est. Return
1 Year Est. Return
+12.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$620M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$4.12M
3
+$3.45M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.42M
5
WTV icon
WisdomTree US Value Fund
WTV
+$3.42M

Top Sells

1
+$5.63M
2
+$4.74M
3
+$4.64M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.99M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.45M

Sector Composition

1 Technology 11.6%
2 Financials 3.2%
3 Consumer Discretionary 2.99%
4 Communication Services 2.43%
5 Consumer Staples 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAOS icon
1
Alpha Architect Tail Risk ETF
CAOS
$517M
$174M 27.87%
1,957,013
+13,028
BOXX icon
2
Alpha Architect 1-3 Month Box ETF
BOXX
$8.11B
$36.9M 5.91%
327,386
+63,821
NVDA icon
3
NVIDIA
NVDA
$4.46T
$21.2M 3.41%
134,479
-29,395
SPY icon
4
SPDR S&P 500 ETF Trust
SPY
$660B
$20.6M 3.3%
33,346
+2,528
AAPL icon
5
Apple
AAPL
$3.74T
$17.8M 2.85%
86,734
-7,489
DGRW icon
6
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$14.7M 2.36%
175,923
+40,878
QGRW icon
7
WisdomTree US Quality Growth Fund
QGRW
$1.76B
$14.5M 2.32%
275,552
+44,097
AMZN icon
8
Amazon
AMZN
$2.27T
$10.3M 1.66%
47,078
-1,639
AVGO icon
9
Broadcom
AVGO
$1.65T
$9.6M 1.54%
34,842
+481
MSFT icon
10
Microsoft
MSFT
$3.82T
$8.85M 1.42%
17,798
-966
AGGY icon
11
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$817M
$8.64M 1.39%
198,118
-9,490
WTV icon
12
WisdomTree US Value Fund
WTV
$1.73B
$7.17M 1.15%
83,036
+39,567
JMST icon
13
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.68B
$6.76M 1.08%
132,843
+18,531
QQQ icon
14
Invesco QQQ Trust
QQQ
$384B
$6.7M 1.07%
12,141
-50
VUG icon
15
Vanguard Growth ETF
VUG
$195B
$6.31M 1.01%
14,402
-175
VOO icon
16
Vanguard S&P 500 ETF
VOO
$757B
$6.17M 0.99%
10,861
+651
SPDW icon
17
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.7B
$6.05M 0.97%
149,435
-27,173
SCHD icon
18
Schwab US Dividend Equity ETF
SCHD
$70B
$5.56M 0.89%
209,795
+15,598
JPST icon
19
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$4.88M 0.78%
96,382
+19,516
FTSM icon
20
First Trust Enhanced Short Maturity ETF
FTSM
$6.18B
$4.78M 0.77%
79,863
-8,210
GOOGL icon
21
Alphabet (Google) Class A
GOOGL
$3.06T
$4.54M 0.73%
25,788
+856
IVV icon
22
iShares Core S&P 500 ETF
IVV
$660B
$4.54M 0.73%
7,308
-19
MTGP icon
23
WisdomTree Mortgage Plus Bond Fund
MTGP
$67.5M
$4.26M 0.68%
95,869
+6,137
HEDJ icon
24
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.87B
$4.12M 0.66%
+85,637
BRK.B icon
25
Berkshire Hathaway Class B
BRK.B
$1.06T
$3.98M 0.64%
8,186
-38
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