IA

Insight Advisors Portfolio holdings

AUM $653M
1-Year Est. Return 15.09%
This Quarter Est. Return
1 Year Est. Return
+15.09%
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
+$2.54M
2
+$1.77M
3
+$761K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$575K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$409K

Top Sells

1
+$3.44M
2
+$2.09M
3
+$1.21M
4
AAPL icon
Apple
AAPL
+$828K
5
FSIG icon
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
+$641K

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
CAOS icon
1
Alpha Architect Tail Risk ETF
CAOS
$559M
$172M 26.24%
1,918,587
-38,426
BOXX icon
2
Alpha Architect 1-3 Month Box ETF
BOXX
$9.02B
$36.1M 5.51%
316,722
-10,664
NVDA icon
3
NVIDIA
NVDA
$4.41T
$24.8M 3.79%
133,078
-1,401
SPY icon
4
SPDR S&P 500 ETF Trust
SPY
$698B
$22.6M 3.46%
33,959
+613
AAPL icon
5
Apple
AAPL
$4.23T
$21.3M 3.25%
83,485
-3,249
QGRW icon
6
WisdomTree US Quality Growth Fund
QGRW
$2.1B
$15.8M 2.41%
275,472
-80
DGRW icon
7
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.1B
$15.8M 2.41%
177,183
+1,260
AVGO icon
8
Broadcom
AVGO
$1.8T
$11.5M 1.75%
34,766
-76
AMZN icon
9
Amazon
AMZN
$2.51T
$10.3M 1.58%
47,082
+4
MSFT icon
10
Microsoft
MSFT
$3.64T
$9.21M 1.41%
17,754
-44
AGGY icon
11
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$827M
$8.81M 1.35%
198,987
+869
WTV icon
12
WisdomTree US Value Fund
WTV
$2.04B
$7.59M 1.16%
83,381
+345
QQQ icon
13
Invesco QQQ Trust
QQQ
$407B
$7.24M 1.11%
12,042
-99
VUG icon
14
Vanguard Growth ETF
VUG
$202B
$6.88M 1.05%
14,346
-56
JMST icon
15
JPMorgan Ultra-Short Municipal Income ETF
JMST
$5.51B
$6.87M 1.05%
134,620
+1,777
VOO icon
16
Vanguard S&P 500 ETF
VOO
$800B
$6.58M 1.01%
10,740
-121
SPDW icon
17
SPDR Portfolio Developed World ex-US ETF
SPDW
$32.6B
$6.39M 0.98%
149,428
-7
GOOGL icon
18
Alphabet (Google) Class A
GOOGL
$3.81T
$6.29M 0.96%
25,844
+56
SCHD icon
19
Schwab US Dividend Equity ETF
SCHD
$70.6B
$5.79M 0.88%
212,147
+2,352
IVV icon
20
iShares Core S&P 500 ETF
IVV
$731B
$4.88M 0.75%
7,284
-24
JPST icon
21
JPMorgan Ultra-Short Income ETF
JPST
$35B
$4.75M 0.73%
93,578
-2,804
GOOG icon
22
Alphabet (Google) Class C
GOOG
$3.81T
$4.6M 0.7%
18,886
-87
DXJ icon
23
WisdomTree Japan Hedged Equity Fund
DXJ
$4.8B
$4.39M 0.67%
34,307
+141
HEDJ icon
24
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.76B
$4.35M 0.66%
86,321
+684
MTGP icon
25
WisdomTree Mortgage Plus Bond Fund
MTGP
$71.5M
$4.29M 0.66%
96,284
+415
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