IA

Insight Advisors Portfolio holdings

AUM $660M
1-Year Est. Return 14.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$660M
AUM Growth
+$7.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$85.4M
2
+$7.89M
3
+$838K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$829K
5
LQTI
FT Vest Investment Grade & Target Income ETF
LQTI
+$821K

Top Sells

1
+$89.4M
2
+$4.39M
3
+$3.86M
4
NVDA icon
NVIDIA
NVDA
+$866K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$825K

Sector Composition

1 Technology 12.69%
2 Financials 3.21%
3 Consumer Discretionary 2.76%
4 Communication Services 2.76%
5 Consumer Staples 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ATTR
1
Arin Tactical Tail Risk ETF
ATTR
$90.5M
$85.6M 12.96%
+945,841
CAOS icon
2
Alpha Architect Tail Risk ETF
CAOS
$592M
$83M 12.58%
924,825
-993,762
BOXX icon
3
Alpha Architect 1-3 Month Box ETF
BOXX
$10.1B
$36.6M 5.54%
317,775
+1,053
NVDA icon
4
NVIDIA
NVDA
$4.38T
$24M 3.63%
128,428
-4,650
SPY icon
5
State Street SPDR S&P 500 ETF Trust
SPY
$689B
$23.3M 3.52%
34,098
+139
AAPL icon
6
Apple
AAPL
$3.86T
$22.2M 3.37%
81,766
-1,719
QGRW icon
7
WisdomTree US Quality Growth Fund
QGRW
$2.13B
$16.1M 2.44%
275,021
-451
DGRW icon
8
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.1B
$15.6M 2.36%
174,485
-2,698
AVGO icon
9
Broadcom
AVGO
$1.49T
$12M 1.82%
34,734
-32
AMZN icon
10
Amazon
AMZN
$2.24T
$10.8M 1.63%
46,582
-500
AGGY icon
11
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$895M
$9.02M 1.37%
204,837
+5,850
MSFT icon
12
Microsoft
MSFT
$3T
$8.59M 1.3%
17,752
-2
DDWM icon
13
WisdomTree Dynamic International Equity Fund
DDWM
$1.28B
$8.09M 1.23%
+185,854
WTV icon
14
WisdomTree US Value Fund
WTV
$2.53B
$8.08M 1.22%
86,556
+3,175
GOOGL icon
15
Alphabet (Google) Class A
GOOGL
$3.66T
$7.99M 1.21%
25,511
-333
QQQ icon
16
Invesco QQQ Trust
QQQ
$395B
$7.69M 1.17%
12,513
+471
JMST icon
17
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.17B
$7.52M 1.14%
147,604
+12,984
VUG icon
18
Vanguard Growth ETF
VUG
$194B
$6.99M 1.06%
14,335
-11
VOO icon
19
Vanguard S&P 500 ETF
VOO
$848B
$6.79M 1.03%
10,832
+92
SPDW icon
20
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$37B
$6.69M 1.01%
150,719
+1,291
SCHD icon
21
Schwab US Dividend Equity ETF
SCHD
$85.3B
$5.75M 0.87%
209,513
-2,634
GOOG icon
22
Alphabet (Google) Class C
GOOG
$3.66T
$5.02M 0.76%
16,006
-2,880
IVV icon
23
iShares Core S&P 500 ETF
IVV
$743B
$4.93M 0.75%
7,199
-85
JPST icon
24
JPMorgan Ultra-Short Income ETF
JPST
$37.3B
$4.53M 0.69%
89,473
-4,105
MTGP icon
25
WisdomTree Mortgage Plus Bond Fund
MTGP
$76.2M
$4.33M 0.66%
97,196
+912
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