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
PTLC icon
226
Pacer Trendpilot US Large Cap ETF
PTLC
$3.42B
$280K 0.04%
5,114
-272
AEP icon
227
American Electric Power
AEP
$63.7B
$279K 0.04%
2,479
+150
DBC icon
228
Invesco DB Commodity Index Tracking Fund
DBC
$1.26B
$279K 0.04%
12,372
NEM icon
229
Newmont
NEM
$98.7B
$273K 0.04%
+3,232
GE icon
230
GE Aerospace
GE
$305B
$271K 0.04%
902
-9
HGRO
231
Hedgeye Quality Growth ETF
HGRO
$50.5M
$270K 0.04%
+9,830
ISHP icon
232
First Trust Exchange-Traded Fund VI First Trust S-Network E-Commerce ETF
ISHP
$5.85M
$268K 0.04%
6,409
FEX icon
233
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.36B
$268K 0.04%
2,293
+4
VWO icon
234
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$267K 0.04%
4,927
-1,873
WM icon
235
Waste Management
WM
$86.4B
$264K 0.04%
1,196
+36
HWM icon
236
Howmet Aerospace
HWM
$79B
$262K 0.04%
1,333
BSV icon
237
Vanguard Short-Term Bond ETF
BSV
$39.2B
$261K 0.04%
3,309
-627
ARKK icon
238
ARK Innovation ETF
ARKK
$7.63B
$261K 0.04%
3,020
-1,615
IJJ icon
239
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.87B
$259K 0.04%
1,997
USMV icon
240
iShares MSCI USA Min Vol Factor ETF
USMV
$22.7B
$257K 0.04%
2,698
-33
VOX icon
241
Vanguard Communication Services ETF
VOX
$5.84B
$252K 0.04%
1,345
KO icon
242
Coca-Cola
KO
$304B
$251K 0.04%
3,784
+18
FTCS icon
243
First Trust Capital Strength ETF
FTCS
$8.17B
$251K 0.04%
2,675
-798
LEMB icon
244
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$580M
$248K 0.04%
6,010
+27
NOW icon
245
ServiceNow
NOW
$171B
$247K 0.04%
268
-4
XLU icon
246
State Street Utilities Select Sector SPDR ETF
XLU
$21.7B
$242K 0.04%
2,780
+50
IDEV icon
247
iShares Core MSCI International Developed Markets ETF
IDEV
$23.6B
$241K 0.04%
+3,000
IPKW icon
248
Invesco International BuyBack Achievers ETF
IPKW
$420M
$238K 0.04%
4,522
-388
MOG.A icon
249
Moog Inc Class A
MOG.A
$7.24B
$238K 0.04%
1,143
-2
OXY icon
250
Occidental Petroleum
OXY
$41.4B
$238K 0.04%
5,034
-99
8 9
10
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