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
MOG.A icon
226
Moog Inc Class A
MOG.A
$10.8B
$280K 0.04%
1,148
+5
GPN icon
227
Global Payments
GPN
$21.7B
$278K 0.04%
3,596
+2
PTLC icon
228
Pacer Trendpilot US Large Cap ETF
PTLC
$3.24B
$278K 0.04%
4,999
-115
SO icon
229
Southern Company
SO
$107B
$274K 0.04%
3,137
USAI icon
230
Pacer American Energy Independence ETF
USAI
$97.3M
$273K 0.04%
7,165
-184
FEX icon
231
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.43B
$273K 0.04%
2,299
+6
UNH icon
232
UnitedHealth
UNH
$262B
$270K 0.04%
817
-24
VWO icon
233
Vanguard FTSE Emerging Markets ETF
VWO
$110B
$266K 0.04%
4,954
+27
KO icon
234
Coca-Cola
KO
$341B
$264K 0.04%
3,772
-12
CALF icon
235
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.44B
$263K 0.04%
5,933
-3,176
VOX icon
236
Vanguard Communication Services ETF
VOX
$6.1B
$260K 0.04%
1,345
DIS icon
237
Walt Disney
DIS
$183B
$258K 0.04%
2,271
-336
IJJ icon
238
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.39B
$256K 0.04%
1,946
-51
HWM icon
239
Howmet Aerospace
HWM
$104B
$255K 0.04%
1,245
-88
ISHP icon
240
First Trust Exchange-Traded Fund VI First Trust S-Network E-Commerce ETF
ISHP
$5.24M
$255K 0.04%
6,515
+106
IPKW icon
241
Invesco International BuyBack Achievers ETF
IPKW
$531M
$254K 0.04%
4,567
+45
IWP icon
242
iShares Russell Mid-Cap Growth ETF
IWP
$19.8B
$253K 0.04%
1,851
-218
ORLY icon
243
O'Reilly Automotive
ORLY
$79B
$253K 0.04%
2,775
+5
DBC icon
244
Invesco DB Commodity Index Tracking Fund
DBC
$1.47B
$253K 0.04%
11,319
-1,053
LEMB icon
245
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$852M
$252K 0.04%
6,070
+60
MO icon
246
Altria Group
MO
$115B
$248K 0.04%
4,298
+32
FTCS icon
247
First Trust Capital Strength ETF
FTCS
$8.41B
$248K 0.04%
2,679
+4
IDEV icon
248
iShares Core MSCI International Developed Markets ETF
IDEV
$28.4B
$247K 0.04%
3,000
WM icon
249
Waste Management
WM
$98.2B
$242K 0.04%
1,100
-96
MCK icon
250
McKesson
MCK
$122B
$241K 0.04%
294
+29
8 9
10
11 12