IA

Insight Advisors Portfolio holdings

AUM $620M
This Quarter Return
+7.62%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$515M
AUM Growth
+$515M
Cap. Flow
+$17.3M
Cap. Flow %
3.35%
Top 10 Hldgs %
49.86%
Holding
307
New
23
Increased
121
Reduced
113
Closed
12

Top Buys

1
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
$2.95M
2
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$2.68M
3
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
$2.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
$2.28M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
$1.97M

Top Sells

1
VIG icon
Vanguard Dividend Appreciation ETF
VIG
$1.59M
2
EPS icon
WisdomTree US LargeCap Fund
EPS
$1.38M
3
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
$1.28M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$1.22M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
$965K

Sector Composition

1 Technology 11.6%
2 Consumer Discretionary 4.08%
3 Financials 3.58%
4 Communication Services 2.21%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
IJJ icon
226
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.05B
$301K 0.06%
2,548
-7
-0.3% -$828
ROBO icon
227
ROBO Global Robotics & Automation Index ETF
ROBO
$1.11B
$297K 0.06%
5,071
-1,226
-19% -$71.9K
VNQ icon
228
Vanguard Real Estate ETF
VNQ
$34.6B
$295K 0.06%
3,409
+30
+0.9% +$2.6K
EXC icon
229
Exelon
EXC
$44.1B
$295K 0.06%
7,841
+7
+0.1% +$263
FLG
230
Flagstar Financial, Inc.
FLG
$5.33B
$293K 0.06%
91,141
+20,570
+29% +$66.2K
ABT icon
231
Abbott
ABT
$231B
$293K 0.06%
2,579
-34
-1% -$3.86K
CRWD icon
232
CrowdStrike
CRWD
$106B
$292K 0.06%
+911
New +$292K
GSY icon
233
Invesco Ultra Short Duration ETF
GSY
$2.95B
$292K 0.06%
5,851
– –
VWO icon
234
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$290K 0.06%
6,949
– –
VGK icon
235
Vanguard FTSE Europe ETF
VGK
$26.8B
$290K 0.06%
4,301
+2
+0% +$135
DBC icon
236
Invesco DB Commodity Index Tracking Fund
DBC
$1.27B
$286K 0.05%
12,434
– –
IPKW icon
237
Invesco International BuyBack Achievers ETF
IPKW
$334M
$284K 0.05%
7,159
+383
+6% +$15.2K
DLN icon
238
WisdomTree US LargeCap Dividend Fund
DLN
$5.28B
$276K 0.05%
3,820
– –
LEMB icon
239
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$391M
$273K 0.05%
7,562
+882
+13% +$31.8K
XOP icon
240
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.9B
$271K 0.05%
1,747
-20
-1% -$3.1K
BBBY
241
Bed Bath & Beyond, Inc.
BBBY
$517M
$270K 0.05%
+7,530
New +$270K
ECL icon
242
Ecolab
ECL
$78.6B
$270K 0.05%
1,171
+15
+1% +$3.46K
KWEB icon
243
KraneShares CSI China Internet ETF
KWEB
$8.49B
$270K 0.05%
10,278
-500
-5% -$13.1K
GNOV icon
244
FT Vest US Equity Moderate Buffer ETF November
GNOV
$250M
$269K 0.05%
8,174
+139
+2% +$4.58K
IEFA icon
245
iShares Core MSCI EAFE ETF
IEFA
$150B
$268K 0.05%
3,614
+301
+9% +$22.3K
CI icon
246
Cigna
CI
$80.3B
$260K 0.05%
717
– –
NUGT icon
247
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
$770M
$260K 0.05%
7,560
-595
-7% -$20.4K
EFAX icon
248
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$391M
$258K 0.05%
6,211
-642
-9% -$26.7K
PTLC icon
249
Pacer Trendpilot US Large Cap ETF
PTLC
$3.36B
$257K 0.05%
5,385
-215
-4% -$10.3K
VNLA icon
250
Janus Henderson Short Duration Income ETF
VNLA
$2.75B
$257K 0.05%
5,292
-2,824
-35% -$137K
8 9
10
11 12