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
$620M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$4.12M
3
+$3.45M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.42M
5
WTV icon
WisdomTree US Value Fund
WTV
+$3.42M

Top Sells

1
+$5.63M
2
+$4.74M
3
+$4.64M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.99M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.45M

Sector Composition

1 Technology 11.6%
2 Financials 3.2%
3 Consumer Discretionary 2.99%
4 Communication Services 2.43%
5 Consumer Staples 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SGOV icon
226
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.6B
$278K 0.04%
2,756
-36
RH icon
227
RH
RH
$3.04B
$274K 0.04%
1,449
PTLC icon
228
Pacer Trendpilot US Large Cap ETF
PTLC
$3.52B
$273K 0.04%
5,386
VNQ icon
229
Vanguard Real Estate ETF
VNQ
$34.1B
$273K 0.04%
3,067
-152
DBC icon
230
Invesco DB Commodity Index Tracking Fund
DBC
$1.32B
$270K 0.04%
12,372
KO icon
231
Coca-Cola
KO
$308B
$266K 0.04%
3,766
-7
WM icon
232
Waste Management
WM
$81.9B
$265K 0.04%
1,160
-6
MO icon
233
Altria Group
MO
$98.1B
$258K 0.04%
4,405
+9
USMV icon
234
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$256K 0.04%
2,731
-85
ISHP icon
235
First Trust Exchange-Traded Fund VI First Trust S-Network E-Commerce ETF
ISHP
$6.01M
$253K 0.04%
+6,409
CRM icon
236
Salesforce
CRM
$233B
$253K 0.04%
926
-86
T icon
237
AT&T
T
$179B
$252K 0.04%
8,705
-1,744
FEX icon
238
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.37B
$252K 0.04%
2,289
+4
ORLY icon
239
O'Reilly Automotive
ORLY
$83.9B
$250K 0.04%
2,770
+55
CVX icon
240
Chevron
CVX
$312B
$249K 0.04%
1,737
-144
HWM icon
241
Howmet Aerospace
HWM
$84.1B
$248K 0.04%
+1,333
IJJ icon
242
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.95B
$247K 0.04%
1,997
-142
APH icon
243
Amphenol
APH
$176B
$242K 0.04%
+2,450
AEP icon
244
American Electric Power
AEP
$65.7B
$242K 0.04%
2,329
LEMB icon
245
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$408M
$242K 0.04%
5,983
-467
VGK icon
246
Vanguard FTSE Europe ETF
VGK
$28B
$239K 0.04%
3,084
IPKW icon
247
Invesco International BuyBack Achievers ETF
IPKW
$368M
$239K 0.04%
4,910
-274
GPN icon
248
Global Payments
GPN
$18.3B
$239K 0.04%
2,980
+7
GE icon
249
GE Aerospace
GE
$328B
$234K 0.04%
+911
BIZD icon
250
VanEck BDC Income ETF
BIZD
$1.51B
$230K 0.04%
14,131
-10,351
8 9
10
11 12