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
XLU icon
251
State Street Utilities Select Sector SPDR ETF
XLU
$24B
$237K 0.04%
5,563
+3
NEE icon
252
NextEra Energy
NEE
$193B
$233K 0.04%
2,900
+24
TMO icon
253
Thermo Fisher Scientific
TMO
$191B
$233K 0.04%
+401
FCOM icon
254
Fidelity MSCI Communication Services Index ETF
FCOM
$1.75B
$233K 0.04%
+3,174
VPL icon
255
Vanguard FTSE Pacific ETF
VPL
$9.19B
$232K 0.04%
2,567
-1
ARKK icon
256
ARK Innovation ETF
ARKK
$6.25B
$231K 0.04%
3,005
-15
USMV icon
257
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$230K 0.03%
2,444
-254
MLI icon
258
Mueller Industries
MLI
$13.1B
$230K 0.03%
2,000
ETHA
259
iShares Ethereum Trust ETF
ETHA
$1.14B
$226K 0.03%
10,079
+832
COF icon
260
Capital One
COF
$121B
$224K 0.03%
924
-40
CRM icon
261
Salesforce
CRM
$184B
$221K 0.03%
834
-44
MTUM icon
262
iShares MSCI USA Momentum Factor ETF
MTUM
$20.8B
$220K 0.03%
879
+1
VIGI icon
263
Vanguard International Dividend Appreciation ETF
VIGI
$9.02B
$219K 0.03%
2,397
-24
XLF icon
264
State Street Financial Select Sector SPDR ETF
XLF
$50.2B
$219K 0.03%
4,001
+166
AGNC icon
265
AGNC Investment
AGNC
$12.2B
$216K 0.03%
20,164
TFC icon
266
Truist Financial
TFC
$62.2B
$213K 0.03%
+4,325
NOW icon
267
ServiceNow
NOW
$118B
$206K 0.03%
1,344
+4
TE
268
T1 Energy Inc
TE
$1.38B
$204K 0.03%
+30,500
DSTL icon
269
Distillate US Fundamental Stability & Value ETF
DSTL
$1.92B
$202K 0.03%
+3,433
DDIV icon
270
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF
DDIV
$65.7M
$201K 0.03%
+4,846
VNQ icon
271
Vanguard Real Estate ETF
VNQ
$36.7B
$201K 0.03%
2,273
-179
ANET icon
272
Arista Networks
ANET
$157B
$200K 0.03%
+1,528
REAL icon
273
The RealReal
REAL
$1.36B
$174K 0.03%
11,000
-9,000
ENVX icon
274
Enovix
ENVX
$1.09B
$154K 0.02%
21,133
-20,870
GAB icon
275
Gabelli Equity Trust
GAB
$1.85B
$135K 0.02%
21,842
9 10
11
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