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
OKLO
251
Oklo
OKLO
$14.8B
$235K 0.04%
+2,103
DIVO icon
252
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6B
$232K 0.04%
5,189
-22
T icon
253
AT&T
T
$167B
$231K 0.04%
8,188
-517
LRCX icon
254
Lam Research
LRCX
$280B
$230K 0.04%
1,720
-1,249
NBIS
255
Nebius Group N.V.
NBIS
$27.4B
$230K 0.04%
+2,048
CMG icon
256
Chipotle Mexican Grill
CMG
$52.8B
$229K 0.04%
5,843
-1
MTUM icon
257
iShares MSCI USA Momentum Factor ETF
MTUM
$21.3B
$226K 0.03%
878
-2
VPL icon
258
Vanguard FTSE Pacific ETF
VPL
$8.91B
$226K 0.03%
2,568
XLI icon
259
State Street Industrial Select Sector SPDR ETF
XLI
$28.3B
$224K 0.03%
1,452
-1
VNQ icon
260
Vanguard Real Estate ETF
VNQ
$35.5B
$224K 0.03%
2,452
-615
FCTE
261
SMI 3Fourteen Full-Cycle Trend ETF
FCTE
$225M
$217K 0.03%
8,171
NEE icon
262
NextEra Energy
NEE
$174B
$217K 0.03%
2,876
-52
VIGI icon
263
Vanguard International Dividend Appreciation ETF
VIGI
$9.26B
$217K 0.03%
2,421
-1,218
REAL icon
264
The RealReal
REAL
$1.94B
$213K 0.03%
20,000
PFE icon
265
Pfizer
PFE
$146B
$210K 0.03%
+8,219
VST icon
266
Vistra
VST
$56.4B
$210K 0.03%
1,069
-110
MRVL icon
267
Marvell Technology
MRVL
$68.2B
$209K 0.03%
2,488
-370
CRM icon
268
Salesforce
CRM
$213B
$208K 0.03%
878
-48
XLF icon
269
State Street Financial Select Sector SPDR ETF
XLF
$53.6B
$207K 0.03%
+3,835
RACE icon
270
Ferrari
RACE
$61.2B
$206K 0.03%
425
COF icon
271
Capital One
COF
$152B
$205K 0.03%
964
-1
MCK icon
272
McKesson
MCK
$104B
$205K 0.03%
+265
MLI icon
273
Mueller Industries
MLI
$14.7B
$202K 0.03%
+2,000
CI icon
274
Cigna
CI
$72.7B
$200K 0.03%
694
-1
AGNC icon
275
AGNC Investment
AGNC
$12.8B
$197K 0.03%
20,164
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