IA

Insight Advisors Portfolio holdings

AUM $525M
1-Year Est. Return 15.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$525M
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.42M
3
+$2.3M
4
TROW icon
T. Rowe Price
TROW
+$1.58M
5
YELP icon
Yelp
YELP
+$1.43M

Top Sells

1
+$15.2M
2
+$15.2M
3
+$8.09M
4
WTV icon
WisdomTree US Value Fund
WTV
+$8.08M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$7.99M

Sector Composition

1 Technology 13.73%
2 Communication Services 3.51%
3 Financials 3.37%
4 Consumer Discretionary 2.71%
5 Healthcare 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CLOU icon
251
Global X Cloud Computing ETF
CLOU
$284M
– –
-22,019
COF icon
252
Capital One
COF
$114B
– –
-924
COWZ icon
253
Pacer US Cash Cows 100 ETF
COWZ
$18.5B
– –
-12,934
CRM icon
254
Salesforce
CRM
$164B
– –
-834
CWH icon
255
Camping World
CWH
$473M
– –
-29,300
DDIV icon
256
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF
DDIV
$67M
– –
-4,846
DDWM icon
257
WisdomTree Dynamic International Equity Fund
DDWM
$1.43B
– –
-185,854
DLN icon
258
WisdomTree US LargeCap Dividend Fund
DLN
$6.14B
– –
-3,406
DPZ icon
259
Domino's
DPZ
$10.2B
– –
-766
DTD icon
260
WisdomTree US Total Dividend Fund
DTD
$1.61B
– –
-4,081
ECOW icon
261
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
$219M
– –
-43,911
ELD icon
262
WisdomTree Emerging Markets Local Debt Fund
ELD
$135M
– –
-11,019
EPI icon
263
WisdomTree India Earnings Fund ETF
EPI
$2.15B
– –
-44,844
F icon
264
Ford
F
$64.4B
– –
-59,663
FCOM icon
265
Fidelity MSCI Communication Services Index ETF
FCOM
$1.78B
– –
-3,174
GCOW icon
266
Pacer Global Cash Cows Dividend ETF
GCOW
$3.36B
– –
-74,732
GPN icon
267
Global Payments
GPN
$20.3B
– –
-3,596
HEDJ icon
268
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.84B
– –
-11,886
HSY icon
269
Hershey
HSY
$37.3B
– –
-2,195
ICOW icon
270
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.87B
– –
-79,058
ISHP icon
271
First Trust Exchange-Traded Fund VI First Trust S-Network E-Commerce ETF
ISHP
$5.23M
– –
-6,515
JPST icon
272
JPMorgan Ultra-Short Income ETF
JPST
$38.2B
– –
-89,473
KMB icon
273
Kimberly-Clark
KMB
$32.4B
– –
-2,892
MLI icon
274
Mueller Industries
MLI
$14.4B
– –
-2,000
MTGP icon
275
WisdomTree Mortgage Plus Bond Fund
MTGP
$66M
– –
-97,196
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