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
VOX icon
251
Vanguard Communication Services ETF
VOX
$5.73B
$230K 0.04%
+1,345
CI icon
252
Cigna
CI
$71.6B
$230K 0.04%
695
+6
VST icon
253
Vistra
VST
$60.7B
$229K 0.04%
+1,179
XLU icon
254
Utilities Select Sector SPDR Fund
XLU
$22B
$223K 0.04%
2,730
-3
DIVO icon
255
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.33B
$222K 0.04%
5,211
-103
MRVL icon
256
Marvell Technology
MRVL
$77B
$221K 0.04%
+2,858
FCTE
257
SMI 3Fourteen Full-Cycle Trend ETF
FCTE
$295M
$217K 0.03%
+8,171
FTSL icon
258
First Trust Senior Loan Fund ETF
FTSL
$2.41B
$217K 0.03%
4,729
-174
OXY icon
259
Occidental Petroleum
OXY
$41.2B
$216K 0.03%
5,133
-262
VO icon
260
Vanguard Mid-Cap ETF
VO
$88.4B
$215K 0.03%
+767
XLI icon
261
Industrial Select Sector SPDR Fund
XLI
$23.8B
$214K 0.03%
+1,453
BMY icon
262
Bristol-Myers Squibb
BMY
$99.2B
$213K 0.03%
4,592
-61
MTUM icon
263
iShares MSCI USA Momentum Factor ETF
MTUM
$19.1B
$211K 0.03%
+880
VPL icon
264
Vanguard FTSE Pacific ETF
VPL
$8.28B
$211K 0.03%
+2,568
PCT icon
265
PureCycle Technologies
PCT
$1.78B
$210K 0.03%
15,337
-2,600
RACE icon
266
Ferrari
RACE
$75B
$209K 0.03%
+425
MOG.A icon
267
Moog Inc Class A
MOG.A
$6.43B
$207K 0.03%
1,145
-135
COF icon
268
Capital One
COF
$140B
$205K 0.03%
+965
NEE icon
269
NextEra Energy
NEE
$179B
$203K 0.03%
2,928
-75
AGNC icon
270
AGNC Investment
AGNC
$11.1B
$185K 0.03%
20,164
+5,000
PCIG icon
271
Polen Capital International Growth ETF
PCIG
$26.7M
$128K 0.02%
+13,026
GAB icon
272
Gabelli Equity Trust
GAB
$1.87B
$127K 0.02%
21,842
HIPS icon
273
GraniteShares HIPS US High Income ETF
HIPS
$114M
$121K 0.02%
10,000
CODI icon
274
Compass Diversified
CODI
$419M
$107K 0.02%
17,116
+2,440
ETJ
275
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$602M
$103K 0.02%
11,366
+250
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