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
HIPS icon
276
GraniteShares HIPS US High Income ETF
HIPS
$97.8M
$117K 0.02%
10,000
EXG icon
277
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.88B
$110K 0.02%
11,500
ETJ
278
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$586M
$105K 0.02%
11,871
+257
CODI icon
279
Compass Diversified
CODI
$527M
$82.2K 0.01%
17,116
+2
TOKE icon
280
Cambria Cannabis ETF
TOKE
$18.8M
$73.9K 0.01%
+12,000
ACP
281
abrdn Income Credit Strategies Fund
ACP
$688M
$61.5K 0.01%
11,360
INVZ icon
282
Innoviz Technologies
INVZ
$178M
$13K ﹤0.01%
15,206
-194
BIZD icon
283
VanEck BDC Income ETF
BIZD
$1.46B
– –
-13,131
BSV icon
284
Vanguard Short-Term Bond ETF
BSV
$43.4B
– –
-3,309
CI icon
285
Cigna
CI
$74.8B
– –
-694
CMG icon
286
Chipotle Mexican Grill
CMG
$48.1B
– –
-5,843
DIVO icon
287
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6.57B
– –
-5,189
DXJ icon
288
WisdomTree Japan Hedged Equity Fund
DXJ
$6.28B
– –
-34,307
GNOM icon
289
Global X Genomics & Biotechnology ETF
GNOM
$50.3M
– –
-14,913
MRVL icon
290
Marvell Technology
MRVL
$65.7B
– –
-2,488
MSTR icon
291
Strategy Inc
MSTR
$44.3B
– –
-970
OXY icon
292
Occidental Petroleum
OXY
$52.9B
– –
-5,034
PFE icon
293
Pfizer
PFE
$151B
– –
-8,219
RACE icon
294
Ferrari
RACE
$63.9B
– –
-425
T icon
295
AT&T
T
$201B
– –
-8,188
VST icon
296
Vistra
VST
$54.8B
– –
-1,069
PCIG icon
297
Polen Capital International Growth ETF
PCIG
$27.3M
– –
-13,026
OKLO
298
Oklo
OKLO
$9.89B
– –
-2,103
FCTE
299
SMI 3Fourteen Full-Cycle Trend ETF
FCTE
$224M
– –
-8,171
NBIS
300
Nebius Group N.V.
NBIS
$22B
– –
-2,048
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