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
EXG icon
276
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.85B
$101K 0.02%
11,500
REAL icon
277
The RealReal
REAL
$1.76B
$95.8K 0.02%
20,000
ACP
278
abrdn Income Credit Strategies Fund
ACP
$689M
$67K 0.01%
11,360
PLBY icon
279
Playboy Inc
PLBY
$143M
$38.4K 0.01%
23,705
-4,538
INVZ icon
280
Innoviz Technologies
INVZ
$315M
$25.3K ﹤0.01%
15,400
+2,100
WIMI
281
WiMi Hologram Cloud
WIMI
$40.4M
– –
-2,080
USMF icon
282
WisdomTree US Multifactor Fund
USMF
$392M
– –
-95,536
TMO icon
283
Thermo Fisher Scientific
TMO
$220B
– –
-454
SPIP icon
284
State Street SPDR Portfolio TIPS ETF
SPIP
$984M
– –
-8,872
SAN icon
285
Banco Santander
SAN
$160B
– –
-10,863
PFE icon
286
Pfizer
PFE
$144B
– –
-8,477
NUGT icon
287
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
$985M
– –
-4,484
NOBL icon
288
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
– –
-3,306
NBCC
289
DELISTED
Neuberger Berman Next Generation Connected Consumer ETF
NBCC
– –
-10,645
MOAT icon
290
VanEck Morningstar Wide Moat ETF
MOAT
$15.6B
– –
-2,486
MMM icon
291
3M
MMM
$90B
– –
-1,458
HYG icon
292
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.1B
– –
-2,558
FINX icon
293
Global X FinTech ETF
FINX
$285M
– –
-14,387
EPS icon
294
WisdomTree US LargeCap Fund
EPS
$1.29B
– –
-7,157
EMSF icon
295
Matthews Emerging Markets Sustainable Future Active ETF
EMSF
$34.4M
– –
-8,686
DON icon
296
WisdomTree US MidCap Dividend Fund
DON
$3.71B
– –
-5,643
DGS icon
297
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.64B
– –
-25,164
ARKW icon
298
ARK Web x.0 ETF
ARKW
$2.61B
– –
-2,638
ARKF icon
299
ARK Fintech Innovation ETF
ARKF
$1.39B
– –
-12,175
ADBE icon
300
Adobe
ADBE
$139B
– –
-546
8 9 10 11
12