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
$2.92B
$101K 0.02%
11,500
REAL icon
277
The RealReal
REAL
$1.94B
$95.8K 0.02%
20,000
ACP
278
abrdn Income Credit Strategies Fund
ACP
$696M
$67K 0.01%
11,360
PLBY icon
279
Playboy Inc
PLBY
$207M
$38.4K 0.01%
23,705
-4,538
INVZ icon
280
Innoviz Technologies
INVZ
$228M
$25.3K ﹤0.01%
15,400
+2,100
DGS icon
281
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.67B
– –
-25,164
ADBE icon
282
Adobe
ADBE
$124B
– –
-546
ARKF icon
283
ARK Blockchain & Fintech Innovation ETF
ARKF
$1.09B
– –
-12,175
ARKW icon
284
ARK Web x.0 ETF
ARKW
$2.1B
– –
-2,638
DON icon
285
WisdomTree US MidCap Dividend Fund
DON
$3.86B
– –
-5,643
EMSF icon
286
Matthews Emerging Markets Sustainable Future Active ETF
EMSF
$33.4M
– –
-8,686
EPS icon
287
WisdomTree US LargeCap Fund
EPS
$1.39B
– –
-7,157
FINX icon
288
Global X FinTech ETF
FINX
$247M
– –
-14,387
HYG icon
289
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$19.2B
– –
-2,558
MMM icon
290
3M
MMM
$89.1B
– –
-1,458
MOAT icon
291
VanEck Morningstar Wide Moat ETF
MOAT
$13.3B
– –
-2,486
NBCC
292
DELISTED
Neuberger Berman Next Generation Connected Consumer ETF
NBCC
– –
-10,645
NOBL icon
293
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
– –
-3,306
NUGT icon
294
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
$1.36B
– –
-4,484
PFE icon
295
Pfizer
PFE
$146B
– –
-8,477
SAN icon
296
Banco Santander
SAN
$180B
– –
-10,863
SPIP icon
297
State Street SPDR Portfolio TIPS ETF
SPIP
$969M
– –
-8,872
TMO icon
298
Thermo Fisher Scientific
TMO
$232B
– –
-454
USMF icon
299
WisdomTree US Multifactor Fund
USMF
$395M
– –
-95,536
WIMI
300
WiMi Hologram Cloud
WIMI
$36.4M
– –
-2,080
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