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
$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
$101M
$117K 0.02%
10,000
EXG icon
277
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.91B
$110K 0.02%
11,500
ETJ
278
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$565M
$105K 0.02%
11,871
+257
CODI icon
279
Compass Diversified
CODI
$893M
$82.2K 0.01%
17,116
+2
TOKE
280
DELISTED
Cambria Cannabis ETF
TOKE
$73.9K 0.01%
+12,000
ACP
281
abrdn Income Credit Strategies Fund
ACP
$674M
$61.5K 0.01%
11,360
INVZ icon
282
Innoviz Technologies
INVZ
$197M
$13K ﹤0.01%
15,206
-194
VST icon
283
Vistra
VST
$48.1B
– –
-1,069
PCIG icon
284
Polen Capital International Growth ETF
PCIG
$26.3M
– –
-13,026
OKLO
285
Oklo
OKLO
$12.1B
– –
-2,103
FCTE
286
SMI 3Fourteen Full-Cycle Trend ETF
FCTE
$225M
– –
-8,171
T icon
287
AT&T
T
$172B
– –
-8,188
RACE icon
288
Ferrari
RACE
$58.7B
– –
-425
PFE icon
289
Pfizer
PFE
$148B
– –
-8,219
OXY icon
290
Occidental Petroleum
OXY
$55.9B
– –
-5,034
MSTR icon
291
Strategy Inc
MSTR
$62.4B
– –
-970
MRVL icon
292
Marvell Technology
MRVL
$156B
– –
-2,488
GNOM icon
293
Global X Genomics & Biotechnology ETF
GNOM
$58.4M
– –
-14,913
DXJ icon
294
WisdomTree Japan Hedged Equity Fund
DXJ
$6.7B
– –
-34,307
DIVO icon
295
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6.95B
– –
-5,189
CMG icon
296
Chipotle Mexican Grill
CMG
$41.2B
– –
-5,843
CI icon
297
Cigna
CI
$79.5B
– –
-694
BSV icon
298
Vanguard Short-Term Bond ETF
BSV
$44.5B
– –
-3,309
GLXY
299
Galaxy Digital Inc
GLXY
$5.9B
– –
-8,382
NBIS
300
Nebius Group N.V.
NBIS
$52.6B
– –
-2,048
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