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
$525M
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.42M
3
+$2.3M
4
TROW icon
T. Rowe Price
TROW
+$1.58M
5
YELP icon
Yelp
YELP
+$1.43M

Top Sells

1
+$15.2M
2
+$15.2M
3
+$8.09M
4
WTV icon
WisdomTree US Value Fund
WTV
+$8.08M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$7.99M

Sector Composition

1 Technology 13.73%
2 Communication Services 3.51%
3 Financials 3.37%
4 Consumer Discretionary 2.71%
5 Healthcare 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LQTI
26
FT Vest Investment Grade & Target Income ETF
LQTI
$283M
$2.66M 0.51%
135,888
+32,177
INTC icon
27
Intel
INTC
$542B
$2.51M 0.48%
56,979
+24
JNJ icon
28
Johnson & Johnson
JNJ
$537B
$2.43M 0.46%
9,948
-99
MRK icon
29
Merck
MRK
$286B
$2.42M 0.46%
20,086
-238
DFII
30
FT Vest Bitcoin Strategy & Target Income ETF
DFII
$18.3M
$2.41M 0.46%
181,464
+47,100
NFLX icon
31
Netflix
NFLX
$351B
$2.37M 0.45%
24,639
+485
SIGI icon
32
Selective Insurance
SIGI
$5.15B
$2.25M 0.43%
29,805
VBK icon
33
Vanguard Small-Cap Growth ETF
VBK
$23.9B
$2.22M 0.42%
7,351
-19
VOT icon
34
Vanguard Mid-Cap Growth ETF
VOT
$19.6B
$2.08M 0.4%
8,080
-300
META icon
35
Meta Platforms (Facebook)
META
$1.52T
$1.96M 0.37%
3,431
+479
WFC icon
36
Wells Fargo
WFC
$243B
$1.94M 0.37%
24,377
+118
FTSM icon
37
First Trust Enhanced Short Maturity ETF
FTSM
$6.42B
$1.9M 0.36%
31,814
-5,836
TSLA icon
38
Tesla
TSLA
$1.59T
$1.85M 0.35%
4,965
-682
WMT icon
39
Walmart Inc
WMT
$901B
$1.81M 0.34%
14,568
+57
VOE icon
40
Vanguard Mid-Cap Value ETF
VOE
$22.7B
$1.8M 0.34%
9,785
-91
SPIB icon
41
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.6B
$1.73M 0.33%
51,715
+435
JMST icon
42
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.36B
$1.65M 0.31%
32,443
-115,161
PHYS icon
43
Sprott Physical Gold
PHYS
$16.2B
$1.61M 0.31%
45,514
-3,370
FSIG icon
44
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.54B
$1.61M 0.31%
85,001
-347
PLTR icon
45
Palantir
PLTR
$365B
$1.61M 0.31%
10,993
+541
IVW icon
46
iShares S&P 500 Growth ETF
IVW
$76.9B
$1.55M 0.3%
13,744
-77
PANW icon
47
Palo Alto Networks
PANW
$241B
$1.55M 0.3%
9,673
-253
PAVE icon
48
Global X US Infrastructure Development ETF
PAVE
$13.7B
$1.53M 0.29%
30,081
+412
AGZ icon
49
iShares Agency Bond ETF
AGZ
$550M
$1.51M 0.29%
13,718
+276
TROW icon
50
T. Rowe Price
TROW
$22.4B
$1.47M 0.28%
+16,352
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