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
IJH icon
26
iShares Core S&P Mid-Cap ETF
IJH
$111B
$4.21M 0.64%
63,850
+12,652
LCOW
27
Pacer S&P 500 Quality FCF Aristocrats ETF
LCOW
$17.1M
$4.12M 0.62%
172,278
+6,479
AMD icon
28
Advanced Micro Devices
AMD
$311B
$4.12M 0.62%
19,243
+70
BRK.B icon
29
Berkshire Hathaway Class B
BRK.B
$1.04T
$4.09M 0.62%
8,142
-57
IGLD icon
30
FT Vest Gold Strategy Target Income ETF
IGLD
$615M
$4.07M 0.62%
162,555
+14,354
GLD icon
31
SPDR Gold Trust
GLD
$180B
$3.92M 0.59%
9,879
+1,134
XSOE icon
32
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.88B
$3.89M 0.59%
99,595
-743
VGT icon
33
Vanguard Information Technology ETF
VGT
$109B
$3.85M 0.58%
5,102
-64
HYTI
34
FT Vest High Yield & Target Income ETF
HYTI
$65.8M
$3.78M 0.57%
190,811
+32,102
VTV icon
35
Vanguard Value ETF
VTV
$169B
$3.64M 0.55%
19,070
SPYM
36
State Street SPDR Portfolio S&P 500 ETF
SPYM
$106B
$3.35M 0.51%
41,710
+10,540
EES icon
37
WisdomTree US SmallCap Earnings Fund
EES
$660M
$3.09M 0.47%
54,192
+13,951
GCOW icon
38
Pacer Global Cash Cows Dividend ETF
GCOW
$3.19B
$3.08M 0.47%
74,732
+2,953
ICOW icon
39
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.66B
$3.06M 0.46%
79,058
+136
COST icon
40
Costco
COST
$447B
$2.8M 0.42%
3,249
-131
TLH icon
41
iShares 10-20 Year Treasury Bond ETF
TLH
$12.6B
$2.69M 0.41%
26,506
-2,271
TSLA icon
42
Tesla
TSLA
$1.47T
$2.54M 0.38%
5,647
-262
SIGI icon
43
Selective Insurance
SIGI
$5.04B
$2.49M 0.38%
29,805
DFII
44
FT Vest Bitcoin Strategy & Target Income ETF
DFII
$16M
$2.4M 0.36%
134,364
+16,164
VOT icon
45
Vanguard Mid-Cap Growth ETF
VOT
$17.7B
$2.34M 0.35%
8,380
-101
BX icon
46
Blackstone
BX
$86.9B
$2.29M 0.35%
14,841
+233
NFLX icon
47
Netflix
NFLX
$413B
$2.26M 0.34%
24,154
-2,906
WFC icon
48
Wells Fargo
WFC
$255B
$2.26M 0.34%
24,259
+148
FTSM icon
49
First Trust Enhanced Short Maturity ETF
FTSM
$6.37B
$2.26M 0.34%
37,650
-7,333
VBK icon
50
Vanguard Small-Cap Growth ETF
VBK
$21.1B
$2.23M 0.34%
7,370
-10
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