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
$653M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.77M
3
+$761K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$575K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$409K

Top Sells

1
+$3.44M
2
+$2.09M
3
+$1.21M
4
AAPL icon
Apple
AAPL
+$828K
5
FSIG icon
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
+$641K

Sector Composition

1 Technology 12.71%
2 Financials 3.17%
3 Consumer Discretionary 2.98%
4 Communication Services 2.74%
5 Consumer Staples 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
26
Berkshire Hathaway Class B
BRK.B
$1.09T
$4.12M 0.63%
8,199
+13
VGT icon
27
Vanguard Information Technology ETF
VGT
$114B
$3.87M 0.59%
5,166
+36
LCOW
28
Pacer S&P 500 Quality FCF Aristocrats ETF
LCOW
$16.1M
$3.86M 0.59%
165,799
+7,369
XSOE icon
29
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.85B
$3.81M 0.58%
100,338
+188
VTV icon
30
Vanguard Value ETF
VTV
$152B
$3.56M 0.54%
19,070
-99
IGLD icon
31
FT Vest Gold Strategy Target Income ETF
IGLD
$433M
$3.55M 0.54%
148,201
+6,545
IJH icon
32
iShares Core S&P Mid-Cap ETF
IJH
$101B
$3.34M 0.51%
51,198
+52
NFLX icon
33
Netflix
NFLX
$463B
$3.24M 0.5%
27,060
-170
HYTI
34
FT Vest High Yield & Target Income ETF
HYTI
$43.3M
$3.17M 0.48%
158,709
+127,089
COST icon
35
Costco
COST
$409B
$3.14M 0.48%
3,380
+40
GLD icon
36
SPDR Gold Trust
GLD
$141B
$3.11M 0.47%
8,745
+95
AMD icon
37
Advanced Micro Devices
AMD
$350B
$3.1M 0.47%
19,173
+934
TLH icon
38
iShares 10-20 Year Treasury Bond ETF
TLH
$12.5B
$2.96M 0.45%
28,777
+270
ICOW icon
39
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.4B
$2.87M 0.44%
78,922
+149
DFII
40
FT Vest Bitcoin Strategy & Target Income ETF
DFII
$16.5M
$2.85M 0.44%
118,200
+73,403
GCOW icon
41
Pacer Global Cash Cows Dividend ETF
GCOW
$2.61B
$2.84M 0.43%
71,779
+3,148
FTSM icon
42
First Trust Enhanced Short Maturity ETF
FTSM
$6.25B
$2.7M 0.41%
44,983
-34,880
TSLA icon
43
Tesla
TSLA
$1.43T
$2.63M 0.4%
5,909
-611
BX icon
44
Blackstone
BX
$113B
$2.5M 0.38%
14,608
-20
VOT icon
45
Vanguard Mid-Cap Growth ETF
VOT
$17.8B
$2.49M 0.38%
8,481
SPYM
46
State Street SPDR Portfolio S&P 500 ETF
SPYM
$96.9B
$2.44M 0.37%
31,170
+7,336
SIGI icon
47
Selective Insurance
SIGI
$4.75B
$2.42M 0.37%
29,805
EES icon
48
WisdomTree US SmallCap Earnings Fund
EES
$628M
$2.25M 0.34%
40,241
+123
META icon
49
Meta Platforms (Facebook)
META
$1.63T
$2.24M 0.34%
3,052
+103
IVE icon
50
iShares S&P 500 Value ETF
IVE
$47.2B
$2.22M 0.34%
10,761
-70
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