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Insight Advisors Portfolio holdings

AUM $525M
1-Year Est. Return 15.94%
This Fund
S&P 500
This Quarter Est. Return
+13.62%
1 Year Est. Return
+15.94%
3 Year Est. Return
+51.71%
5 Year Est. Return
+54.13%
10 Year Est. Return
–
AUM
$264M
AUM Growth
–
Cap. Flow
+$250M
Cap. Flow %
94.4%
Top 10 Hldgs %
24.63%
Holding
271
New
271
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$14.5M
2
AMZN icon
Amazon
AMZN
+$12.5M
3
NFLX icon
Netflix
NFLX
+$4.81M
4
PYPL icon
PayPal
PYPL
+$4.67M
5
VUG icon
Vanguard Growth ETF
VUG
+$4.53M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 14.15%
2 Consumer Discretionary 10.74%
3 Financials 6.6%
4 Communication Services 6.49%
5 Healthcare 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VBK icon
26
Vanguard Small-Cap Growth ETF
VBK
$23.4B
$2.15M 0.81%
+8,027
New +$1.94M
XSOE icon
27
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.05B
$2.07M 0.78%
+52,284
New +$1.92M
PSCH icon
28
Invesco S&P SmallCap Health Care ETF
PSCH
$164M
$2.04M 0.77%
+36,117
New +$1.8M
SPIP icon
29
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$2.04M 0.77%
+65,591
New +$2.02M
FSR
30
DELISTED
Fisker Inc.
FSR
$2.04M 0.77%
+139,180
New +$2.05M
NOBL icon
31
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
$2.03M 0.77%
+50,910
New +$1.96M
IHI icon
32
iShares US Medical Devices ETF
IHI
$3.03B
$1.97M 0.74%
+36,048
New +$1.88M
MTUM icon
33
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
$1.92M 0.72%
+11,875
New +$1.82M
HYLS icon
34
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.63B
$1.88M 0.71%
+38,648
New +$1.86M
JNJ icon
35
Johnson & Johnson
JNJ
$606B
$1.86M 0.7%
+11,827
New +$1.75M
JPST icon
36
JPMorgan Ultra-Short Income ETF
JPST
$40B
$1.82M 0.69%
+35,884
New +$1.82M
AGGY icon
37
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$932M
$1.81M 0.69%
+33,749
New +$1.81M
HD icon
38
Home Depot
HD
$334B
$1.79M 0.68%
+6,744
New +$1.85M
MRK icon
39
Merck
MRK
$313B
$1.79M 0.68%
+22,913
New +$1.75M
FVD icon
40
First Trust Value Line Dividend Fund
FVD
$8.22B
$1.75M 0.66%
+49,915
New +$1.69M
FPE icon
41
First Trust Preferred Securities and Income ETF
FPE
$6.38B
$1.75M 0.66%
+86,493
New +$1.71M
SPY icon
42
State Street SPDR S&P 500 ETF Trust
SPY
$784B
$1.72M 0.65%
+4,604
New +$1.63M
GOVT icon
43
iShares US Treasury Bond ETF
GOVT
$43.8B
$1.7M 0.64%
+62,456
New +$1.72M
FAD icon
44
First Trust Multi Cap Growth AlphaDEX Fund
FAD
$565M
$1.66M 0.63%
+16,012
New +$1.52M
FTSM icon
45
First Trust Enhanced Short Maturity ETF
FTSM
$6.51B
$1.58M 0.6%
+26,293
New +$1.58M
ROKU icon
46
Roku
ROKU
$21.5B
$1.56M 0.59%
+4,703
New +$1.23M
SPIB icon
47
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.6B
$1.53M 0.58%
+41,110
New +$1.52M
PG icon
48
Procter & Gamble
PG
$348B
$1.52M 0.58%
+10,929
New +$1.53M
SPLB icon
49
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.2B
$1.52M 0.57%
+45,804
New +$1.48M
VZ icon
50
Verizon
VZ
$182B
$1.5M 0.57%
+25,545
New +$1.52M
1
2
3 4 5

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CAM
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DSC
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VU
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Insight Advisors's Q4 2020 Portfolio in Review

Q4 2020 is the first quarter with a 13F filing on record for Insight Advisors, which disclosed 271 positions worth $264M. Its ten largest holdings account for 25% of the portfolio.

Its largest position is Apple: 120,908 shares worth $16M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, followed by Consumer Discretionary and Financials.

  • Insight Advisors's largest Q4 2020 buy was Apple: 120,908 shares worth $16M.
  • Insight Advisors's ten largest holdings make up 25% of its $264M portfolio in Q4 2020.
  • Insight Advisors disclosed 271 positions in Q4 2020, its first 13F filing on record.

Based on Insight Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.