IA

Insight Advisors Portfolio holdings

AUM $620M
This Quarter Return
+5.13%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$316M
AUM Growth
+$316M
Cap. Flow
+$35M
Cap. Flow %
11.09%
Top 10 Hldgs %
21.43%
Holding
350
New
79
Increased
129
Reduced
94
Closed
22

Top Buys

1
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.44M
2
AAPL icon
Apple
AAPL
$2.09M
3
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
$1.23M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
$880K
5
F icon
Ford
F
$875K

Top Sells

1
AMZN icon
Amazon
AMZN
$2.73M
2
FAD icon
First Trust Multi Cap Growth AlphaDEX Fund
FAD
$1.66M
3
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.3M
4
DKNG icon
DraftKings
DKNG
$995K
5
NVDA icon
NVIDIA
NVDA
$785K

Sector Composition

1 Technology 13.62%
2 Consumer Discretionary 9.26%
3 Financials 7.5%
4 Communication Services 6.02%
5 Healthcare 4.38%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
IHDG icon
26
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.32B
$2.57M 0.81%
60,376
-2,027
-3% -$86.3K
KEMQ icon
27
KraneShares Emerging Markets Consumer Technology Index ETF
KEMQ
$26M
$2.54M 0.8%
76,828
+4,526
+6% +$150K
FVD icon
28
First Trust Value Line Dividend Fund
FVD
$9.18B
$2.4M 0.76%
60,840
+10,925
+22% +$431K
VOT icon
29
Vanguard Mid-Cap Growth ETF
VOT
$17.6B
$2.39M 0.76%
10,594
-10
-0.1% -$2.25K
XSOE icon
30
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.94B
$2.38M 0.75%
57,846
+5,562
+11% +$229K
PSCH icon
31
Invesco S&P SmallCap Health Care ETF
PSCH
$145M
$2.37M 0.75%
12,690
+651
+5% +$122K
JNJ icon
32
Johnson & Johnson
JNJ
$427B
$2.28M 0.72%
13,998
+2,171
+18% +$354K
VBK icon
33
Vanguard Small-Cap Growth ETF
VBK
$20.1B
$2.27M 0.72%
7,956
-71
-0.9% -$20.2K
SPIP icon
34
SPDR Portfolio TIPS ETF
SPIP
$965M
$2.18M 0.69%
70,501
+4,910
+7% +$152K
JPST icon
35
JPMorgan Ultra-Short Income ETF
JPST
$33.1B
$2.11M 0.67%
41,524
+5,640
+16% +$286K
IHI icon
36
iShares US Medical Devices ETF
IHI
$4.33B
$2.05M 0.65%
5,773
-235
-4% -$83.3K
SPY icon
37
SPDR S&P 500 ETF Trust
SPY
$658B
$2.02M 0.64%
4,842
+238
+5% +$99.3K
SMDV icon
38
ProShares Russell 2000 Dividend Growers ETF
SMDV
$671M
$1.96M 0.62%
29,570
+5,238
+22% +$347K
AGGY icon
39
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$809M
$1.93M 0.61%
37,382
+3,633
+11% +$188K
MTUM icon
40
iShares MSCI USA Momentum Factor ETF
MTUM
$18.1B
$1.92M 0.61%
11,168
-707
-6% -$122K
FTSM icon
41
First Trust Enhanced Short Maturity ETF
FTSM
$6.16B
$1.89M 0.6%
31,567
+5,274
+20% +$316K
FSR
42
DELISTED
Fisker Inc.
FSR
$1.88M 0.6%
143,480
+4,300
+3% +$56.4K
GOVT icon
43
iShares US Treasury Bond ETF
GOVT
$27.9B
$1.84M 0.58%
69,848
+7,392
+12% +$195K
PG icon
44
Procter & Gamble
PG
$368B
$1.71M 0.54%
12,760
+1,831
+17% +$245K
SPIB icon
45
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
$1.65M 0.52%
45,302
+4,192
+10% +$153K
FPE icon
46
First Trust Preferred Securities and Income ETF
FPE
$6.1B
$1.63M 0.52%
80,331
-6,162
-7% -$125K
XMMO icon
47
Invesco S&P MidCap Momentum ETF
XMMO
$4.28B
$1.61M 0.51%
18,751
+23
+0.1% +$1.97K
FTSL icon
48
First Trust Senior Loan Fund ETF
FTSL
$2.4B
$1.6M 0.51%
33,376
+25,729
+336% +$1.23M
ROKU icon
49
Roku
ROKU
$14.2B
$1.59M 0.5%
4,637
-66
-1% -$22.6K
BRK.B icon
50
Berkshire Hathaway Class B
BRK.B
$1.09T
$1.55M 0.49%
5,612
+884
+19% +$244K
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