IA

Insight Advisors Portfolio holdings

AUM $620M
This Quarter Return
+8.66%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$339M
AUM Growth
+$339M
Cap. Flow
+$9.5M
Cap. Flow %
2.8%
Top 10 Hldgs %
24.07%
Holding
334
New
21
Increased
116
Reduced
129
Closed
21

Top Buys

1
QQQ icon
Invesco QQQ Trust
QQQ
$5.29M
2
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
$2.58M
3
PYPL icon
PayPal
PYPL
$1.6M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
$1.36M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.07M

Top Sells

1
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
$1.36M
2
KEMQ icon
KraneShares Emerging Markets Consumer Technology Index ETF
KEMQ
$1.35M
3
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
$1.11M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
$1.11M
5
NVDA icon
NVIDIA
NVDA
$1.03M

Sector Composition

1 Technology 16.01%
2 Consumer Discretionary 9.25%
3 Financials 7.11%
4 Communication Services 5.68%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SPIP icon
26
SPDR Portfolio TIPS ETF
SPIP
$962M
$2.59M 0.76%
82,125
+154
+0.2% +$4.85K
PSCH icon
27
Invesco S&P SmallCap Health Care ETF
PSCH
$145M
$2.58M 0.76%
+43,044
New +$2.58M
ARKG icon
28
ARK Genomic Revolution ETF
ARKG
$1.05B
$2.48M 0.73%
40,523
-4,682
-10% -$287K
META icon
29
Meta Platforms (Facebook)
META
$1.85T
$2.48M 0.73%
7,380
-325
-4% -$109K
VOT icon
30
Vanguard Mid-Cap Growth ETF
VOT
$17.5B
$2.47M 0.73%
9,693
-380
-4% -$96.8K
FTLS icon
31
First Trust Long/Short Equity ETF
FTLS
$1.96B
$2.44M 0.72%
46,753
+2,638
+6% +$138K
SPY icon
32
SPDR S&P 500 ETF Trust
SPY
$656B
$2.44M 0.72%
5,129
+414
+9% +$197K
XSOE icon
33
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.95B
$2.4M 0.71%
65,122
+2,198
+3% +$81K
BX icon
34
Blackstone
BX
$131B
$2.35M 0.69%
18,160
+1,486
+9% +$192K
DJP icon
35
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$586M
$2.35M 0.69%
81,855
+5,036
+7% +$145K
USMF icon
36
WisdomTree US Multifactor Fund
USMF
$403M
$2.34M 0.69%
55,734
+20,647
+59% +$866K
ARKK icon
37
ARK Innovation ETF
ARKK
$7.43B
$2.27M 0.67%
23,971
-4,379
-15% -$414K
AGGY icon
38
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$810M
$2.26M 0.67%
43,738
-934
-2% -$48.3K
VBK icon
39
Vanguard Small-Cap Growth ETF
VBK
$20B
$2.2M 0.65%
7,797
+72
+0.9% +$20.3K
BUG icon
40
Global X Cybersecurity ETF
BUG
$1.11B
$2.03M 0.6%
63,999
+23,269
+57% +$739K
WCLD icon
41
WisdomTree Cloud Computing Fund
WCLD
$335M
$1.99M 0.59%
38,344
+13,874
+57% +$720K
ROKU icon
42
Roku
ROKU
$14.5B
$1.93M 0.57%
8,459
-4,397
-34% -$1M
HERO icon
43
Global X Video Games & Esports ETF
HERO
$155M
$1.93M 0.57%
68,283
+18,806
+38% +$531K
F icon
44
Ford
F
$46.2B
$1.9M 0.56%
91,539
+8,103
+10% +$168K
SPIB icon
45
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
$1.88M 0.56%
52,092
+26
+0% +$940
JNJ icon
46
Johnson & Johnson
JNJ
$429B
$1.88M 0.55%
10,993
+265
+2% +$45.3K
PLAT
47
DELISTED
WisdomTree Growth Leaders Fund
PLAT
$1.86M 0.55%
42,383
+11,375
+37% +$500K
VOOG icon
48
Vanguard S&P 500 Growth ETF
VOOG
$19.2B
$1.86M 0.55%
6,152
-4,503
-42% -$1.36M
PG icon
49
Procter & Gamble
PG
$370B
$1.72M 0.51%
10,507
-153
-1% -$25K
ARKF icon
50
ARK Fintech Innovation ETF
ARKF
$1.33B
$1.71M 0.5%
41,752
+16,061
+63% +$656K
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