IA

Insight Advisors Portfolio holdings

AUM $620M
This Quarter Return
-1.91%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$437M
AUM Growth
+$437M
Cap. Flow
-$55.8K
Cap. Flow %
-0.01%
Top 10 Hldgs %
52.04%
Holding
293
New
9
Increased
99
Reduced
129
Closed
18

Top Buys

1
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
$3.74M
2
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.1M
3
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
$2.28M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
$1.54M
5
AVGO icon
Broadcom
AVGO
$1.16M

Top Sells

1
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$2.56M
2
FVD icon
First Trust Value Line Dividend Fund
FVD
$2.56M
3
SMDV icon
ProShares Russell 2000 Dividend Growers ETF
SMDV
$2.46M
4
C icon
Citigroup
C
$1.59M
5
GAPR icon
FT Vest US Equity Moderate Buffer ETF April
GAPR
$717K

Sector Composition

1 Technology 9.83%
2 Consumer Discretionary 4.24%
3 Financials 3.15%
4 Healthcare 2.09%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
FSIG icon
26
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.32B
$2.4M 0.55%
130,717
-14,905
-10% -$274K
AVGO icon
27
Broadcom
AVGO
$1.42T
$2.38M 0.54%
28,690
+14,020
+96% +$1.16M
QQQ icon
28
Invesco QQQ Trust
QQQ
$364B
$2.38M 0.54%
6,646
+467
+8% +$167K
DLS icon
29
WisdomTree International SmallCap Dividend Fund
DLS
$1.02B
$2.31M 0.53%
40,211
+886
+2% +$50.9K
DJP icon
30
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$586M
$2.09M 0.48%
65,125
-17,612
-21% -$566K
MRK icon
31
Merck
MRK
$210B
$2.08M 0.47%
20,170
-11
-0.1% -$1.13K
FVD icon
32
First Trust Value Line Dividend Fund
FVD
$9.1B
$2.03M 0.46%
54,160
-68,464
-56% -$2.56M
CWH icon
33
Camping World
CWH
$1.08B
$2.02M 0.46%
98,829
-8,722
-8% -$178K
SPDW icon
34
SPDR Portfolio Developed World ex-US ETF
SPDW
$28.9B
$1.97M 0.45%
63,386
-2,953
-4% -$91.6K
XSOE icon
35
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.95B
$1.92M 0.44%
72,076
+3,803
+6% +$101K
JNJ icon
36
Johnson & Johnson
JNJ
$429B
$1.92M 0.44%
12,334
+420
+4% +$65.4K
INTC icon
37
Intel
INTC
$105B
$1.9M 0.43%
53,500
+10
+0% +$356
AMD icon
38
Advanced Micro Devices
AMD
$263B
$1.81M 0.41%
17,563
+94
+0.5% +$9.67K
SMAY icon
39
FT Vest US Small Cap Moderate Buffer ETF May
SMAY
$99.8M
$1.76M 0.4%
86,570
+56,921
+192% +$1.16M
BX icon
40
Blackstone
BX
$131B
$1.73M 0.39%
16,108
-660
-4% -$70.7K
DGS icon
41
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.63B
$1.7M 0.39%
36,745
+2,053
+6% +$95K
VOT icon
42
Vanguard Mid-Cap Growth ETF
VOT
$17.5B
$1.66M 0.38%
8,549
-59
-0.7% -$11.5K
REGL icon
43
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.85B
$1.65M 0.38%
24,748
-38,376
-61% -$2.56M
VGT icon
44
Vanguard Information Technology ETF
VGT
$99.1B
$1.62M 0.37%
3,896
+80
+2% +$33.2K
SMDV icon
45
ProShares Russell 2000 Dividend Growers ETF
SMDV
$664M
$1.54M 0.35%
27,219
-43,456
-61% -$2.46M
COST icon
46
Costco
COST
$421B
$1.54M 0.35%
2,721
-76
-3% -$42.9K
VIGI icon
47
Vanguard International Dividend Appreciation ETF
VIGI
$8.4B
$1.54M 0.35%
+21,547
New +$1.54M
BUG icon
48
Global X Cybersecurity ETF
BUG
$1.11B
$1.48M 0.34%
61,097
+2,835
+5% +$68.9K
VBK icon
49
Vanguard Small-Cap Growth ETF
VBK
$20B
$1.46M 0.33%
6,806
– –
PG icon
50
Procter & Gamble
PG
$370B
$1.42M 0.33%
9,751
-702
-7% -$102K
1
2
3 4 5