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
$620M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$4.12M
3
+$3.45M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.42M
5
WTV icon
WisdomTree US Value Fund
WTV
+$3.42M

Top Sells

1
+$5.63M
2
+$4.74M
3
+$4.64M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.99M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.45M

Sector Composition

1 Technology 11.6%
2 Financials 3.2%
3 Consumer Discretionary 2.99%
4 Communication Services 2.43%
5 Consumer Staples 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DXJ icon
26
WisdomTree Japan Hedged Equity Fund
DXJ
$5.56B
$3.9M 0.63%
34,166
+12,872
NFLX icon
27
Netflix
NFLX
$373B
$3.65M 0.58%
27,230
+1,430
XSOE icon
28
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.88B
$3.45M 0.55%
100,150
+3,504
LCOW
29
Pacer S&P 500 Quality FCF Aristocrats ETF
LCOW
$16.8M
$3.45M 0.55%
+158,430
VGT icon
30
Vanguard Information Technology ETF
VGT
$114B
$3.4M 0.55%
5,130
+37
VTV icon
31
Vanguard Value ETF
VTV
$164B
$3.39M 0.54%
19,169
-51
GOOG icon
32
Alphabet (Google) Class C
GOOG
$3.99T
$3.37M 0.54%
18,973
+205
COST icon
33
Costco
COST
$428B
$3.31M 0.53%
3,340
-31
IJH icon
34
iShares Core S&P Mid-Cap ETF
IJH
$109B
$3.17M 0.51%
51,146
+1,822
IGLD icon
35
FT Vest Gold Strategy Target Income ETF
IGLD
$498M
$3.08M 0.49%
141,656
+941
TLH icon
36
iShares 10-20 Year Treasury Bond ETF
TLH
$12.5B
$2.9M 0.46%
28,507
+2,550
ICOW icon
37
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.47B
$2.68M 0.43%
78,773
-13,694
FSIG icon
38
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.44B
$2.65M 0.43%
138,739
+2,951
GLD icon
39
SPDR Gold Trust
GLD
$157B
$2.64M 0.42%
8,650
+6,259
GCOW icon
40
Pacer Global Cash Cows Dividend ETF
GCOW
$2.71B
$2.61M 0.42%
+68,631
AMD icon
41
Advanced Micro Devices
AMD
$377B
$2.59M 0.41%
18,239
+1,033
SIGI icon
42
Selective Insurance
SIGI
$4.95B
$2.58M 0.41%
29,805
VOT icon
43
Vanguard Mid-Cap Growth ETF
VOT
$18.3B
$2.41M 0.39%
8,481
-39
BX icon
44
Blackstone
BX
$126B
$2.19M 0.35%
14,628
-134
META icon
45
Meta Platforms (Facebook)
META
$1.56T
$2.18M 0.35%
2,949
-791
IVE icon
46
iShares S&P 500 Value ETF
IVE
$49.3B
$2.12M 0.34%
10,831
+8,171
TSLA icon
47
Tesla
TSLA
$1.46T
$2.07M 0.33%
6,520
-338
VBK icon
48
Vanguard Small-Cap Growth ETF
VBK
$22.2B
$2.06M 0.33%
7,453
EPI icon
49
WisdomTree India Earnings Fund ETF
EPI
$2.7B
$2.06M 0.33%
43,463
+24,298
EES icon
50
WisdomTree US SmallCap Earnings Fund
EES
$659M
$2.04M 0.33%
40,118
+1,765
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