IA

Insight Advisors Portfolio holdings

AUM $620M
This Quarter Return
+8.23%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$620M
AUM Growth
+$620M
Cap. Flow
+$11.8M
Cap. Flow %
1.9%
Top 10 Hldgs %
52.95%
Holding
300
New
25
Increased
100
Reduced
129
Closed
20

Top Buys

1
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
$7.19M
2
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
$4.12M
3
LCOW
Pacer S&P 500 Quality FCF Aristocrats ETF
LCOW
$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
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$5.63M
2
USMF icon
WisdomTree US Multifactor Fund
USMF
$4.74M
3
NVDA icon
NVIDIA
NVDA
$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 Shares
Change % 		Capital Flow
DXJ icon
26
WisdomTree Japan Hedged Equity Fund
DXJ
$3.72B
$3.9M 0.63%
34,166
+12,872
+60% +$1.47M
NFLX icon
27
Netflix
NFLX
$509B
$3.65M 0.58%
2,723
+143
+6% +$191K
XSOE icon
28
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.93B
$3.45M 0.55%
100,150
+3,504
+4% +$121K
LCOW
29
Pacer S&P 500 Quality FCF Aristocrats ETF
LCOW
$14M
$3.45M 0.55%
+158,430
New +$3.45M
VGT icon
30
Vanguard Information Technology ETF
VGT
$97.3B
$3.4M 0.55%
5,130
+37
+0.7% +$24.5K
VTV icon
31
Vanguard Value ETF
VTV
$143B
$3.39M 0.54%
19,169
-51
-0.3% -$9.01K
GOOG icon
32
Alphabet (Google) Class C
GOOG
$2.51T
$3.37M 0.54%
18,973
+205
+1% +$36.4K
COST icon
33
Costco
COST
$416B
$3.31M 0.53%
3,340
-31
-0.9% -$30.7K
IJH icon
34
iShares Core S&P Mid-Cap ETF
IJH
$98.8B
$3.17M 0.51%
51,146
+1,822
+4% +$113K
IGLD icon
35
FT Vest Gold Strategy Target Income ETF
IGLD
$259M
$3.08M 0.49%
141,656
+941
+0.7% +$20.4K
TLH icon
36
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
$2.9M 0.46%
28,507
+2,550
+10% +$259K
ICOW icon
37
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.23B
$2.68M 0.43%
78,773
-13,694
-15% -$466K
FSIG icon
38
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.32B
$2.65M 0.43%
138,739
+2,951
+2% +$56.4K
GLD icon
39
SPDR Gold Trust
GLD
$109B
$2.64M 0.42%
8,650
+6,259
+262% +$1.91M
GCOW icon
40
Pacer Global Cash Cows Dividend ETF
GCOW
$2.48B
$2.61M 0.42%
+68,631
New +$2.61M
AMD icon
41
Advanced Micro Devices
AMD
$259B
$2.59M 0.41%
18,239
+1,033
+6% +$147K
SIGI icon
42
Selective Insurance
SIGI
$4.74B
$2.58M 0.41%
29,805
– –
VOT icon
43
Vanguard Mid-Cap Growth ETF
VOT
$17.4B
$2.41M 0.39%
8,481
-39
-0.5% -$11.1K
BX icon
44
Blackstone
BX
$131B
$2.19M 0.35%
14,628
-134
-0.9% -$20K
META icon
45
Meta Platforms (Facebook)
META
$1.82T
$2.18M 0.35%
2,949
-791
-21% -$584K
IVE icon
46
iShares S&P 500 Value ETF
IVE
$40.7B
$2.12M 0.34%
10,831
+8,171
+307% +$1.6M
TSLA icon
47
Tesla
TSLA
$1.06T
$2.07M 0.33%
6,520
-338
-5% -$107K
VBK icon
48
Vanguard Small-Cap Growth ETF
VBK
$19.8B
$2.06M 0.33%
7,453
– –
EPI icon
49
WisdomTree India Earnings Fund ETF
EPI
$2.88B
$2.06M 0.33%
43,463
+24,298
+127% +$1.15M
EES icon
50
WisdomTree US SmallCap Earnings Fund
EES
$627M
$2.04M 0.33%
40,118
+1,765
+5% +$89.9K
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