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
$653M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.77M
3
+$761K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$575K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$409K

Top Sells

1
+$3.44M
2
+$2.09M
3
+$1.21M
4
AAPL icon
Apple
AAPL
+$828K
5
FSIG icon
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
+$641K

Sector Composition

1 Technology 12.71%
2 Financials 3.17%
3 Consumer Discretionary 2.98%
4 Communication Services 2.74%
5 Consumer Staples 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VBK icon
51
Vanguard Small-Cap Growth ETF
VBK
$20.6B
$2.2M 0.34%
7,380
-73
FSIG icon
52
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.42B
$2.02M 0.31%
105,361
-33,378
PANW icon
53
Palo Alto Networks
PANW
$132B
$2.02M 0.31%
9,931
+98
WFC icon
54
Wells Fargo
WFC
$271B
$2.02M 0.31%
24,111
+13
JNJ icon
55
Johnson & Johnson
JNJ
$495B
$1.97M 0.3%
10,625
-483
INTC icon
56
Intel
INTC
$207B
$1.96M 0.3%
58,521
+275
EPI icon
57
WisdomTree India Earnings Fund ETF
EPI
$2.81B
$1.93M 0.29%
43,663
+200
PLTR icon
58
Palantir
PLTR
$407B
$1.92M 0.29%
10,539
+448
QHY
59
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$205M
$1.92M 0.29%
41,224
+801
AXP icon
60
American Express
AXP
$248B
$1.9M 0.29%
5,708
+22
MRK icon
61
Merck
MRK
$251B
$1.82M 0.28%
21,660
-1,347
DGRO icon
62
iShares Core Dividend Growth ETF
DGRO
$35.3B
$1.78M 0.27%
26,184
+258
VOE icon
63
Vanguard Mid-Cap Value ETF
VOE
$19.5B
$1.74M 0.27%
9,985
VIG icon
64
Vanguard Dividend Appreciation ETF
VIG
$100B
$1.74M 0.27%
8,051
-69
SPIB icon
65
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$1.68M 0.26%
49,682
+668
IVW icon
66
iShares S&P 500 Growth ETF
IVW
$66.6B
$1.68M 0.26%
13,931
-1,155
JPM icon
67
JPMorgan Chase
JPM
$838B
$1.55M 0.24%
4,924
-75
WMT icon
68
Walmart
WMT
$896B
$1.54M 0.24%
14,953
-1,710
PHYS icon
69
Sprott Physical Gold
PHYS
$15.5B
$1.51M 0.23%
50,924
-3,020
AGZ icon
70
iShares Agency Bond ETF
AGZ
$574M
$1.48M 0.23%
13,405
+428
IBM icon
71
IBM
IBM
$282B
$1.47M 0.22%
5,212
-108
MGK icon
72
Vanguard Mega Cap Growth ETF
MGK
$32.5B
$1.45M 0.22%
3,595
-3
PEG icon
73
Public Service Enterprise Group
PEG
$40.3B
$1.42M 0.22%
17,011
PAVE icon
74
Global X US Infrastructure Development ETF
PAVE
$9.69B
$1.4M 0.21%
29,457
+718
HD icon
75
Home Depot
HD
$352B
$1.39M 0.21%
3,424
-19
1 2
3
4 5