IA

Insight Advisors Portfolio holdings

AUM $660M
1-Year Est. Return 14.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$660M
AUM Growth
+$7.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$85.4M
2
+$7.89M
3
+$838K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$829K
5
LQTI
FT Vest Investment Grade & Target Income ETF
LQTI
+$821K

Top Sells

1
+$89.4M
2
+$4.39M
3
+$3.86M
4
NVDA icon
NVIDIA
NVDA
+$866K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$825K

Sector Composition

1 Technology 12.69%
2 Financials 3.21%
3 Consumer Discretionary 2.76%
4 Communication Services 2.76%
5 Consumer Staples 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVE icon
51
iShares S&P 500 Value ETF
IVE
$50.1B
$2.15M 0.33%
10,148
-613
MRK icon
52
Merck
MRK
$296B
$2.14M 0.32%
20,324
-1,336
INTC icon
53
Intel
INTC
$215B
$2.1M 0.32%
56,955
-1,566
QHY
54
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$208M
$2.1M 0.32%
45,215
+3,991
LQTI
55
FT Vest Investment Grade & Target Income ETF
LQTI
$264M
$2.09M 0.32%
103,711
+40,599
JNJ icon
56
Johnson & Johnson
JNJ
$595B
$2.08M 0.32%
10,047
-578
EPI icon
57
WisdomTree India Earnings Fund ETF
EPI
$2.54B
$2.08M 0.31%
44,844
+1,181
AXP icon
58
American Express
AXP
$211B
$2.07M 0.31%
5,590
-118
META icon
59
Meta Platforms (Facebook)
META
$1.66T
$1.95M 0.3%
2,952
-100
PLTR icon
60
Palantir
PLTR
$352B
$1.86M 0.28%
10,452
-87
PANW icon
61
Palo Alto Networks
PANW
$127B
$1.83M 0.28%
9,926
-5
VOE icon
62
Vanguard Mid-Cap Value ETF
VOE
$21.8B
$1.75M 0.27%
9,876
-109
SPIB icon
63
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$1.73M 0.26%
51,280
+1,598
DGRO icon
64
iShares Core Dividend Growth ETF
DGRO
$38.4B
$1.73M 0.26%
24,920
-1,264
IVW icon
65
iShares S&P 500 Growth ETF
IVW
$63.6B
$1.7M 0.26%
13,821
-110
VIG icon
66
Vanguard Dividend Appreciation ETF
VIG
$104B
$1.69M 0.26%
7,679
-372
LLY icon
67
Eli Lilly
LLY
$951B
$1.64M 0.25%
1,524
+31
FSIG icon
68
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.5B
$1.64M 0.25%
85,348
-20,013
WMT icon
69
Walmart Inc
WMT
$1.02T
$1.62M 0.25%
14,511
-442
PHYS icon
70
Sprott Physical Gold
PHYS
$18.6B
$1.61M 0.24%
48,884
-2,040
JPM icon
71
JPMorgan Chase
JPM
$810B
$1.59M 0.24%
4,946
+22
IBM icon
72
IBM
IBM
$229B
$1.56M 0.24%
5,255
+43
AGZ icon
73
iShares Agency Bond ETF
AGZ
$574M
$1.48M 0.22%
13,442
+37
PAVE icon
74
Global X US Infrastructure Development ETF
PAVE
$12.2B
$1.42M 0.21%
29,669
+212
SPTM icon
75
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.9B
$1.37M 0.21%
16,568
-102
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3
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