IA

Insight Advisors Portfolio holdings

AUM $525M
1-Year Est. Return 15.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$525M
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.42M
3
+$2.3M
4
TROW icon
T. Rowe Price
TROW
+$1.58M
5
YELP icon
Yelp
YELP
+$1.43M

Top Sells

1
+$15.2M
2
+$15.2M
3
+$8.09M
4
WTV icon
WisdomTree US Value Fund
WTV
+$8.08M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$7.99M

Sector Composition

1 Technology 13.73%
2 Communication Services 3.51%
3 Financials 3.37%
4 Consumer Discretionary 2.71%
5 Healthcare 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPM icon
51
JPMorgan Chase
JPM
$806B
$1.45M 0.28%
4,935
-11
LLY icon
52
Eli Lilly
LLY
$949B
$1.4M 0.27%
1,525
+1
YELP icon
53
Yelp
YELP
$1.27B
$1.39M 0.27%
+56,300
ONEO icon
54
State Street SPDR Russell 1000 Momentum Focus ETF
ONEO
$28.8M
$1.37M 0.26%
10,296
-23
XOM icon
55
Exxon Mobil
XOM
$620B
$1.37M 0.26%
8,058
-1,384
SPTM icon
56
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.7B
$1.32M 0.25%
16,711
+143
BX icon
57
Blackstone
BX
$140B
$1.32M 0.25%
11,465
-3,376
DGRO icon
58
iShares Core Dividend Growth ETF
DGRO
$40.7B
$1.29M 0.25%
18,364
-6,556
RSP icon
59
Invesco S&P 500 Equal Weight ETF
RSP
$89.9B
$1.28M 0.24%
6,693
+101
VBR icon
60
Vanguard Small-Cap Value ETF
VBR
$35.5B
$1.25M 0.24%
5,756
-62
FALN icon
61
iShares Fallen Angels USD Bond ETF
FALN
$1.65B
$1.23M 0.24%
46,210
+975
SPYD icon
62
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.25B
$1.23M 0.23%
27,113
-1,178
MGK icon
63
Vanguard Mega Cap Growth ETF
MGK
$34.8B
$1.22M 0.23%
16,620
+120
PG icon
64
Procter & Gamble
PG
$328B
$1.19M 0.23%
8,261
+129
IBND icon
65
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$467M
$1.19M 0.23%
38,210
+1,207
SMLV icon
66
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$242M
$1.19M 0.23%
8,645
-14
VEU icon
67
Vanguard FTSE All-World ex-US ETF
VEU
$67.2B
$1.15M 0.22%
15,303
+2,048
IWF icon
68
iShares Russell 1000 Growth ETF
IWF
$133B
$1.13M 0.21%
10,568
+4
QTUM icon
69
Defiance Quantum ETF
QTUM
$6B
$1.11M 0.21%
10,341
+250
IWM icon
70
iShares Russell 2000 ETF
IWM
$79.7B
$1.1M 0.21%
4,455
+389
RTX icon
71
RTX Corp
RTX
$235B
$1.1M 0.21%
5,724
-79
SPTI icon
72
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.1B
$1.09M 0.21%
38,051
+860
RDVI icon
73
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.19B
$1.09M 0.21%
42,579
+435
VIG icon
74
Vanguard Dividend Appreciation ETF
VIG
$109B
$1.08M 0.21%
5,041
-2,638
HD icon
75
Home Depot
HD
$311B
$1.07M 0.2%
3,267
-4
1 2
3
4 5