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Insight Advisors Portfolio holdings

AUM $525M
1-Year Est. Return 15.94%
This Fund
S&P 500
This Quarter Est. Return
+13.62%
1 Year Est. Return
+15.94%
3 Year Est. Return
+51.71%
5 Year Est. Return
+54.13%
10 Year Est. Return
–
AUM
$264M
AUM Growth
–
Cap. Flow
+$250M
Cap. Flow %
94.4%
Top 10 Hldgs %
24.63%
Holding
271
New
271
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$14.5M
2
AMZN icon
Amazon
AMZN
+$12.5M
3
NFLX icon
Netflix
NFLX
+$4.81M
4
PYPL icon
PayPal
PYPL
+$4.67M
5
VUG icon
Vanguard Growth ETF
VUG
+$4.53M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 14.15%
2 Consumer Discretionary 10.74%
3 Financials 6.6%
4 Communication Services 6.49%
5 Healthcare 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XMMO icon
51
Invesco S&P MidCap Momentum ETF
XMMO
$7.28B
$1.47M 0.55%
+18,728
New +$1.36M
SMDV icon
52
ProShares Russell 2000 Dividend Growers ETF
SMDV
$701M
$1.4M 0.53%
+24,332
New +$1.31M
SPTI icon
53
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.5B
$1.35M 0.51%
+40,800
New +$1.35M
FPEI icon
54
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.93B
$1.3M 0.49%
+63,995
New +$1.27M
VOE icon
55
Vanguard Mid-Cap Value ETF
VOE
$23.5B
$1.3M 0.49%
+10,908
New +$1.22M
NKE icon
56
Nike
NKE
$64B
$1.29M 0.49%
+9,150
New +$1.21M
IBND icon
57
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$457M
$1.28M 0.48%
+33,659
New +$1.24M
VGT icon
58
Vanguard Information Technology ETF
VGT
$139B
$1.25M 0.47%
+28,288
New +$1.16M
DKNG icon
59
DraftKings
DKNG
$12.2B
$1.17M 0.44%
+25,195
New +$1.2M
FALN icon
60
iShares Fallen Angels USD Bond ETF
FALN
$1.64B
$1.12M 0.42%
+38,088
New +$1.08M
IVW icon
61
iShares S&P 500 Growth ETF
IVW
$73.9B
$1.11M 0.42%
+17,367
New +$1.05M
DGS icon
62
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.71B
$1.11M 0.42%
+23,196
New +$1.03M
BRK.B icon
63
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.1M 0.41%
+4,728
New +$1.04M
MCD icon
64
McDonald's
MCD
$191B
$1.08M 0.41%
+5,021
New +$1.09M
LMBS icon
65
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.37B
$1.07M 0.41%
+20,850
New +$1.08M
FTLS icon
66
First Trust Long/Short Equity ETF
FTLS
$2.46B
$1.06M 0.4%
+24,342
New +$1.05M
PFM icon
67
Invesco Dividend Achievers ETF
PFM
$786M
$1.06M 0.4%
+32,202
New +$1.02M
BX icon
68
Blackstone
BX
$151B
$1.05M 0.4%
+16,144
New +$940K
CRM icon
69
Salesforce
CRM
$138B
$1.04M 0.39%
+4,679
New +$1.14M
V icon
70
Visa
V
$683B
$1.03M 0.39%
+4,701
New +$962K
ADP icon
71
Automatic Data Processing
ADP
$101B
$1.03M 0.39%
+5,830
New +$958K
PEP icon
72
PepsiCo
PEP
$186B
$1.01M 0.38%
+6,846
New +$973K
XMLV icon
73
Invesco S&P MidCap Low Volatility ETF
XMLV
$753M
$992K 0.38%
+20,625
New +$930K
SPTM icon
74
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.6B
$951K 0.36%
+20,643
New +$900K
USFR
75
DELISTED
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
$946K 0.36%
+37,694
New +$946K
1 2
3
4 5

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VWS
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CAM
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DSC
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DA
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VU
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OC
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VP
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Insight Advisors's Q4 2020 Portfolio in Review

Q4 2020 is the first quarter with a 13F filing on record for Insight Advisors, which disclosed 271 positions worth $264M. Its ten largest holdings account for 25% of the portfolio.

Its largest position is Apple: 120,908 shares worth $16M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, followed by Consumer Discretionary and Financials.

  • Insight Advisors's largest Q4 2020 buy was Apple: 120,908 shares worth $16M.
  • Insight Advisors's ten largest holdings make up 25% of its $264M portfolio in Q4 2020.
  • Insight Advisors disclosed 271 positions in Q4 2020, its first 13F filing on record.

Based on Insight Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.