IA
Insight Advisors Portfolio holdings
AUM
$620M
This Quarter Return
+5.13%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$316M
AUM Growth
+$316M
(+19%)
Cap. Flow
+$35M
Cap. Flow
% of AUM
11.09%
Top 10 Holdings %
Top 10 Hldgs %
21.43%
Holding
350
New
79
Increased
129
Reduced
94
Closed
22
Top Buys
| 1 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
$2.44M |
| 2 |
Apple
AAPL
|
$2.09M |
| 3 |
First Trust Senior Loan Fund ETF
FTSL
|
$1.23M |
| 4 |
iShares Morningstar Mid-Cap Growth ETF
IMCG
|
$880K |
| 5 |
Ford
F
|
$875K |
Top Sells
| 1 |
Amazon
AMZN
|
$2.73M |
| 2 |
First Trust Multi Cap Growth AlphaDEX Fund
FAD
|
$1.66M |
| 3 |
First Trust Institutional Preferred Securities and Income ETF
FPEI
|
$1.3M |
| 4 |
DraftKings
DKNG
|
$995K |
| 5 |
NVIDIA
NVDA
|
$785K |
Sector Composition
| 1 | Technology | 13.62% |
| 2 | Consumer Discretionary | 9.26% |
| 3 | Financials | 7.5% |
| 4 | Communication Services | 6.02% |
| 5 | Healthcare | 4.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.04B
| $1.52M | 0.48% |
46,934
+6,134
| +15% | +$198K |
|
52
Merck
MRK
$210B
| $1.5M | 0.48% |
20,162
-1,702
| -8% | -$127K |
|
53
Vanguard Mid-Cap Value ETF
VOE
$18.8B
| $1.47M | 0.47% |
10,449
-459
| -4% | -$64.7K |
|
54
Blackstone
BX
$134B
| $1.47M | 0.47% |
16,633
+489
| +3% | +$43.3K |
|
55
SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$893M
| $1.47M | 0.47% |
48,102
+2,298
| +5% | +$70.2K |
|
56
McDonald's
MCD
$224B
| $1.4M | 0.44% |
5,947
+926
| +18% | +$219K |
|
57
First Trust Long/Short Equity ETF
FTLS
$1.96B
| $1.37M | 0.43% |
29,217
+4,875
| +20% | +$228K |
|
58
Blackrock
BLK
$175B
| $1.34M | 0.42% |
1,627
+843
| +108% | +$694K |
|
59
Bank of America
BAC
$376B
| $1.33M | 0.42% |
32,718
+12,053
| +58% | +$488K |
|
60
SPDR Bloomberg International Corporate Bond ETF
IBND
$447M
| $1.32M | 0.42% |
36,105
+2,446
| +7% | +$89.7K |
|
61
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.63B
| $1.3M | 0.41% |
24,244
+1,048
| +5% | +$56.2K |
|
62
Vanguard Information Technology ETF
VGT
$99.7B
| $1.25M | 0.39% |
3,309
-227
| -6% | -$85.5K |
|
63
Verizon
VZ
$186B
| $1.24M | 0.39% |
21,425
-4,120
| -16% | -$238K |
|
64
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.67B
| $1.22M | 0.39% |
25,112
-13,536
| -35% | -$658K |
|
65
American Express
AXP
$231B
| $1.21M | 0.38% |
7,895
+720
| +10% | +$110K |
|
66
iShares Fallen Angels USD Bond ETF
FALN
$1.87B
| $1.2M | 0.38% |
40,647
+2,559
| +7% | +$75.4K |
|
67
Nike
NKE
$114B
| $1.2M | 0.38% |
9,030
-120
| -1% | -$15.9K |
|
68
iShares S&P 500 Growth ETF
IVW
$63.1B
| $1.17M | 0.37% |
16,757
-610
| -4% | -$42.4K |
|
69
Deere & Co
DE
$129B
| $1.14M | 0.36% |
3,077
+1,117
| +57% | +$415K |
|
70
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.86B
| $1.14M | 0.36% |
15,634
+5,811
| +59% | +$422K |
|
71
Wells Fargo
WFC
$263B
| $1.13M | 0.36% |
24,983
-3
| -0% | -$135 |
|
72
Invesco Dividend Achievers ETF
PFM
$722M
| $1.1M | 0.35% |
30,501
-1,701
| -5% | -$61.1K |
|
73
Automatic Data Processing
ADP
$123B
| $1.09M | 0.35% |
5,830
| – | – |
|
74
Sprott Physical Silver Trust
PSLV
$7.48B
| $1.07M | 0.34% |
114,500
+90,100
| +369% | +$845K |
|
75
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
| $1.07M | 0.34% |
20,691
+48
| +0.2% | +$2.48K |
|