IA
Insight Advisors Portfolio holdings
AUM
$620M
This Quarter Return
+8.31%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$319M
AUM Growth
+$319M
(+0.93%)
Cap. Flow
-$3.44M
Cap. Flow
% of AUM
-1.08%
Top 10 Holdings %
Top 10 Hldgs %
22.97%
Holding
353
New
25
Increased
105
Reduced
155
Closed
44
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 15.37% |
| 2 | Consumer Discretionary | 8.85% |
| 3 | Financials | 6.98% |
| 4 | Communication Services | 6.19% |
| 5 | Healthcare | 3.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Merck
MRK
$210B
| $1.54M | 0.48% |
20,144
-18
| -0.1% | -$1.37K |
|
52
Procter & Gamble
PG
$368B
| $1.53M | 0.48% |
10,752
-2,008
| -16% | -$285K |
|
53
Vanguard Mid-Cap Value ETF
VOE
$18.8B
| $1.49M | 0.47% |
10,589
+140
| +1% | +$19.8K |
|
54
First Trust Preferred Securities and Income ETF
FPE
$6.1B
| $1.46M | 0.46% |
70,805
-9,526
| -12% | -$197K |
|
|
XYZ
55
Block, Inc.
XYZ
$48.5B
| $1.42M | 0.44% |
5,205
+1,489
| +40% | +$406K |
|
56
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
| $1.4M | 0.44% |
37,746
+11,522
| +44% | +$427K |
|
57
Schwab US Large-Cap Growth ETF
SCHG
$47.9B
| $1.39M | 0.44% |
9,251
+5,149
| +126% | +$776K |
|
58
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.04B
| $1.39M | 0.44% |
42,361
-4,573
| -10% | -$150K |
|
59
Vanguard Information Technology ETF
VGT
$99.7B
| $1.35M | 0.42% |
3,277
-32
| -1% | -$13.2K |
|
60
iShares US Treasury Bond ETF
GOVT
$27.9B
| $1.32M | 0.42% |
49,112
-20,736
| -30% | -$559K |
|
61
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.63B
| $1.32M | 0.41% |
24,432
+188
| +0.8% | +$10.2K |
|
62
American Express
AXP
$231B
| $1.31M | 0.41% |
7,708
-187
| -2% | -$31.7K |
|
63
iShares Fallen Angels USD Bond ETF
FALN
$1.87B
| $1.26M | 0.4% |
42,053
+1,406
| +3% | +$42.2K |
|
64
McDonald's
MCD
$224B
| $1.24M | 0.39% |
5,168
-779
| -13% | -$187K |
|
65
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.24M | 0.39% |
4,453
-1,159
| -21% | -$322K |
|
66
Alphabet (Google) Class C
GOOG
$2.58T
| $1.23M | 0.38% |
451
+8
| +2% | +$21.8K |
|
67
iShares S&P 500 Growth ETF
IVW
$63.1B
| $1.22M | 0.38% |
16,249
-508
| -3% | -$38.3K |
|
68
Automatic Data Processing
ADP
$123B
| $1.22M | 0.38% |
5,831
+1
| +0% | +$209 |
|
69
Nike
NKE
$114B
| $1.2M | 0.38% |
7,122
-1,908
| -21% | -$322K |
|
70
SPDR Bloomberg International Corporate Bond ETF
IBND
$447M
| $1.2M | 0.38% |
32,597
-3,508
| -10% | -$129K |
|
71
WisdomTree US LargeCap Fund
EPS
$1.23B
| $1.15M | 0.36% |
24,418
+12,466
| +104% | +$588K |
|
72
Wells Fargo
WFC
$263B
| $1.13M | 0.35% |
24,611
-372
| -1% | -$17K |
|
73
Sprott Physical Silver Trust
PSLV
$7.48B
| $1.11M | 0.35% |
125,000
+10,500
| +9% | +$93.2K |
|
74
Invesco Dividend Achievers ETF
PFM
$722M
| $1.09M | 0.34% |
29,379
-1,122
| -4% | -$41.6K |
|
75
Verizon
VZ
$186B
| $1.05M | 0.33% |
18,871
-2,554
| -12% | -$142K |
|