IA
Insight Advisors Portfolio holdings
AUM
$620M
This Quarter Return
-3.93%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$334M
AUM Growth
+$334M
(-1.6%)
Cap. Flow
+$18.1M
Cap. Flow
% of AUM
5.43%
Top 10 Holdings %
Top 10 Hldgs %
23.21%
Holding
355
New
42
Increased
131
Reduced
117
Closed
39
Top Buys
Top Sells
| 1 |
Roku
ROKU
|
$1.93M |
| 2 |
NVIDIA
NVDA
|
$1.41M |
| 3 |
Apple
AAPL
|
$1.02M |
| 4 |
Invesco S&P SmallCap Health Care ETF
PSCH
|
$956K |
| 5 |
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
|
$895K |
Sector Composition
| 1 | Technology | 14.45% |
| 2 | Consumer Discretionary | 8.82% |
| 3 | Financials | 6.95% |
| 4 | Communication Services | 4.18% |
| 5 | Consumer Staples | 3.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
WisdomTree Cloud Computing Fund
WCLD
$335M
| $1.59M | 0.48% |
38,797
+453
| +1% | +$18.5K |
|
|
PLAT
52
DELISTED
WisdomTree Growth Leaders Fund
PLAT
| $1.59M | 0.48% |
42,748
+365
| +0.9% | +$13.5K |
|
53
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$810M
| $1.57M | 0.47% |
32,739
-10,999
| -25% | -$526K |
|
54
Vanguard Mid-Cap Value ETF
VOE
$18.6B
| $1.55M | 0.46% |
10,356
+75
| +0.7% | +$11.2K |
|
55
McDonald's
MCD
$226B
| $1.55M | 0.46% |
6,256
+1,654
| +36% | +$409K |
|
56
Ford
F
$46.2B
| $1.51M | 0.45% |
89,115
-2,424
| -3% | -$41K |
|
57
Vanguard Information Technology ETF
VGT
$99.1B
| $1.51M | 0.45% |
3,618
+1
| +0% | +$417 |
|
58
Global X Cybersecurity ETF
BUG
$1.11B
| $1.5M | 0.45% |
47,802
-16,197
| -25% | -$509K |
|
59
Berkshire Hathaway Class B
BRK.B
$1.08T
| $1.5M | 0.45% |
4,253
-454
| -10% | -$160K |
|
60
Walmart
WMT
$793B
| $1.5M | 0.45% |
10,036
+2,911
| +41% | +$434K |
|
61
ZIM Integrated Shipping Services
ZIM
$1.63B
| $1.49M | 0.45% |
20,453
+10,924
| +115% | +$794K |
|
62
ARK Fintech Innovation ETF
ARKF
$1.33B
| $1.48M | 0.44% |
50,856
+9,104
| +22% | +$264K |
|
63
American Express
AXP
$225B
| $1.44M | 0.43% |
7,696
-100
| -1% | -$18.7K |
|
64
MP Materials
MP
$11.7B
| $1.43M | 0.43% |
24,935
+19,385
| +349% | +$1.11M |
|
65
ProShares UltraPro Short QQQ
SQQQ
$2.39B
| $1.41M | 0.42% |
+41,882
| New | +$1.41M |
|
|
66
Invesco S&P SmallCap Health Care ETF
PSCH
$145M
| $1.35M | 0.41% |
8,409
-5,939
| -41% | -$956K |
|
67
Automatic Data Processing
ADP
$121B
| $1.34M | 0.4% |
5,869
+38
| +0.7% | +$8.64K |
|
68
Pacer American Energy Independence ETF
USAI
$90.7M
| $1.33M | 0.4% |
46,357
+20,873
| +82% | +$600K |
|
69
First Trust Dorsey Wright Focus 5 ETF
FV
$3.69B
| $1.31M | 0.39% |
27,509
-706
| -3% | -$33.6K |
|
70
iShares S&P 500 Growth ETF
IVW
$63.2B
| $1.3M | 0.39% |
16,984
-207
| -1% | -$15.8K |
|
71
WisdomTree International Multifactor Fund
DWMF
$38M
| $1.27M | 0.38% |
50,516
+2,738
| +6% | +$68.9K |
|
72
ARK Innovation ETF
ARKK
$7.43B
| $1.24M | 0.37% |
18,631
-5,340
| -22% | -$354K |
|
73
Camping World
CWH
$1.08B
| $1.22M | 0.37% |
43,790
+10,090
| +30% | +$282K |
|
74
Alphabet (Google) Class C
GOOG
$2.79T
| $1.22M | 0.37% |
438
-36
| -8% | -$101K |
|
75
Deere & Co
DE
$127B
| $1.2M | 0.36% |
2,883
+808
| +39% | +$336K |
|