IA
Insight Advisors Portfolio holdings
AUM
$620M
This Quarter Return
-15.82%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$295M
AUM Growth
+$295M
(-12%)
Cap. Flow
+$5.6M
Cap. Flow
% of AUM
1.9%
Top 10 Holdings %
Top 10 Hldgs %
23.87%
Holding
338
New
22
Increased
99
Reduced
159
Closed
38
Top Buys
| 1 |
Amazon
AMZN
|
$9.26M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$5.19M |
| 3 |
Novartis
NVS
|
$2.32M |
| 4 |
Lyft
LYFT
|
$1.18M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$1.02M |
Top Sells
| 1 |
Apple
AAPL
|
$1.39M |
| 2 |
Netflix
NFLX
|
$1.19M |
| 3 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
$1.19M |
| 4 |
ProShares UltraPro Short QQQ
SQQQ
|
$1.16M |
| 5 |
Invesco QQQ Trust
QQQ
|
$1.07M |
Sector Composition
| 1 | Technology | 14.46% |
| 2 | Consumer Discretionary | 9.5% |
| 3 | Financials | 6.66% |
| 4 | Healthcare | 4.11% |
| 5 | Consumer Staples | 3.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
PLAT
51
DELISTED
WisdomTree Growth Leaders Fund
PLAT
| $1.32M | 0.45% |
42,730
-18
| -0% | -$557 |
|
52
ARK Genomic Revolution ETF
ARKG
$1.04B
| $1.3M | 0.44% |
32,853
-3,453
| -10% | -$137K |
|
53
Ford
F
$46.8B
| $1.3M | 0.44% |
89,220
+105
| +0.1% | +$1.53K |
|
54
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
| $1.3M | 0.44% |
39,062
-8,377
| -18% | -$279K |
|
55
Bank of America
BAC
$376B
| $1.26M | 0.43% |
38,616
-3,392
| -8% | -$111K |
|
56
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.63B
| $1.25M | 0.42% |
28,046
+7,298
| +35% | +$325K |
|
57
Verizon
VZ
$186B
| $1.24M | 0.42% |
27,369
+5,164
| +23% | +$233K |
|
58
Walmart
WMT
$774B
| $1.22M | 0.41% |
9,771
-265
| -3% | -$33.1K |
|
59
WisdomTree International Multifactor Fund
DWMF
$38.2M
| $1.21M | 0.41% |
50,734
+218
| +0.4% | +$5.2K |
|
60
WisdomTree Cloud Computing Fund
WCLD
$342M
| $1.21M | 0.41% |
37,089
-1,708
| -4% | -$55.5K |
|
61
Meta Platforms (Facebook)
META
$1.86T
| $1.2M | 0.41% |
7,088
-226
| -3% | -$38.2K |
|
62
American Express
AXP
$231B
| $1.18M | 0.4% |
7,515
-181
| -2% | -$28.4K |
|
63
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.18M | 0.4% |
4,066
-187
| -4% | -$54.1K |
|
|
64
Lyft
LYFT
$6.73B
| $1.18M | 0.4% |
+67,600
| New | +$1.18M |
|
65
First Trust Dorsey Wright Focus 5 ETF
FV
$3.71B
| $1.13M | 0.38% |
25,857
-1,652
| -6% | -$72.3K |
|
66
Vanguard Energy ETF
VDE
$7.42B
| $1.12M | 0.38% |
11,159
+3,872
| +53% | +$390K |
|
67
ARK Fintech Innovation ETF
ARKF
$1.34B
| $1.12M | 0.38% |
54,491
+3,635
| +7% | +$74.6K |
|
68
Global X Cybersecurity ETF
BUG
$1.13B
| $1.11M | 0.38% |
40,914
-6,888
| -14% | -$188K |
|
69
iShares S&P 500 Growth ETF
IVW
$63.1B
| $1.11M | 0.38% |
16,035
-949
| -6% | -$65.7K |
|
70
Vanguard S&P 500 ETF
VOO
$726B
| $1.1M | 0.37% |
2,897
+792
| +38% | +$302K |
|
71
Blackrock
BLK
$175B
| $1.08M | 0.37% |
1,616
+96
| +6% | +$64K |
|
|
72
Alphabet (Google) Class C
GOOG
$2.58T
| $1.08M | 0.36% |
9,040
+8,602
| +1,964% | +$1.02M |
|
73
Costco
COST
$418B
| $1.07M | 0.36% |
1,989
+21
| +1% | +$11.3K |
|
74
Wells Fargo
WFC
$263B
| $1.06M | 0.36% |
24,665
+167
| +0.7% | +$7.14K |
|
|
FLG
75
Flagstar Financial, Inc.
FLG
$5.33B
| $1.04M | 0.35% |
101,170
| – | – |
|