IA
Insight Advisors Portfolio holdings
AUM
$620M
This Quarter Return
-4.2%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$255M
AUM Growth
+$255M
(-14%)
Cap. Flow
+$1.57M
Cap. Flow
% of AUM
0.62%
Top 10 Holdings %
Top 10 Hldgs %
23.05%
Holding
309
New
9
Increased
119
Reduced
118
Closed
26
Top Buys
| 1 |
Tesla
TSLA
|
$3.41M |
| 2 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$1.84M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$987K |
| 4 |
Occidental Petroleum
OXY
|
$547K |
| 5 |
Palo Alto Networks
PANW
|
$417K |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$538K |
| 2 |
First Trust North American Energy Infrastructure Fund
EMLP
|
$509K |
| 3 |
RH
RH
|
$422K |
| 4 |
Blackrock
BLK
|
$409K |
| 5 |
Pinduoduo
PDD
|
$382K |
Sector Composition
| 1 | Technology | 12.72% |
| 2 | Consumer Discretionary | 8.75% |
| 3 | Financials | 6.72% |
| 4 | Healthcare | 4.54% |
| 5 | Consumer Staples | 3.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Energy ETF
VDE
$7.44B
| $1.17M | 0.46% |
11,485
+326
| +3% | +$33.1K |
|
52
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.61B
| $1.15M | 0.45% |
28,944
+898
| +3% | +$35.8K |
|
53
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
| $1.13M | 0.45% |
36,175
-2,887
| -7% | -$90.4K |
|
54
Vanguard S&P 500 Growth ETF
VOOG
$18.9B
| $1.13M | 0.44% |
5,425
-105
| -2% | -$21.9K |
|
55
Bank of America
BAC
$372B
| $1.12M | 0.44% |
37,205
-1,411
| -4% | -$42.6K |
|
56
Vanguard Information Technology ETF
VGT
$98.1B
| $1.12M | 0.44% |
3,628
+49
| +1% | +$15.1K |
|
|
PLAT
57
DELISTED
WisdomTree Growth Leaders Fund
PLAT
| $1.1M | 0.43% |
43,800
+1,070
| +3% | +$26.8K |
|
58
WisdomTree International Multifactor Fund
DWMF
$38M
| $1.09M | 0.43% |
50,330
-404
| -0.8% | -$8.77K |
|
59
Berkshire Hathaway Class B
BRK.B
$1.08T
| $1.06M | 0.42% |
3,962
-104
| -3% | -$27.8K |
|
60
First Trust Dorsey Wright Focus 5 ETF
FV
$3.68B
| $1.03M | 0.4% |
25,006
-851
| -3% | -$34.9K |
|
61
ARK Genomic Revolution ETF
ARKG
$1.04B
| $1.02M | 0.4% |
31,079
-1,774
| -5% | -$58.3K |
|
62
American Express
AXP
$229B
| $1.02M | 0.4% |
7,560
+45
| +0.6% | +$6.07K |
|
63
WisdomTree Cloud Computing Fund
WCLD
$336M
| $1.02M | 0.4% |
38,187
+1,098
| +3% | +$29.3K |
|
64
Verizon
VZ
$185B
| $1.01M | 0.4% |
26,596
-773
| -3% | -$29.4K |
|
65
Wells Fargo
WFC
$261B
| $992K | 0.39% |
24,665
| – | – |
|
|
66
Invesco S&P 500 Equal Weight ETF
RSP
$73.5B
| $987K | 0.39% |
+7,751
| New | +$987K |
|
67
Global X Cybersecurity ETF
BUG
$1.11B
| $984K | 0.39% |
40,914
| – | – |
|
68
Costco
COST
$417B
| $963K | 0.38% |
2,040
+51
| +3% | +$24.1K |
|
69
Hershey
HSY
$37.6B
| $962K | 0.38% |
4,365
-210
| -5% | -$46.3K |
|
70
Ford
F
$46.5B
| $947K | 0.37% |
84,552
-4,668
| -5% | -$52.3K |
|
71
Vanguard S&P 500 ETF
VOO
$719B
| $947K | 0.37% |
2,884
-13
| -0.4% | -$4.27K |
|
72
FT Vest Buffered Allocation Defensive ETF
BUFT
$127M
| $933K | 0.37% |
51,573
+4,045
| +9% | +$73.2K |
|
73
iShares S&P 500 Growth ETF
IVW
$62.3B
| $922K | 0.36% |
15,944
-91
| -0.6% | -$5.26K |
|
74
Deere & Co
DE
$128B
| $913K | 0.36% |
2,733
+43
| +2% | +$14.4K |
|
75
Meta Platforms (Facebook)
META
$1.84T
| $890K | 0.35% |
6,562
-526
| -7% | -$71.3K |
|