IA
Insight Advisors Portfolio holdings
AUM
$620M
This Quarter Return
+6.08%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$286M
AUM Growth
+$286M
(+12%)
Cap. Flow
+$22.1M
Cap. Flow
% of AUM
7.75%
Top 10 Holdings %
Top 10 Hldgs %
22.91%
Holding
331
New
48
Increased
79
Reduced
168
Closed
17
Top Buys
| 1 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
$18M |
| 2 |
SPDR S&P Dividend ETF
SDY
|
$2.17M |
| 3 |
Citigroup
C
|
$2.13M |
| 4 |
KSCD
KFA Small Cap Quality Dividend Index ETF
KSCD
|
$2.1M |
| 5 |
Intel
INTC
|
$1.75M |
Top Sells
Sector Composition
| 1 | Technology | 10.98% |
| 2 | Financials | 6.83% |
| 3 | Consumer Discretionary | 6.09% |
| 4 | Healthcare | 4.8% |
| 5 | Consumer Staples | 4.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Walmart
WMT
$793B
| $1.37M | 0.48% |
9,594
-351
| -4% | -$50.3K |
|
52
Vanguard Small-Cap Growth ETF
VBK
$20B
| $1.35M | 0.47% |
6,816
-79
| -1% | -$15.7K |
|
53
Advanced Micro Devices
AMD
$263B
| $1.33M | 0.47% |
20,779
-2,847
| -12% | -$182K |
|
54
Blackstone
BX
$131B
| $1.26M | 0.44% |
16,539
-552
| -3% | -$42K |
|
55
Berkshire Hathaway Class B
BRK.B
$1.08T
| $1.26M | 0.44% |
4,064
+102
| +3% | +$31.6K |
|
56
Verizon
VZ
$184B
| $1.23M | 0.43% |
30,703
+4,107
| +15% | +$164K |
|
57
WisdomTree US MidCap Dividend Fund
DON
$3.79B
| $1.22M | 0.43% |
29,776
-12,969
| -30% | -$530K |
|
58
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.95B
| $1.2M | 0.42% |
44,664
-25,970
| -37% | -$700K |
|
59
Vanguard Information Technology ETF
VGT
$99.1B
| $1.18M | 0.41% |
3,728
+100
| +3% | +$31.6K |
|
60
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
| $1.14M | 0.4% |
35,803
-372
| -1% | -$11.9K |
|
61
First Trust Dorsey Wright Focus 5 ETF
FV
$3.69B
| $1.13M | 0.39% |
25,108
+102
| +0.4% | +$4.59K |
|
62
Bank of America
BAC
$371B
| $1.13M | 0.39% |
33,793
-3,412
| -9% | -$114K |
|
63
Vanguard S&P 500 Growth ETF
VOOG
$19.2B
| $1.11M | 0.39% |
5,327
-98
| -2% | -$20.4K |
|
64
Hershey
HSY
$37.4B
| $1.1M | 0.39% |
4,853
+488
| +11% | +$111K |
|
65
American Express
AXP
$225B
| $1.07M | 0.37% |
7,264
-296
| -4% | -$43.5K |
|
66
Deere & Co
DE
$127B
| $1.05M | 0.37% |
2,479
-254
| -9% | -$108K |
|
67
Vanguard S&P 500 ETF
VOO
$724B
| $1.04M | 0.37% |
2,981
+97
| +3% | +$33.9K |
|
68
Wells Fargo
WFC
$258B
| $1.03M | 0.36% |
24,566
-99
| -0.4% | -$4.14K |
|
69
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.23B
| $976K | 0.34% |
24,581
-154
| -0.6% | -$6.11K |
|
70
SPDR Russell 1000 Momentum Focus ETF
ONEO
$95.4M
| $972K | 0.34% |
10,644
+215
| +2% | +$19.6K |
|
71
Vanguard Small-Cap Value ETF
VBR
$31.2B
| $969K | 0.34% |
6,121
| – | – |
|
72
Health Care Select Sector SPDR Fund
XLV
$33.8B
| $964K | 0.34% |
7,117
+3,304
| +87% | +$448K |
|
73
Ford
F
$46.2B
| $957K | 0.33% |
82,014
-2,538
| -3% | -$29.6K |
|
74
Public Service Enterprise Group
PEG
$40.6B
| $936K | 0.33% |
15,089
+1
| +0% | +$62 |
|
75
RTX Corp
RTX
$212B
| $934K | 0.33% |
9,262
-12
| -0.1% | -$1.21K |
|