IA
Insight Advisors Portfolio holdings
AUM
$620M
This Quarter Return
+6.66%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$448M
AUM Growth
+$448M
(+5.5%)
Cap. Flow
-$264K
Cap. Flow
% of AUM
-0.06%
Top 10 Holdings %
Top 10 Hldgs %
50.83%
Holding
315
New
17
Increased
95
Reduced
137
Closed
31
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 9.96% |
| 2 | Consumer Discretionary | 4.55% |
| 3 | Financials | 3.52% |
| 4 | Healthcare | 2.15% |
| 5 | Industrials | 2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Global X Cybersecurity ETF
BUG
$1.11B
| $1.41M | 0.32% |
58,262
+12,386
| +27% | +$300K |
|
52
JPMorgan Ultra-Short Income ETF
JPST
$33B
| $1.39M | 0.31% |
27,693
-1,534
| -5% | -$76.9K |
|
53
SPDR S&P Dividend ETF
SDY
$20.4B
| $1.34M | 0.3% |
10,927
-17,788
| -62% | -$2.18M |
|
54
Global X Autonomous & Electric Vehicles ETF
DRIV
$332M
| $1.34M | 0.3% |
51,388
+35,873
| +231% | +$934K |
|
55
WisdomTree US MidCap Dividend Fund
DON
$3.79B
| $1.32M | 0.29% |
31,279
-1,448
| -4% | -$60.9K |
|
56
Automatic Data Processing
ADP
$121B
| $1.29M | 0.29% |
5,872
+1
| +0% | +$220 |
|
57
Vanguard S&P 500 ETF
VOO
$724B
| $1.29M | 0.29% |
3,165
+78
| +3% | +$31.8K |
|
58
Vanguard Energy ETF
VDE
$7.28B
| $1.28M | 0.29% |
11,327
-1,345
| -11% | -$152K |
|
59
Broadcom
AVGO
$1.42T
| $1.27M | 0.28% |
14,670
+140
| +1% | +$12.1K |
|
60
Global X FinTech ETF
FINX
$296M
| $1.26M | 0.28% |
57,298
+28,252
| +97% | +$624K |
|
61
American Express
AXP
$225B
| $1.23M | 0.28% |
7,077
-11
| -0.2% | -$1.92K |
|
62
PayPal
PYPL
$66.5B
| $1.21M | 0.27% |
18,105
-543
| -3% | -$36.2K |
|
63
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
| $1.19M | 0.27% |
37,084
+89
| +0.2% | +$2.86K |
|
|
HEAL
64
Global X Funds Global X HealthTech ETF
HEAL
$133M
| $1.19M | 0.26% |
33,972
+24,742
| +268% | +$863K |
|
65
McDonald's
MCD
$226B
| $1.17M | 0.26% |
3,917
-314
| -7% | -$93.7K |
|
66
iShares S&P 500 Growth ETF
IVW
$63.2B
| $1.16M | 0.26% |
16,512
+1,058
| +7% | +$74.6K |
|
67
Global X Cloud Computing ETF
CLOU
$309M
| $1.16M | 0.26% |
58,236
+38,303
| +192% | +$760K |
|
68
Berkshire Hathaway Class B
BRK.B
$1.08T
| $1.15M | 0.26% |
3,369
-154
| -4% | -$52.5K |
|
69
Public Service Enterprise Group
PEG
$40.6B
| $1.13M | 0.25% |
18,078
+1
| +0% | +$63 |
|
70
WisdomTree International Multifactor Fund
DWMF
$38M
| $1.11M | 0.25% |
44,165
+5,273
| +14% | +$132K |
|
71
Netflix
NFLX
$521B
| $1.1M | 0.25% |
2,500
+247
| +11% | +$109K |
|
72
SPDR Russell 1000 Momentum Focus ETF
ONEO
$95.4M
| $1.04M | 0.23% |
10,606
-44
| -0.4% | -$4.32K |
|
73
Wells Fargo
WFC
$258B
| $1.02M | 0.23% |
23,926
-166
| -0.7% | -$7.09K |
|
74
Meta Platforms (Facebook)
META
$1.85T
| $1.01M | 0.23% |
3,527
-174
| -5% | -$49.9K |
|
75
Sprott Physical Gold
PHYS
$12.7B
| $1M | 0.22% |
67,130
+450
| +0.7% | +$6.71K |
|