IA
Insight Advisors Portfolio holdings
AUM
$620M
This Quarter Return
-1.91%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$437M
AUM Growth
+$437M
(-2.5%)
Cap. Flow
-$55.8K
Cap. Flow
% of AUM
-0.01%
Top 10 Holdings %
Top 10 Hldgs %
52.04%
Holding
293
New
9
Increased
99
Reduced
129
Closed
18
Top Buys
| 1 |
Pacer US Cash Cows 100 ETF
COWZ
|
$3.74M |
| 2 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$3.1M |
| 3 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
$2.28M |
| 4 |
Vanguard International Dividend Appreciation ETF
VIGI
|
$1.54M |
| 5 |
Broadcom
AVGO
|
$1.16M |
Top Sells
Sector Composition
| 1 | Technology | 9.83% |
| 2 | Consumer Discretionary | 4.24% |
| 3 | Financials | 3.15% |
| 4 | Healthcare | 2.09% |
| 5 | Communication Services | 1.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
WisdomTree US SmallCap Earnings Fund
EES
$630M
| $1.41M | 0.32% |
32,623
-876
| -3% | -$37.9K |
|
52
Automatic Data Processing
ADP
$121B
| $1.41M | 0.32% |
5,859
-13
| -0.2% | -$3.13K |
|
53
Home Depot
HD
$406B
| $1.41M | 0.32% |
4,652
-115
| -2% | -$34.8K |
|
54
JPMorgan Ultra-Short Income ETF
JPST
$33B
| $1.35M | 0.31% |
26,991
-702
| -3% | -$35.2K |
|
55
Global X Autonomous & Electric Vehicles ETF
DRIV
$332M
| $1.34M | 0.31% |
56,967
+5,579
| +11% | +$131K |
|
56
Vanguard Mid-Cap Value ETF
VOE
$18.6B
| $1.33M | 0.3% |
10,181
-78
| -0.8% | -$10.2K |
|
57
Vanguard S&P 500 ETF
VOO
$724B
| $1.3M | 0.3% |
3,308
+143
| +5% | +$56.2K |
|
58
Pfizer
PFE
$141B
| $1.3M | 0.3% |
39,056
-553
| -1% | -$18.3K |
|
59
Global X FinTech ETF
FINX
$296M
| $1.25M | 0.28% |
61,824
+4,526
| +8% | +$91.2K |
|
60
PepsiCo
PEP
$203B
| $1.24M | 0.28% |
7,335
-658
| -8% | -$111K |
|
61
WisdomTree International Multifactor Fund
DWMF
$38M
| $1.18M | 0.27% |
47,961
+3,796
| +9% | +$93.3K |
|
62
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
| $1.17M | 0.27% |
37,293
+209
| +0.6% | +$6.57K |
|
63
WisdomTree US MidCap Dividend Fund
DON
$3.79B
| $1.16M | 0.27% |
28,435
-2,844
| -9% | -$116K |
|
64
iShares S&P 500 Growth ETF
IVW
$63.2B
| $1.14M | 0.26% |
16,640
+128
| +0.8% | +$8.76K |
|
65
Global X Cloud Computing ETF
CLOU
$309M
| $1.12M | 0.26% |
59,437
+1,201
| +2% | +$22.6K |
|
|
HEAL
66
Global X Funds Global X HealthTech ETF
HEAL
$133M
| $1.11M | 0.25% |
40,293
+6,321
| +19% | +$174K |
|
67
Berkshire Hathaway Class B
BRK.B
$1.08T
| $1.1M | 0.25% |
3,147
-222
| -7% | -$77.8K |
|
68
Walmart
WMT
$793B
| $1.09M | 0.25% |
20,433
+2,424
| +13% | +$129K |
|
69
FT Vest US Equity Moderate Buffer ETF July
GJUL
$604M
| $1.07M | 0.24% |
+35,761
| New | +$1.07M |
|
70
Netflix
NFLX
$521B
| $1.06M | 0.24% |
2,803
+303
| +12% | +$114K |
|
71
Vanguard Energy ETF
VDE
$7.28B
| $1.06M | 0.24% |
8,348
-2,979
| -26% | -$378K |
|
72
American Express
AXP
$225B
| $1.05M | 0.24% |
7,033
-44
| -0.6% | -$6.56K |
|
73
Meta Platforms (Facebook)
META
$1.85T
| $1.03M | 0.24% |
3,438
-89
| -3% | -$26.7K |
|
74
Public Service Enterprise Group
PEG
$40.6B
| $1.03M | 0.24% |
18,090
+12
| +0.1% | +$683 |
|
75
McDonald's
MCD
$226B
| $1.01M | 0.23% |
3,829
-88
| -2% | -$23.2K |
|