IA

Insight Advisors Portfolio holdings

AUM $620M
This Quarter Return
+7.62%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$473M
AUM Growth
+$473M
Cap. Flow
+$6.66M
Cap. Flow %
1.41%
Top 10 Hldgs %
51.56%
Holding
295
New
20
Increased
98
Reduced
141
Closed
11

Top Buys

1
CAOS icon
Alpha Architect Tail Risk ETF
CAOS
$2.32M
2
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
$2.11M
3
SPY icon
SPDR S&P 500 ETF Trust
SPY
$2.02M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
$1.71M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
$1.15M

Top Sells

1
INTC icon
Intel
INTC
$1.9M
2
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.57M
3
SMDV icon
ProShares Russell 2000 Dividend Growers ETF
SMDV
$1.54M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
$1.54M
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
$784K

Sector Composition

1 Technology 10.26%
2 Consumer Discretionary 4.18%
3 Financials 3.07%
4 Healthcare 2.01%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
XSOE icon
51
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.95B
$1.58M 0.33%
54,613
-17,463
-24% -$504K
PFE icon
52
Pfizer
PFE
$141B
$1.57M 0.33%
54,360
+15,304
+39% +$441K
CLOU icon
53
Global X Cloud Computing ETF
CLOU
$309M
$1.54M 0.33%
68,018
+8,581
+14% +$194K
VOE icon
54
Vanguard Mid-Cap Value ETF
VOE
$18.6B
$1.47M 0.31%
10,113
-68
-0.7% -$9.86K
PG icon
55
Procter & Gamble
PG
$370B
$1.42M 0.3%
9,692
-59
-0.6% -$8.65K
ADP icon
56
Automatic Data Processing
ADP
$121B
$1.37M 0.29%
5,859
– –
NFLX icon
57
Netflix
NFLX
$521B
$1.36M 0.29%
2,801
-2
-0.1% -$974
DRIV icon
58
Global X Autonomous & Electric Vehicles ETF
DRIV
$332M
$1.35M 0.29%
54,839
-2,128
-4% -$52.5K
DGS icon
59
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.63B
$1.29M 0.27%
25,916
-10,829
-29% -$541K
AXP icon
60
American Express
AXP
$225B
$1.28M 0.27%
6,841
-192
-3% -$36K
PEP icon
61
PepsiCo
PEP
$203B
$1.25M 0.27%
7,388
+53
+0.7% +$9K
IVW icon
62
iShares S&P 500 Growth ETF
IVW
$63.2B
$1.25M 0.26%
16,584
-56
-0.3% -$4.21K
SPIB icon
63
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
$1.23M 0.26%
37,460
+167
+0.4% +$5.48K
META icon
64
Meta Platforms (Facebook)
META
$1.85T
$1.22M 0.26%
3,459
+21
+0.6% +$7.43K
WFC icon
65
Wells Fargo
WFC
$258B
$1.17M 0.25%
23,847
+45
+0.2% +$2.22K
SMAY icon
66
FT Vest US Small Cap Moderate Buffer ETF May
SMAY
$99.8M
$1.17M 0.25%
53,161
-33,409
-39% -$736K
DWMF icon
67
WisdomTree International Multifactor Fund
DWMF
$38M
$1.14M 0.24%
45,118
-2,843
-6% -$71.9K
MCD icon
68
McDonald's
MCD
$226B
$1.13M 0.24%
3,796
-33
-0.9% -$9.79K
BOTZ icon
69
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.81B
$1.12M 0.24%
39,420
+3,269
+9% +$93.2K
BRK.B icon
70
Berkshire Hathaway Class B
BRK.B
$1.08T
$1.12M 0.24%
3,149
+2
+0.1% +$713
ONEO icon
71
SPDR Russell 1000 Momentum Focus ETF
ONEO
$95.4M
$1.12M 0.24%
10,694
+49
+0.5% +$5.12K
WMT icon
72
Walmart
WMT
$793B
$1.11M 0.24%
21,195
+762
+4% +$40K
PEG icon
73
Public Service Enterprise Group
PEG
$40.6B
$1.11M 0.23%
18,085
-5
-0% -$306
RSP icon
74
Invesco S&P 500 Equal Weight ETF
RSP
$73.5B
$1.08M 0.23%
6,858
+1,190
+21% +$188K
SNSR icon
75
Global X Internet of Things ETF
SNSR
$222M
$1.08M 0.23%
30,453
+720
+2% +$25.4K
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