IA
Insight Advisors Portfolio holdings
AUM
$620M
This Quarter Return
+4.1%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$574M
AUM Growth
+$574M
(+4.9%)
Cap. Flow
+$10.6M
Cap. Flow
% of AUM
1.85%
Top 10 Holdings %
Top 10 Hldgs %
51.02%
Holding
302
New
17
Increased
136
Reduced
114
Closed
9
Top Buys
Top Sells
| 1 |
WisdomTree US MidCap Dividend Fund
DON
|
$2.73M |
| 2 |
WisdomTree International Multifactor Fund
DWMF
|
$1.61M |
| 3 |
WisdomTree International SmallCap Dividend Fund
DLS
|
$1.57M |
| 4 |
NVIDIA
NVDA
|
$1.24M |
| 5 |
SPDR Portfolio TIPS ETF
SPIP
|
$1.11M |
Sector Composition
| 1 | Technology | 11.97% |
| 2 | Consumer Discretionary | 3.24% |
| 3 | Financials | 3.06% |
| 4 | Communication Services | 2.16% |
| 5 | Healthcare | 1.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Netflix
NFLX
$521B
| $1.81M | 0.31% |
2,549
-245
| -9% | -$174K |
|
52
Camping World
CWH
$1.08B
| $1.75M | 0.3% |
72,113
+362
| +0.5% | +$8.77K |
|
53
Intel
INTC
$105B
| $1.74M | 0.3% |
+74,084
| New | +$1.74M |
|
54
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
| $1.73M | 0.3% |
51,292
+3,638
| +8% | +$123K |
|
55
Vanguard Mid-Cap Value ETF
VOE
$18.6B
| $1.7M | 0.29% |
10,117
+4
| +0% | +$671 |
|
56
American Express
AXP
$225B
| $1.67M | 0.29% |
6,147
-237
| -4% | -$64.3K |
|
57
Walmart
WMT
$793B
| $1.62M | 0.28% |
20,023
+202
| +1% | +$16.3K |
|
58
Pfizer
PFE
$141B
| $1.61M | 0.28% |
55,678
-767
| -1% | -$22.2K |
|
59
Palo Alto Networks
PANW
$128B
| $1.6M | 0.28% |
9,374
+370
| +4% | +$63.2K |
|
60
iShares S&P 500 Growth ETF
IVW
$63.2B
| $1.58M | 0.27% |
16,517
+35
| +0.2% | +$3.35K |
|
61
Procter & Gamble
PG
$370B
| $1.54M | 0.27% |
8,911
-88
| -1% | -$15.2K |
|
62
Schwab US Large-Cap Growth ETF
SCHG
$48B
| $1.54M | 0.27% |
59,084
-19,736
| -25% | -$514K |
|
63
WisdomTree US LargeCap Fund
EPS
$1.22B
| $1.53M | 0.26% |
25,488
-14,321
| -36% | -$860K |
|
64
Home Depot
HD
$406B
| $1.53M | 0.26% |
3,767
-165
| -4% | -$66.8K |
|
65
Public Service Enterprise Group
PEG
$40.6B
| $1.52M | 0.26% |
17,022
-1,003
| -6% | -$89.5K |
|
66
WisdomTree Japan Hedged Equity Fund
DXJ
$3.72B
| $1.49M | 0.26% |
+14,098
| New | +$1.49M |
|
67
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
| $1.48M | 0.25% |
13,841
-5,329
| -28% | -$569K |
|
68
SPDR Portfolio S&P 500 ETF
SPLG
$83.4B
| $1.47M | 0.25% |
21,774
+590
| +3% | +$39.8K |
|
69
Wells Fargo
WFC
$258B
| $1.36M | 0.23% |
24,014
-18
| -0.1% | -$1.02K |
|
70
SPDR Russell 1000 Momentum Focus ETF
ONEO
$95.4M
| $1.34M | 0.23% |
11,313
+446
| +4% | +$53K |
|
71
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.23B
| $1.3M | 0.22% |
28,569
+443
| +2% | +$20.2K |
|
72
WisdomTree Floating Rate Treasury Fund
USFR
$18.8B
| $1.28M | 0.22% |
25,432
+2,634
| +12% | +$132K |
|
|
QHY
73
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$199M
| $1.24M | 0.21% |
26,848
+7,033
| +35% | +$325K |
|
74
IBM
IBM
$227B
| $1.23M | 0.21% |
5,545
+56
| +1% | +$12.4K |
|
75
SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV
$204M
| $1.22M | 0.21% |
9,811
+173
| +2% | +$21.5K |
|