IA
Insight Advisors Portfolio holdings
AUM
$620M
This Quarter Return
-2.38%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$571M
AUM Growth
+$571M
(-2.2%)
Cap. Flow
+$6.88M
Cap. Flow
% of AUM
1.21%
Top 10 Holdings %
Top 10 Hldgs %
53.01%
Holding
296
New
13
Increased
125
Reduced
104
Closed
21
Top Buys
| 1 |
WisdomTree US Value Fund
WTV
|
$3.57M |
| 2 |
Alpha Architect Tail Risk ETF
CAOS
|
$2.26M |
| 3 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
$2.02M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.5M |
| 5 |
WisdomTree US Quality Growth Fund
QGRW
|
$1.45M |
Top Sells
Sector Composition
| 1 | Technology | 10.88% |
| 2 | Financials | 3.37% |
| 3 | Consumer Discretionary | 2.99% |
| 4 | Communication Services | 2.23% |
| 5 | Consumer Staples | 1.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Tesla
TSLA
$1.08T
| $1.78M | 0.31% |
6,858
-2,039
| -23% | -$528K |
|
52
Advanced Micro Devices
AMD
$264B
| $1.77M | 0.31% |
17,206
+1,120
| +7% | +$115K |
|
53
Wells Fargo
WFC
$263B
| $1.73M | 0.3% |
24,073
+125
| +0.5% | +$8.97K |
|
54
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
| $1.72M | 0.3% |
51,858
+1,450
| +3% | +$48.2K |
|
|
QHY
55
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$199M
| $1.71M | 0.3% |
37,998
+5,742
| +18% | +$259K |
|
56
Palo Alto Networks
PANW
$127B
| $1.66M | 0.29% |
9,741
+49
| +0.5% | +$8.36K |
|
57
Vanguard Mid-Cap Value ETF
VOE
$18.8B
| $1.61M | 0.28% |
10,035
-58
| -0.6% | -$9.31K |
|
58
American Express
AXP
$231B
| $1.58M | 0.28% |
5,882
-126
| -2% | -$33.9K |
|
59
SPDR Portfolio S&P 500 ETF
SPLG
$83.6B
| $1.57M | 0.27% |
23,847
-2,345
| -9% | -$154K |
|
60
Walmart
WMT
$774B
| $1.52M | 0.26% |
17,284
-8
| -0% | -$702 |
|
61
Procter & Gamble
PG
$368B
| $1.51M | 0.26% |
8,887
-38
| -0.4% | -$6.48K |
|
62
iShares Agency Bond ETF
AGZ
$616M
| $1.42M | 0.25% |
12,988
+837
| +7% | +$91.6K |
|
63
iShares S&P 500 Growth ETF
IVW
$63.1B
| $1.4M | 0.24% |
15,081
-1,637
| -10% | -$152K |
|
64
Public Service Enterprise Group
PEG
$41.1B
| $1.4M | 0.24% |
17,010
+2
| +0% | +$165 |
|
65
Intel
INTC
$107B
| $1.32M | 0.23% |
58,246
-2,767
| -5% | -$62.8K |
|
66
IBM
IBM
$227B
| $1.32M | 0.23% |
5,304
-101
| -2% | -$25.1K |
|
67
Sprott Physical Gold
PHYS
$12B
| $1.3M | 0.23% |
53,997
-125
| -0.2% | -$3.01K |
|
68
Home Depot
HD
$405B
| $1.3M | 0.23% |
3,536
-215
| -6% | -$78.8K |
|
69
iShares Fallen Angels USD Bond ETF
FALN
$1.87B
| $1.25M | 0.22% |
46,544
+1,993
| +4% | +$53.4K |
|
70
SPDR Russell 1000 Momentum Focus ETF
ONEO
$95.9M
| $1.24M | 0.22% |
10,798
-272
| -2% | -$31.3K |
|
71
JPMorgan Chase
JPM
$829B
| $1.22M | 0.21% |
4,958
+235
| +5% | +$57.6K |
|
72
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.63B
| $1.22M | 0.21% |
25,164
-15,559
| -38% | -$752K |
|
73
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.3B
| $1.2M | 0.21% |
27,061
-901
| -3% | -$39.9K |
|
74
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
| $1.19M | 0.21% |
17,427
+1,612
| +10% | +$110K |
|
75
SPDR Bloomberg International Corporate Bond ETF
IBND
$447M
| $1.16M | 0.2% |
39,428
+1,276
| +3% | +$37.6K |
|