IA
Insight Advisors Portfolio holdings
AUM
$620M
This Quarter Return
+8.23%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$620M
AUM Growth
+$620M
(+8.7%)
Cap. Flow
+$11.8M
Cap. Flow
% of AUM
1.9%
Top 10 Holdings %
Top 10 Hldgs %
52.95%
Holding
300
New
25
Increased
100
Reduced
129
Closed
20
Top Buys
Top Sells
| 1 |
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
|
$5.63M |
| 2 |
WisdomTree US Multifactor Fund
USMF
|
$4.74M |
| 3 |
NVIDIA
NVDA
|
$4.64M |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
$2.99M |
| 5 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$2.45M |
Sector Composition
| 1 | Technology | 11.6% |
| 2 | Financials | 3.2% |
| 3 | Consumer Discretionary | 2.99% |
| 4 | Communication Services | 2.43% |
| 5 | Consumer Staples | 1.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Palo Alto Networks
PANW
$127B
| $2.01M | 0.32% |
9,833
+92
| +0.9% | +$18.8K |
|
52
Wells Fargo
WFC
$263B
| $1.93M | 0.31% |
24,098
+25
| +0.1% | +$2K |
|
|
QHY
53
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$199M
| $1.86M | 0.3% |
40,423
+2,425
| +6% | +$112K |
|
54
Merck
MRK
$210B
| $1.82M | 0.29% |
23,007
-153
| -0.7% | -$12.1K |
|
55
American Express
AXP
$231B
| $1.81M | 0.29% |
5,686
-196
| -3% | -$62.5K |
|
56
SPDR Portfolio S&P 500 ETF
SPLG
$83.6B
| $1.73M | 0.28% |
23,834
-13
| -0.1% | -$945 |
|
57
Johnson & Johnson
JNJ
$427B
| $1.7M | 0.27% |
11,108
+22
| +0.2% | +$3.36K |
|
58
Vanguard Dividend Appreciation ETF
VIG
$95.4B
| $1.66M | 0.27% |
8,120
-2,729
| -25% | -$559K |
|
59
iShares S&P 500 Growth ETF
IVW
$63.1B
| $1.66M | 0.27% |
15,086
+5
| +0% | +$550 |
|
60
iShares Core Dividend Growth ETF
DGRO
$33.7B
| $1.66M | 0.27% |
25,926
-11,814
| -31% | -$755K |
|
61
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
| $1.65M | 0.26% |
49,014
-2,844
| -5% | -$95.5K |
|
62
Vanguard Mid-Cap Value ETF
VOE
$18.8B
| $1.64M | 0.26% |
9,985
-50
| -0.5% | -$8.22K |
|
63
Walmart
WMT
$774B
| $1.63M | 0.26% |
16,663
-621
| -4% | -$60.7K |
|
64
IBM
IBM
$227B
| $1.57M | 0.25% |
5,320
+16
| +0.3% | +$4.72K |
|
65
JPMorgan Chase
JPM
$829B
| $1.45M | 0.23% |
4,999
+41
| +0.8% | +$11.9K |
|
66
Public Service Enterprise Group
PEG
$41.1B
| $1.43M | 0.23% |
17,011
+1
| +0% | +$84 |
|
67
iShares Agency Bond ETF
AGZ
$616M
| $1.42M | 0.23% |
12,977
-11
| -0.1% | -$1.21K |
|
68
Procter & Gamble
PG
$368B
| $1.41M | 0.23% |
8,850
-37
| -0.4% | -$5.9K |
|
69
Palantir
PLTR
$372B
| $1.38M | 0.22% |
10,091
+2,523
| +33% | +$344K |
|
70
Sprott Physical Gold
PHYS
$12B
| $1.37M | 0.22% |
53,944
-53
| -0.1% | -$1.34K |
|
71
Vanguard Mega Cap Growth ETF
MGK
$28.9B
| $1.32M | 0.21% |
3,598
-25
| -0.7% | -$9.16K |
|
72
Intel
INTC
$107B
| $1.3M | 0.21% |
58,246
| – | – |
|
73
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
| $1.28M | 0.21% |
17,137
-290
| -2% | -$21.7K |
|
74
SPDR Russell 1000 Momentum Focus ETF
ONEO
$95.9M
| $1.28M | 0.21% |
10,367
-431
| -4% | -$53.2K |
|
75
SPDR Bloomberg International Corporate Bond ETF
IBND
$447M
| $1.28M | 0.2% |
39,171
-257
| -0.7% | -$8.38K |
|