IA

Insight Advisors Portfolio holdings

AUM $653M
1-Year Est. Return 15.09%
This Quarter Est. Return
1 Year Est. Return
+15.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$620M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$4.12M
3
+$3.45M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.42M
5
WTV icon
WisdomTree US Value Fund
WTV
+$3.42M

Top Sells

1
+$5.63M
2
+$4.74M
3
+$4.64M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.99M
5
CALF icon
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 Change
in Stake 		Capital Flow
PANW icon
51
Palo Alto Networks
PANW
$147B
$2.01M 0.32%
9,833
+92
WFC icon
52
Wells Fargo
WFC
$271B
$1.93M 0.31%
24,098
+25
QHY
53
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$205M
$1.86M 0.3%
40,423
+2,425
MRK icon
54
Merck
MRK
$225B
$1.82M 0.29%
23,007
-153
AXP icon
55
American Express
AXP
$256B
$1.81M 0.29%
5,686
-196
SPYM
56
State Street SPDR Portfolio S&P 500 ETF
SPYM
$90.8B
$1.73M 0.28%
23,834
-13
JNJ icon
57
Johnson & Johnson
JNJ
$465B
$1.7M 0.27%
11,108
+22
VIG icon
58
Vanguard Dividend Appreciation ETF
VIG
$99.3B
$1.66M 0.27%
8,120
-2,729
IVW icon
59
iShares S&P 500 Growth ETF
IVW
$67.8B
$1.66M 0.27%
15,086
+5
DGRO icon
60
iShares Core Dividend Growth ETF
DGRO
$35.8B
$1.66M 0.27%
25,926
-11,814
SPIB icon
61
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
$1.65M 0.26%
49,014
-2,844
VOE icon
62
Vanguard Mid-Cap Value ETF
VOE
$19.3B
$1.64M 0.26%
9,985
-50
WMT icon
63
Walmart
WMT
$825B
$1.63M 0.26%
16,663
-621
IBM icon
64
IBM
IBM
$294B
$1.57M 0.25%
5,320
+16
JPM icon
65
JPMorgan Chase
JPM
$862B
$1.45M 0.23%
4,999
+41
PEG icon
66
Public Service Enterprise Group
PEG
$41.8B
$1.43M 0.23%
17,011
+1
AGZ icon
67
iShares Agency Bond ETF
AGZ
$608M
$1.42M 0.23%
12,977
-11
PG icon
68
Procter & Gamble
PG
$346B
$1.41M 0.23%
8,850
-37
PLTR icon
69
Palantir
PLTR
$457B
$1.38M 0.22%
10,091
+2,523
PHYS icon
70
Sprott Physical Gold
PHYS
$15.1B
$1.37M 0.22%
53,944
-53
MGK icon
71
Vanguard Mega Cap Growth ETF
MGK
$32B
$1.32M 0.21%
3,598
-25
INTC icon
72
Intel
INTC
$181B
$1.3M 0.21%
58,246
SPTM icon
73
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.8B
$1.28M 0.21%
17,137
-290
ONEO icon
74
State Street SPDR Russell 1000 Momentum Focus ETF
ONEO
$96.2M
$1.28M 0.21%
10,367
-431
IBND icon
75
SPDR Bloomberg International Corporate Bond ETF
IBND
$459M
$1.28M 0.2%
39,171
-257
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3
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