IA

Insight Advisors Portfolio holdings

AUM $525M
1-Year Est. Return 15.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$525M
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.42M
3
+$2.3M
4
TROW icon
T. Rowe Price
TROW
+$1.58M
5
YELP icon
Yelp
YELP
+$1.43M

Top Sells

1
+$15.2M
2
+$15.2M
3
+$8.09M
4
WTV icon
WisdomTree US Value Fund
WTV
+$8.08M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$7.99M

Sector Composition

1 Technology 13.73%
2 Communication Services 3.51%
3 Financials 3.37%
4 Consumer Discretionary 2.71%
5 Healthcare 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAC icon
76
Bank of America
BAC
$372B
$1.07M 0.2%
21,873
+48
BBIN icon
77
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.51B
$1.06M 0.2%
14,497
+27
HGRO
78
Hedgeye Quality Growth ETF
HGRO
$123M
$1.05M 0.2%
37,754
+9,180
AGGY icon
79
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$875M
$1.02M 0.19%
23,508
-181,329
SMH icon
80
VanEck Semiconductor ETF
SMH
$71.4B
$943K 0.18%
2,459
+81
SLV icon
81
iShares Silver Trust
SLV
$36.3B
$935K 0.18%
13,716
-3,220
AXP icon
82
American Express
AXP
$212B
$933K 0.18%
3,083
-2,507
CEG icon
83
Constellation Energy
CEG
$98.5B
$923K 0.18%
3,304
+2
IJR icon
84
iShares Core S&P Small-Cap ETF
IJR
$104B
$921K 0.18%
7,409
-504
CAT icon
85
Caterpillar
CAT
$419B
$914K 0.17%
1,291
-19
SCHD icon
86
Schwab US Dividend Equity ETF
SCHD
$94.4B
$904K 0.17%
29,467
-180,046
AOA icon
87
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.2B
$849K 0.16%
9,589
+5
MU icon
88
Micron Technology
MU
$1.2T
$841K 0.16%
2,489
+4
FV icon
89
First Trust Dorsey Wright Focus 5 ETF
FV
$3.83B
$838K 0.16%
13,868
-5
PEG icon
90
Public Service Enterprise Group
PEG
$39B
$825K 0.16%
10,193
-6,820
FBND icon
91
Fidelity Total Bond ETF
FBND
$26.1B
$821K 0.16%
17,988
+291
VTI icon
92
Vanguard Total Stock Market ETF
VTI
$660B
$817K 0.16%
2,548
+338
SHAG icon
93
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$42.7M
$813K 0.15%
17,097
+435
PCAR icon
94
PACCAR
PCAR
$59.4B
$793K 0.15%
6,864
-92
PDBC icon
95
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.29B
$752K 0.14%
43,444
-1,431
XLE icon
96
State Street Energy Select Sector SPDR ETF
XLE
$39.7B
$752K 0.14%
12,272
-192
SPLB icon
97
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.27B
$747K 0.14%
33,597
+2,110
IJH icon
98
iShares Core S&P Mid-Cap ETF
IJH
$120B
$730K 0.14%
10,807
-53,043
LMT icon
99
Lockheed Martin
LMT
$118B
$725K 0.14%
1,199
+3
DE icon
100
Deere & Co
DE
$156B
$718K 0.14%
1,274
-19
2 3
4
5 6