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
$653M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.77M
3
+$761K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$575K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$409K

Top Sells

1
+$3.44M
2
+$2.09M
3
+$1.21M
4
AAPL icon
Apple
AAPL
+$828K
5
FSIG icon
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
+$641K

Sector Composition

1 Technology 12.71%
2 Financials 3.17%
3 Consumer Discretionary 2.98%
4 Communication Services 2.74%
5 Consumer Staples 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPTM icon
76
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.8B
$1.34M 0.21%
16,670
-467
ONEO icon
77
State Street SPDR Russell 1000 Momentum Focus ETF
ONEO
$96.4M
$1.33M 0.2%
10,324
-43
LQTI
78
FT Vest Investment Grade & Target Income ETF
LQTI
$198M
$1.29M 0.2%
63,112
+37,293
PG icon
79
Procter & Gamble
PG
$341B
$1.28M 0.2%
8,335
-515
RSP icon
80
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
$1.25M 0.19%
6,586
+89
IWF icon
81
iShares Russell 1000 Growth ETF
IWF
$126B
$1.24M 0.19%
2,638
-67
IBND icon
82
SPDR Bloomberg International Corporate Bond ETF
IBND
$382M
$1.23M 0.19%
38,246
-925
FALN icon
83
iShares Fallen Angels USD Bond ETF
FALN
$1.77B
$1.23M 0.19%
44,432
+129
VBR icon
84
Vanguard Small-Cap Value ETF
VBR
$31.6B
$1.22M 0.19%
5,836
-5
SPYD icon
85
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.26B
$1.21M 0.19%
27,591
+1,317
VOOG icon
86
Vanguard S&P 500 Growth ETF
VOOG
$21.5B
$1.17M 0.18%
2,690
-1
RDVI icon
87
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$2.54B
$1.15M 0.18%
44,480
+86
LLY icon
88
Eli Lilly
LLY
$936B
$1.14M 0.17%
1,493
+259
XOM icon
89
Exxon Mobil
XOM
$487B
$1.13M 0.17%
9,975
+1,050
BAC icon
90
Bank of America
BAC
$388B
$1.12M 0.17%
21,755
+46
SMLV icon
91
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$200M
$1.11M 0.17%
8,550
+70
QTUM icon
92
Defiance Quantum ETF
QTUM
$3.01B
$1.09M 0.17%
10,392
+1,182
CEG icon
93
Constellation Energy
CEG
$114B
$1.07M 0.16%
3,255
+70
SPTI icon
94
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.58B
$1.07M 0.16%
37,063
-428
CWH icon
95
Camping World
CWH
$712M
$1.06M 0.16%
66,804
-3,059
IBIT icon
96
iShares Bitcoin Trust
IBIT
$70.8B
$1.03M 0.16%
15,879
+1,821
ECOW icon
97
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
$127M
$1.02M 0.16%
41,766
+1,825
BBIN icon
98
JPMorgan BetaBuilders International Equity ETF
BBIN
$5.94B
$1.02M 0.16%
14,546
-189
RTX icon
99
RTX Corp
RTX
$226B
$937K 0.14%
5,597
+8
VEU icon
100
Vanguard FTSE All-World ex-US ETF
VEU
$52.2B
$936K 0.14%
13,110
-1
2 3
4
5 6