IA

Insight Advisors Portfolio holdings

AUM $620M
This Quarter Return
-3.93%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$334M
AUM Growth
+$334M
Cap. Flow
+$18.1M
Cap. Flow %
5.43%
Top 10 Hldgs %
23.21%
Holding
355
New
42
Increased
131
Reduced
117
Closed
39

Top Buys

1
GOOGL icon
Alphabet (Google) Class A
GOOGL
$1.7M
2
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
$1.41M
3
IGLD icon
FT Vest Gold Strategy Target Income ETF
IGLD
$1.37M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$1.19M
5
GLD icon
SPDR Gold Trust
GLD
$1.16M

Top Sells

1
ROKU icon
Roku
ROKU
$1.93M
2
NVDA icon
NVIDIA
NVDA
$1.41M
3
AAPL icon
Apple
AAPL
$1.02M
4
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
$956K
5
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$895K

Sector Composition

1 Technology 14.45%
2 Consumer Discretionary 8.82%
3 Financials 6.95%
4 Communication Services 4.18%
5 Consumer Staples 3.39%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
LMBS icon
76
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.3B
$1.19M 0.36%
+24,313
New +$1.19M
WFC icon
77
Wells Fargo
WFC
$258B
$1.19M 0.36%
24,498
+37
+0.2% +$1.79K
BLK icon
78
Blackrock
BLK
$170B
$1.16M 0.35%
1,520
+928
+157% +$709K
FSR
79
DELISTED
Fisker Inc.
FSR
$1.16M 0.35%
90,103
-12,000
-12% -$155K
COST icon
80
Costco
COST
$421B
$1.13M 0.34%
1,968
+271
+16% +$156K
VZ icon
81
Verizon
VZ
$184B
$1.13M 0.34%
22,205
+3,198
+17% +$163K
IHDG icon
82
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.31B
$1.11M 0.33%
25,801
-2,434
-9% -$105K
DGS icon
83
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.63B
$1.11M 0.33%
20,748
+9,080
+78% +$484K
FALN icon
84
iShares Fallen Angels USD Bond ETF
FALN
$1.86B
$1.1M 0.33%
39,442
-5,147
-12% -$143K
FLG
85
Flagstar Financial, Inc.
FLG
$5.33B
$1.09M 0.33%
101,170
+20,000
+25% +$214K
VBR icon
86
Vanguard Small-Cap Value ETF
VBR
$31.2B
$1.08M 0.32%
6,151
-32
-0.5% -$5.63K
SPYD icon
87
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.23B
$1.08M 0.32%
24,612
-1,123
-4% -$49.4K
PEG icon
88
Public Service Enterprise Group
PEG
$40.6B
$1.06M 0.32%
15,093
+1
+0% +$70
V icon
89
Visa
V
$681B
$1.05M 0.32%
4,751
+1,841
+63% +$408K
CAT icon
90
Caterpillar
CAT
$194B
$1.02M 0.31%
4,591
+1,941
+73% +$433K
SMLV icon
91
SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV
$204M
$1.02M 0.3%
8,902
+180
+2% +$20.5K
SPLG icon
92
SPDR Portfolio S&P 500 ETF
SPLG
$83.4B
$1.01M 0.3%
19,002
+1,574
+9% +$83.7K
ABBV icon
93
AbbVie
ABBV
$374B
$1.01M 0.3%
6,217
+2,373
+62% +$385K
ONEO icon
94
SPDR Russell 1000 Momentum Focus ETF
ONEO
$95.4M
$998K 0.3%
9,948
+828
+9% +$83.1K
AMAT icon
95
Applied Materials
AMAT
$124B
$997K 0.3%
7,559
+3,932
+108% +$519K
TZA icon
96
Direxion Daily Small Cap Bear 3x Shares
TZA
$302M
$986K 0.3%
+32,180
New +$986K
HSY icon
97
Hershey
HSY
$37.4B
$965K 0.29%
4,457
+670
+18% +$145K
SPLB icon
98
SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$894M
$964K 0.29%
34,677
-7,728
-18% -$215K
PLBY icon
99
Playboy, Inc. Common Stock
PLBY
$177M
$958K 0.29%
+73,180
New +$958K
SPTM icon
100
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$953K 0.29%
17,138
-1,231
-7% -$68.5K
2 3
4
5 6