IA

Insight Advisors Portfolio holdings

AUM $620M
This Quarter Return
-1.91%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$437M
AUM Growth
+$437M
Cap. Flow
-$55.8K
Cap. Flow %
-0.01%
Top 10 Hldgs %
52.04%
Holding
293
New
9
Increased
99
Reduced
129
Closed
18

Top Buys

1
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
$3.74M
2
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.1M
3
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
$2.28M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
$1.54M
5
AVGO icon
Broadcom
AVGO
$1.16M

Top Sells

1
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$2.56M
2
FVD icon
First Trust Value Line Dividend Fund
FVD
$2.56M
3
SMDV icon
ProShares Russell 2000 Dividend Growers ETF
SMDV
$2.46M
4
C icon
Citigroup
C
$1.59M
5
GAPR icon
FT Vest US Equity Moderate Buffer ETF April
GAPR
$717K

Sector Composition

1 Technology 9.83%
2 Consumer Discretionary 4.24%
3 Financials 3.15%
4 Healthcare 2.09%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
ONEO icon
76
SPDR Russell 1000 Momentum Focus ETF
ONEO
$95.4M
$1M 0.23%
10,645
+39
+0.4% +$3.67K
WFC icon
77
Wells Fargo
WFC
$258B
$973K 0.22%
23,802
-124
-0.5% -$5.07K
GOOG icon
78
Alphabet (Google) Class C
GOOG
$2.79T
$966K 0.22%
7,329
+22
+0.3% +$2.9K
PYPL icon
79
PayPal
PYPL
$66.5B
$966K 0.22%
16,519
-1,586
-9% -$92.7K
VBR icon
80
Vanguard Small-Cap Value ETF
VBR
$31.2B
$953K 0.22%
5,978
– –
AGGY icon
81
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$810M
$946K 0.22%
22,800
+35
+0.2% +$1.45K
SPLG icon
82
SPDR Portfolio S&P 500 ETF
SPLG
$83.4B
$940K 0.21%
18,705
-5
-0% -$251
EDIV icon
83
SPDR S&P Emerging Markets Dividend ETF
EDIV
$864M
$937K 0.21%
+31,470
New +$937K
SNSR icon
84
Global X Internet of Things ETF
SNSR
$222M
$911K 0.21%
29,733
+2,946
+11% +$90.2K
SPYD icon
85
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.23B
$896K 0.2%
25,539
+188
+0.7% +$6.59K
BOTZ icon
86
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.81B
$894K 0.2%
36,151
+8,581
+31% +$212K
PCAR icon
87
PACCAR
PCAR
$50.5B
$883K 0.2%
10,389
+322
+3% +$27.4K
FV icon
88
First Trust Dorsey Wright Focus 5 ETF
FV
$3.69B
$872K 0.2%
19,681
-1,384
-7% -$61.3K
SMLV icon
89
SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV
$204M
$870K 0.2%
8,798
+63
+0.7% +$6.23K
SPTM icon
90
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$867K 0.2%
16,525
-63
-0.4% -$3.31K
PHYS icon
91
Sprott Physical Gold
PHYS
$12.7B
$850K 0.19%
59,330
-7,800
-12% -$112K
SITE icon
92
SiteOne Landscape Supply
SITE
$6.37B
$835K 0.19%
5,106
– –
BA icon
93
Boeing
BA
$176B
$824K 0.19%
4,299
+406
+10% +$77.8K
XLV icon
94
Health Care Select Sector SPDR Fund
XLV
$33.8B
$823K 0.19%
6,396
-196
-3% -$25.2K
VOOG icon
95
Vanguard S&P 500 Growth ETF
VOOG
$19.2B
$814K 0.19%
3,300
-566
-15% -$140K
RSP icon
96
Invesco S&P 500 Equal Weight ETF
RSP
$73.5B
$803K 0.18%
5,668
+2,797
+97% +$396K
FLG
97
Flagstar Financial, Inc.
FLG
$5.33B
$800K 0.18%
23,524
+1,634
+7% +$55.6K
AOA icon
98
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.51B
$771K 0.18%
12,140
-307
-2% -$19.5K
FALN icon
99
iShares Fallen Angels USD Bond ETF
FALN
$1.86B
$769K 0.18%
31,022
+271
+0.9% +$6.72K
IBM icon
100
IBM
IBM
$227B
$765K 0.17%
5,449
-207
-4% -$29K
2 3
4
5 6