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
HD icon
76
Home Depot
HD
$374B
$1.26M 0.2%
3,443
-93
PAVE icon
77
Global X US Infrastructure Development ETF
PAVE
$9.66B
$1.25M 0.2%
28,739
+270
FALN icon
78
iShares Fallen Angels USD Bond ETF
FALN
$1.81B
$1.2M 0.19%
44,303
-2,241
CWH icon
79
Camping World
CWH
$725M
$1.2M 0.19%
69,863
-642
RSP icon
80
Invesco S&P 500 Equal Weight ETF
RSP
$74.7B
$1.18M 0.19%
6,497
+2
IWF icon
81
iShares Russell 1000 Growth ETF
IWF
$126B
$1.15M 0.18%
2,705
+2
VBR icon
82
Vanguard Small-Cap Value ETF
VBR
$31.4B
$1.14M 0.18%
5,841
SPYD icon
83
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.25B
$1.12M 0.18%
26,274
-787
RDVI icon
84
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$2.35B
$1.1M 0.18%
44,394
+1,155
SPTI icon
85
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.24B
$1.08M 0.17%
37,491
-105
DFII
86
FT Vest Bitcoin Strategy & Target Income ETF
DFII
$12.6M
$1.07M 0.17%
+44,797
VOOG icon
87
Vanguard S&P 500 Growth ETF
VOOG
$20.9B
$1.07M 0.17%
2,691
-187
SMLV icon
88
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$198M
$1.06M 0.17%
8,480
-343
CEG icon
89
Constellation Energy
CEG
$110B
$1.03M 0.16%
3,185
+17
BAC icon
90
Bank of America
BAC
$392B
$1.03M 0.16%
21,709
-942
BBIN icon
91
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.14B
$995K 0.16%
14,735
-604
XOM icon
92
Exxon Mobil
XOM
$507B
$962K 0.15%
8,925
+12
LLY icon
93
Eli Lilly
LLY
$887B
$961K 0.15%
1,234
+127
COWZ icon
94
Pacer US Cash Cows 100 ETF
COWZ
$19.8B
$940K 0.15%
17,058
-54,274
FTHY
95
First Trust High Yield Opportunities 2027 Term Fund
FTHY
$520M
$933K 0.15%
62,825
+3,577
ECOW icon
96
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
$120M
$882K 0.14%
+39,941
VEU icon
97
Vanguard FTSE All-World ex-US ETF
VEU
$52B
$881K 0.14%
13,111
+3
IBIT icon
98
iShares Bitcoin Trust
IBIT
$78.7B
$860K 0.14%
14,058
+460
QTUM icon
99
Defiance Quantum ETF
QTUM
$2.53B
$846K 0.14%
9,210
+240
VYM icon
100
Vanguard High Dividend Yield ETF
VYM
$65.9B
$844K 0.14%
6,329
2 3
4
5 6