IA

Insight Advisors Portfolio holdings

AUM $620M
This Quarter Return
+8.23%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$620M
AUM Growth
+$620M
Cap. Flow
+$11.8M
Cap. Flow %
1.9%
Top 10 Hldgs %
52.95%
Holding
300
New
25
Increased
100
Reduced
129
Closed
20

Top Buys

1
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
$7.19M
2
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
$4.12M
3
LCOW
Pacer S&P 500 Quality FCF Aristocrats ETF
LCOW
$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
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$5.63M
2
USMF icon
WisdomTree US Multifactor Fund
USMF
$4.74M
3
NVDA icon
NVIDIA
NVDA
$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 Shares
Change % 		Capital Flow
HD icon
76
Home Depot
HD
$405B
$1.26M 0.2%
3,443
-93
-3% -$34.1K
PAVE icon
77
Global X US Infrastructure Development ETF
PAVE
$9.37B
$1.25M 0.2%
28,739
+270
+0.9% +$11.8K
FALN icon
78
iShares Fallen Angels USD Bond ETF
FALN
$1.87B
$1.2M 0.19%
44,303
-2,241
-5% -$60.8K
CWH icon
79
Camping World
CWH
$1.1B
$1.2M 0.19%
69,863
-642
-0.9% -$11K
RSP icon
80
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
$1.18M 0.19%
6,497
+2
+0% +$364
IWF icon
81
iShares Russell 1000 Growth ETF
IWF
$116B
$1.15M 0.18%
2,705
+2
+0.1% +$849
VBR icon
82
Vanguard Small-Cap Value ETF
VBR
$31.4B
$1.14M 0.18%
5,841
– –
SPYD icon
83
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.3B
$1.12M 0.18%
26,274
-787
-3% -$33.4K
RDVI icon
84
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$2.27B
$1.1M 0.18%
44,394
+1,155
+3% +$28.5K
SPTI icon
85
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.04B
$1.08M 0.17%
37,491
-105
-0.3% -$3.02K
DFII
86
FT Vest Bitcoin Strategy & Target Income ETF
DFII
$12.8M
$1.07M 0.17%
+44,797
New +$1.07M
VOOG icon
87
Vanguard S&P 500 Growth ETF
VOOG
$19.2B
$1.07M 0.17%
2,691
-187
-6% -$74.2K
SMLV icon
88
SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV
$206M
$1.06M 0.17%
8,480
-343
-4% -$42.9K
CEG icon
89
Constellation Energy
CEG
$96.2B
$1.03M 0.16%
3,185
+17
+0.5% +$5.49K
BAC icon
90
Bank of America
BAC
$376B
$1.03M 0.16%
21,709
-942
-4% -$44.6K
BBIN icon
91
JPMorgan BetaBuilders International Equity ETF
BBIN
$5.92B
$995K 0.16%
14,735
-604
-4% -$40.8K
XOM icon
92
Exxon Mobil
XOM
$487B
$962K 0.15%
8,925
+12
+0.1% +$1.29K
LLY icon
93
Eli Lilly
LLY
$657B
$961K 0.15%
1,234
+127
+11% +$98.9K
COWZ icon
94
Pacer US Cash Cows 100 ETF
COWZ
$20B
$940K 0.15%
17,058
-54,274
-76% -$2.99M
FTHY
95
First Trust High Yield Opportunities 2027 Term Fund
FTHY
$539M
$933K 0.15%
62,825
+3,577
+6% +$53.1K
ECOW icon
96
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
$111M
$882K 0.14%
+39,941
New +$882K
VEU icon
97
Vanguard FTSE All-World ex-US ETF
VEU
$48.6B
$881K 0.14%
13,111
+3
+0% +$202
IBIT icon
98
iShares Bitcoin Trust
IBIT
$80.7B
$860K 0.14%
14,058
+460
+3% +$28.2K
QTUM icon
99
Defiance Quantum ETF
QTUM
$1.99B
$846K 0.14%
9,210
+240
+3% +$22K
VYM icon
100
Vanguard High Dividend Yield ETF
VYM
$64B
$844K 0.14%
6,329
– –
2 3
4
5 6