IA

Insight Advisors Portfolio holdings

AUM $525M
1-Year Est. Return 15.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$660M
AUM Growth
+$7.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$85.4M
2
+$7.89M
3
+$838K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$829K
5
LQTI
FT Vest Investment Grade & Target Income ETF
LQTI
+$821K

Top Sells

1
+$89.4M
2
+$4.39M
3
+$3.86M
4
NVDA icon
NVIDIA
NVDA
+$866K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$825K

Sector Composition

1 Technology 12.69%
2 Financials 3.21%
3 Consumer Discretionary 2.76%
4 Communication Services 2.76%
5 Consumer Staples 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PEG icon
76
Public Service Enterprise Group
PEG
$38.5B
$1.37M 0.21%
17,013
+2
MGK icon
77
Vanguard Mega Cap Growth ETF
MGK
$33.7B
$1.36M 0.21%
16,500
-1,475
ONEO icon
78
State Street SPDR Russell 1000 Momentum Focus ETF
ONEO
$27.6M
$1.34M 0.2%
10,319
-5
RSP icon
79
Invesco S&P 500 Equal Weight ETF
RSP
$87.2B
$1.26M 0.19%
6,592
+6
IWF icon
80
iShares Russell 1000 Growth ETF
IWF
$129B
$1.25M 0.19%
10,564
+12
FALN icon
81
iShares Fallen Angels USD Bond ETF
FALN
$1.8B
$1.23M 0.19%
45,235
+803
VBR icon
82
Vanguard Small-Cap Value ETF
VBR
$34.6B
$1.23M 0.19%
5,818
-18
SPYD icon
83
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.29B
$1.22M 0.19%
28,291
+700
BAC icon
84
Bank of America
BAC
$354B
$1.2M 0.18%
21,825
+70
IBND icon
85
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$469M
$1.19M 0.18%
37,003
-1,243
CEG icon
86
Constellation Energy
CEG
$99.3B
$1.17M 0.18%
3,302
+47
PG icon
87
Procter & Gamble
PG
$331B
$1.17M 0.18%
8,132
-203
XOM icon
88
Exxon Mobil
XOM
$628B
$1.14M 0.17%
9,442
-533
SMLV icon
89
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$233M
$1.14M 0.17%
8,659
+109
HD icon
90
Home Depot
HD
$301B
$1.13M 0.17%
3,271
-153
QTUM icon
91
Defiance Quantum ETF
QTUM
$4.76B
$1.11M 0.17%
10,091
-301
RDVI icon
92
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.04B
$1.11M 0.17%
42,144
-2,336
VOOG icon
93
Vanguard S&P 500 Growth ETF
VOOG
$25.5B
$1.1M 0.17%
14,802
-1,338
SLV icon
94
iShares Silver Trust
SLV
$42.4B
$1.09M 0.17%
16,936
-895
SPTI icon
95
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.98B
$1.07M 0.16%
37,191
+128
ECOW icon
96
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
$211M
$1.07M 0.16%
43,911
+2,145
RTX icon
97
RTX Corp
RTX
$240B
$1.06M 0.16%
5,803
+206
BBIN icon
98
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.46B
$1.05M 0.16%
14,470
-76
IWM icon
99
iShares Russell 2000 ETF
IWM
$78.9B
$1M 0.15%
4,066
+680
VEU icon
100
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$975K 0.15%
13,255
+145
2 3
4
5 6