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
$525M
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.42M
3
+$2.3M
4
TROW icon
T. Rowe Price
TROW
+$1.58M
5
YELP icon
Yelp
YELP
+$1.43M

Top Sells

1
+$15.2M
2
+$15.2M
3
+$8.09M
4
WTV icon
WisdomTree US Value Fund
WTV
+$8.08M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$7.99M

Sector Composition

1 Technology 13.73%
2 Communication Services 3.51%
3 Financials 3.37%
4 Consumer Discretionary 2.71%
5 Healthcare 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCD icon
101
McDonald's
MCD
$196B
$710K 0.14%
2,285
-202
PFIG icon
102
Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
$115M
$710K 0.14%
29,542
+619
C icon
103
Citigroup
C
$224B
$700K 0.13%
6,175
-121
VYM icon
104
Vanguard High Dividend Yield ETF
VYM
$79.5B
$692K 0.13%
4,671
-1,650
XLY icon
105
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23B
$682K 0.13%
6,257
+186
XLK icon
106
State Street Technology Select Sector SPDR ETF
XLK
$129B
$682K 0.13%
5,131
+264
SITE icon
107
SiteOne Landscape Supply
SITE
$4.6B
$672K 0.13%
5,045
-52
DGRW icon
108
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.1B
$668K 0.13%
7,603
-166,882
AMGN icon
109
Amgen
AMGN
$177B
$661K 0.13%
1,880
-1
IBIT icon
110
iShares Bitcoin Trust
IBIT
$53.3B
$658K 0.13%
17,130
+1,727
IVE icon
111
iShares S&P 500 Value ETF
IVE
$50.5B
$655K 0.12%
3,101
-7,047
USRT icon
112
iShares Core US REIT ETF
USRT
$3.76B
$654K 0.12%
11,050
+184
FTHY
113
First Trust High Yield Opportunities 2027 Term Fund
FTHY
$498M
$653K 0.12%
48,266
-7,094
RS icon
114
Reliance Steel & Aluminium
RS
$20B
$643K 0.12%
2,116
V icon
115
Visa
V
$603B
$635K 0.12%
2,102
+9
ETN icon
116
Eaton
ETN
$162B
$634K 0.12%
1,772
+21
SLYV icon
117
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.74B
$630K 0.12%
6,664
+56
TSM icon
118
TSMC
TSM
$2.32T
$625K 0.12%
1,850
+120
SPDW icon
119
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.1B
$621K 0.12%
13,597
-137,122
XLG icon
120
Invesco S&P 500 Top 50 ETF
XLG
$11.1B
$619K 0.12%
11,348
+398
DES icon
121
WisdomTree US SmallCap Dividend Fund
DES
$2.09B
$616K 0.12%
17,129
-146
CWEN icon
122
Clearway Energy Class C
CWEN
$6.43B
$603K 0.11%
15,345
-156
VEA icon
123
Vanguard FTSE Developed Markets ETF
VEA
$232B
$596K 0.11%
9,298
+33
MDYV icon
124
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.59B
$591K 0.11%
6,943
+60
EFA icon
125
iShares MSCI EAFE ETF
EFA
$77.5B
$586K 0.11%
6,029
+1,794
3 4
5
6 7