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
$653M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.77M
3
+$761K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$575K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$409K

Top Sells

1
+$3.44M
2
+$2.09M
3
+$1.21M
4
AAPL icon
Apple
AAPL
+$828K
5
FSIG icon
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
+$641K

Sector Composition

1 Technology 12.71%
2 Financials 3.17%
3 Consumer Discretionary 2.98%
4 Communication Services 2.74%
5 Consumer Staples 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FTHY
101
First Trust High Yield Opportunities 2027 Term Fund
FTHY
$517M
$912K 0.14%
62,957
+132
IJR icon
102
iShares Core S&P Small-Cap ETF
IJR
$87.7B
$903K 0.14%
7,592
-15
VYM icon
103
Vanguard High Dividend Yield ETF
VYM
$67.4B
$890K 0.14%
6,317
-12
BLOK icon
104
Amplify Blockchain Technology ETF
BLOK
$1.16B
$878K 0.13%
13,098
-78
AOA icon
105
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.71B
$865K 0.13%
9,813
-187
ORCL icon
106
Oracle
ORCL
$573B
$865K 0.13%
3,072
+112
FV icon
107
First Trust Dorsey Wright Focus 5 ETF
FV
$3.62B
$857K 0.13%
13,833
-272
GBTC icon
108
Grayscale Bitcoin Trust
GBTC
$36.4B
$845K 0.13%
9,418
-1
WTAI icon
109
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$492M
$843K 0.13%
29,532
-91
COWZ icon
110
Pacer US Cash Cows 100 ETF
COWZ
$18.2B
$826K 0.13%
14,366
-2,692
IWM icon
111
iShares Russell 2000 ETF
IWM
$71.1B
$820K 0.13%
3,386
+558
XLE icon
112
State Street Energy Select Sector SPDR ETF
XLE
$27.2B
$817K 0.12%
9,140
+1,357
FBND icon
113
Fidelity Total Bond ETF
FBND
$22.9B
$815K 0.12%
17,626
+500
PEP icon
114
PepsiCo
PEP
$203B
$803K 0.12%
5,713
-78
SHAG icon
115
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$76.8M
$800K 0.12%
16,681
+391
MCD icon
116
McDonald's
MCD
$214B
$785K 0.12%
2,583
-9
SMH icon
117
VanEck Semiconductor ETF
SMH
$36.1B
$783K 0.12%
2,396
+91
VZ icon
118
Verizon
VZ
$171B
$772K 0.12%
17,568
-201
SPLB icon
119
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.07B
$770K 0.12%
33,292
+1,796
SLV icon
120
iShares Silver Trust
SLV
$29.3B
$756K 0.12%
17,831
+328
XLY icon
121
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.3B
$741K 0.11%
3,089
-2
VTI icon
122
Vanguard Total Stock Market ETF
VTI
$563B
$733K 0.11%
2,227
+159
F icon
123
Ford
F
$51.6B
$713K 0.11%
59,584
-1,898
V icon
124
Visa
V
$636B
$710K 0.11%
2,074
+69
PFIG icon
125
Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
$94.8M
$702K 0.11%
28,981
-550
3 4
5
6 7