IA

Insight Advisors Portfolio holdings

AUM $660M
1-Year Est. Return 14.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.89%
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
IJR icon
101
iShares Core S&P Small-Cap ETF
IJR
$95.3B
$951K 0.14%
7,913
+321
VYM icon
102
Vanguard High Dividend Yield ETF
VYM
$73.8B
$907K 0.14%
6,321
+4
FV icon
103
First Trust Dorsey Wright Focus 5 ETF
FV
$3.53B
$873K 0.13%
13,873
+40
WTAI icon
104
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$364M
$871K 0.13%
29,900
+368
AOA icon
105
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.85B
$858K 0.13%
9,584
-229
SMH icon
106
VanEck Semiconductor ETF
SMH
$44.6B
$857K 0.13%
2,378
-18
FBND icon
107
Fidelity Total Bond ETF
FBND
$25B
$815K 0.12%
17,697
+71
HGRO
108
Hedgeye Quality Growth ETF
HGRO
$86.1M
$811K 0.12%
28,574
+18,744
SHAG icon
109
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$43.3M
$800K 0.12%
16,662
-19
HECA
110
Hedgeye Capital Allocation ETF
HECA
$273M
$800K 0.12%
+28,941
F icon
111
Ford
F
$50.7B
$783K 0.12%
59,663
+79
FTHY
112
First Trust High Yield Opportunities 2027 Term Fund
FTHY
$506M
$779K 0.12%
55,360
-7,597
PEP icon
113
PepsiCo
PEP
$225B
$779K 0.12%
5,426
-287
COWZ icon
114
Pacer US Cash Cows 100 ETF
COWZ
$18.9B
$778K 0.12%
12,934
-1,432
IBIT icon
115
iShares Bitcoin Trust
IBIT
$51.9B
$765K 0.12%
15,403
-476
PCAR icon
116
PACCAR
PCAR
$63.7B
$762K 0.12%
6,956
-180
MCD icon
117
McDonald's
MCD
$237B
$760K 0.12%
2,487
-96
CAT icon
118
Caterpillar
CAT
$336B
$751K 0.11%
1,310
-139
VTI icon
119
Vanguard Total Stock Market ETF
VTI
$577B
$741K 0.11%
2,210
-17
C icon
120
Citigroup
C
$194B
$735K 0.11%
6,296
+136
V icon
121
Visa
V
$617B
$734K 0.11%
2,093
+19
XLY icon
122
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.2B
$725K 0.11%
6,071
-107
SPLB icon
123
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.22B
$711K 0.11%
31,487
-1,805
MU icon
124
Micron Technology
MU
$427B
$709K 0.11%
2,485
+547
VZ icon
125
Verizon
VZ
$215B
$708K 0.11%
17,385
-183
3 4
5
6 7