IA
Insight Advisors Portfolio holdings
AUM
$620M
This Quarter Return
+6.08%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$286M
AUM Growth
+$286M
(+12%)
Cap. Flow
+$22.1M
Cap. Flow
% of AUM
7.75%
Top 10 Holdings %
Top 10 Hldgs %
22.91%
Holding
331
New
48
Increased
79
Reduced
168
Closed
17
Top Buys
| 1 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
$18M |
| 2 |
SPDR S&P Dividend ETF
SDY
|
$2.17M |
| 3 |
Citigroup
C
|
$2.13M |
| 4 |
KSCD
KFA Small Cap Quality Dividend Index ETF
KSCD
|
$2.1M |
| 5 |
Intel
INTC
|
$1.75M |
Top Sells
Sector Composition
| 1 | Technology | 10.98% |
| 2 | Financials | 6.83% |
| 3 | Consumer Discretionary | 6.09% |
| 4 | Healthcare | 4.8% |
| 5 | Consumer Staples | 4.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Thermo Fisher Scientific
TMO
$183B
| $722K | 0.25% |
1,307
-33
| -2% | -$18.2K |
|
|
PLAT
102
DELISTED
WisdomTree Growth Leaders Fund
PLAT
| $719K | 0.25% |
28,856
-14,944
| -34% | -$372K |
|
103
WisdomTree US SmallCap Earnings Fund
EES
$630M
| $714K | 0.25% |
+16,735
| New | +$714K |
|
104
Amgen
AMGN
$153B
| $703K | 0.25% |
2,686
+8
| +0.3% | +$2.09K |
|
105
Vanguard FTSE All-World ex-US ETF
VEU
$48.3B
| $700K | 0.25% |
13,870
+5
| +0% | +$253 |
|
106
Clorox
CLX
$15B
| $699K | 0.24% |
4,912
-1,091
| -18% | -$155K |
|
107
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.01B
| $696K | 0.24% |
24,548
-882
| -3% | -$25K |
|
108
FedEx
FDX
$53.2B
| $694K | 0.24% |
3,955
+807
| +26% | +$142K |
|
109
iShares Fallen Angels USD Bond ETF
FALN
$1.86B
| $693K | 0.24% |
28,117
-5
| -0% | -$123 |
|
110
PACCAR
PCAR
$50.5B
| $684K | 0.24% |
+6,948
| New | +$684K |
|
111
Exxon Mobil
XOM
$477B
| $683K | 0.24% |
6,406
-302
| -5% | -$32.2K |
|
112
SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$894M
| $677K | 0.24% |
29,826
+4,355
| +17% | +$98.9K |
|
113
JPMorgan Chase
JPM
$824B
| $676K | 0.24% |
5,004
-78
| -2% | -$10.5K |
|
114
Energy Select Sector SPDR Fund
XLE
$27.1B
| $658K | 0.23% |
7,800
+2,802
| +56% | +$236K |
|
115
ARK Genomic Revolution ETF
ARKG
$1.05B
| $650K | 0.23% |
23,537
-7,542
| -24% | -$208K |
|
116
Clearway Energy Class C
CWEN
$3.38B
| $647K | 0.23% |
20,191
+1,695
| +9% | +$54.3K |
|
117
WisdomTree Cloud Computing Fund
WCLD
$335M
| $645K | 0.23% |
25,921
-12,266
| -32% | -$305K |
|
118
Eli Lilly
LLY
$661B
| $643K | 0.22% |
1,761
+552
| +46% | +$201K |
|
119
FT Vest Buffered Allocation Defensive ETF
BUFT
$127M
| $640K | 0.22% |
34,720
-16,853
| -33% | -$310K |
|
120
iShares Core S&P Small-Cap ETF
IJR
$84.4B
| $638K | 0.22% |
6,756
-180
| -3% | -$17K |
|
121
Nike
NKE
$110B
| $630K | 0.22% |
5,301
-98
| -2% | -$11.6K |
|
122
Boeing
BA
$176B
| $624K | 0.22% |
3,208
+519
| +19% | +$101K |
|
123
Pfizer
PFE
$141B
| $614K | 0.21% |
11,970
-27
| -0.2% | -$1.38K |
|
124
Netflix
NFLX
$521B
| $613K | 0.21% |
2,078
+901
| +77% | +$266K |
|
125
Becton Dickinson
BDX
$54.3B
| $611K | 0.21% |
2,386
+903
| +61% | +$231K |
|