IA

Insight Advisors Portfolio holdings

AUM $620M
This Quarter Return
-1.91%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$437M
AUM Growth
+$437M
Cap. Flow
-$55.8K
Cap. Flow %
-0.01%
Top 10 Hldgs %
52.04%
Holding
293
New
9
Increased
99
Reduced
129
Closed
18

Top Buys

1
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
$3.74M
2
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.1M
3
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
$2.28M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
$1.54M
5
AVGO icon
Broadcom
AVGO
$1.16M

Top Sells

1
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$2.56M
2
FVD icon
First Trust Value Line Dividend Fund
FVD
$2.56M
3
SMDV icon
ProShares Russell 2000 Dividend Growers ETF
SMDV
$2.46M
4
C icon
Citigroup
C
$1.59M
5
GAPR icon
FT Vest US Equity Moderate Buffer ETF April
GAPR
$717K

Sector Composition

1 Technology 9.83%
2 Consumer Discretionary 4.24%
3 Financials 3.15%
4 Healthcare 2.09%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
F icon
101
Ford
F
$46.2B
$760K 0.17%
61,190
-162
-0.3% -$2.01K
MGK icon
102
Vanguard Mega Cap Growth ETF
MGK
$28.9B
$748K 0.17%
3,295
-18
-0.5% -$4.08K
VEU icon
103
Vanguard FTSE All-World ex-US ETF
VEU
$48.3B
$724K 0.17%
13,954
+78
+0.6% +$4.05K
UNH icon
104
UnitedHealth
UNH
$279B
$722K 0.16%
1,431
-75
-5% -$37.8K
IHDG icon
105
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.31B
$716K 0.16%
18,479
-421
-2% -$16.3K
XOM icon
106
Exxon Mobil
XOM
$477B
$715K 0.16%
6,085
+230
+4% +$27K
TPR icon
107
Tapestry
TPR
$21.7B
$713K 0.16%
+24,800
New +$713K
SPTI icon
108
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.01B
$710K 0.16%
25,804
+128
+0.5% +$3.52K
JPM icon
109
JPMorgan Chase
JPM
$824B
$702K 0.16%
4,839
-2
-0% -$290
XLE icon
110
Energy Select Sector SPDR Fund
XLE
$27.1B
$686K 0.16%
7,593
+1,451
+24% +$131K
GJUN icon
111
FT Vest US Equity Moderate Buffer ETF June
GJUN
$339M
$676K 0.15%
22,811
+819
+4% +$24.3K
SPLB icon
112
SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$894M
$665K 0.15%
31,332
-50
-0.2% -$1.06K
VZ icon
113
Verizon
VZ
$184B
$665K 0.15%
20,509
-1,694
-8% -$54.9K
IWF icon
114
iShares Russell 1000 Growth ETF
IWF
$117B
$643K 0.15%
2,416
– –
DGRO icon
115
iShares Core Dividend Growth ETF
DGRO
$33.5B
$630K 0.14%
12,719
+300
+2% +$14.9K
IJR icon
116
iShares Core S&P Small-Cap ETF
IJR
$84.4B
$623K 0.14%
6,604
+197
+3% +$18.6K
EBIZ icon
117
Global X E-commerce ETF
EBIZ
$65.6M
$623K 0.14%
34,420
+3,449
+11% +$62.4K
PAVE icon
118
Global X US Infrastructure Development ETF
PAVE
$9.25B
$618K 0.14%
20,329
+1,049
+5% +$31.9K
SDY icon
119
SPDR S&P Dividend ETF
SDY
$20.4B
$616K 0.14%
5,356
-5,571
-51% -$641K
HSY icon
120
Hershey
HSY
$37.4B
$584K 0.13%
2,922
-157
-5% -$31.4K
BAH icon
121
Booz Allen Hamilton
BAH
$13.2B
$583K 0.13%
5,338
– –
PDD icon
122
Pinduoduo
PDD
$177B
$571K 0.13%
5,825
+55
+1% +$5.39K
PANW icon
123
Palo Alto Networks
PANW
$128B
$555K 0.13%
4,736
-24
-0.5% -$2.81K
DES icon
124
WisdomTree US SmallCap Dividend Fund
DES
$1.89B
$543K 0.12%
19,262
-40
-0.2% -$1.13K
ENVX icon
125
Enovix
ENVX
$1.79B
$539K 0.12%
49,125
-4,734
-9% -$52K
3 4
5
6 7