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
$620M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$4.12M
3
+$3.45M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.42M
5
WTV icon
WisdomTree US Value Fund
WTV
+$3.42M

Top Sells

1
+$5.63M
2
+$4.74M
3
+$4.64M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.99M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.45M

Sector Composition

1 Technology 11.6%
2 Financials 3.2%
3 Consumer Discretionary 2.99%
4 Communication Services 2.43%
5 Consumer Staples 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FV icon
101
First Trust Dorsey Wright Focus 5 ETF
FV
$3.7B
$836K 0.13%
14,105
-372
AOA icon
102
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.66B
$834K 0.13%
10,000
-490
IJR icon
103
iShares Core S&P Small-Cap ETF
IJR
$86.2B
$831K 0.13%
7,607
+537
RTX icon
104
RTX Corp
RTX
$240B
$816K 0.13%
5,589
+140
GBTC icon
105
Grayscale Bitcoin Trust
GBTC
$41.1B
$799K 0.13%
9,419
-12
FBND icon
106
Fidelity Total Bond ETF
FBND
$21B
$784K 0.13%
17,126
+9
SHAG icon
107
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$76.9M
$780K 0.13%
16,290
+49
VZ icon
108
Verizon
VZ
$172B
$769K 0.12%
17,769
+11
PEP icon
109
PepsiCo
PEP
$199B
$764K 0.12%
5,791
-33
MCD icon
110
McDonald's
MCD
$218B
$757K 0.12%
2,592
-120
BLOK icon
111
Amplify Blockchain Technology ETF
BLOK
$1.39B
$752K 0.12%
+13,176
WTAI icon
112
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$355M
$728K 0.12%
29,623
+2,327
V icon
113
Visa
V
$654B
$712K 0.11%
2,005
-148
SPLB icon
114
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$906M
$711K 0.11%
31,496
-2,412
PFIG icon
115
Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
$88.8M
$711K 0.11%
29,531
-38
AMP icon
116
Ameriprise Financial
AMP
$43.2B
$691K 0.11%
1,295
-20
SCHG icon
117
Schwab US Large-Cap Growth ETF
SCHG
$53.6B
$685K 0.11%
23,449
-9,653
CRWD icon
118
CrowdStrike
CRWD
$139B
$674K 0.11%
1,324
+35
XLY icon
119
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.5B
$672K 0.11%
3,091
-3
PCAR icon
120
PACCAR
PCAR
$52B
$669K 0.11%
7,036
-328
F icon
121
Ford
F
$53.1B
$667K 0.11%
61,482
-201
RS icon
122
Reliance Steel & Aluminium
RS
$14.2B
$663K 0.11%
2,111
+13
XLE icon
123
Energy Select Sector SPDR Fund
XLE
$27.6B
$660K 0.11%
7,783
+481
DE icon
124
Deere & Co
DE
$130B
$658K 0.11%
1,294
ORCL icon
125
Oracle
ORCL
$673B
$647K 0.1%
2,960
+5
3 4
5
6 7