IA

Insight Advisors Portfolio holdings

AUM $620M
This Quarter Return
+8.23%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$620M
AUM Growth
+$620M
Cap. Flow
+$11.8M
Cap. Flow %
1.9%
Top 10 Hldgs %
52.95%
Holding
300
New
25
Increased
100
Reduced
129
Closed
20

Top Buys

1
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
$7.19M
2
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
$4.12M
3
LCOW
Pacer S&P 500 Quality FCF Aristocrats ETF
LCOW
$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
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$5.63M
2
USMF icon
WisdomTree US Multifactor Fund
USMF
$4.74M
3
NVDA icon
NVIDIA
NVDA
$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 Shares
Change % 		Capital Flow
FV icon
101
First Trust Dorsey Wright Focus 5 ETF
FV
$3.71B
$836K 0.13%
14,105
-372
-3% -$22K
AOA icon
102
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.51B
$834K 0.13%
10,000
-490
-5% -$40.9K
IJR icon
103
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$831K 0.13%
7,607
+537
+8% +$58.7K
RTX icon
104
RTX Corp
RTX
$212B
$816K 0.13%
5,589
+140
+3% +$20.4K
GBTC icon
105
Grayscale Bitcoin Trust
GBTC
$43.4B
$799K 0.13%
9,419
-12
-0.1% -$1.02K
FBND icon
106
Fidelity Total Bond ETF
FBND
$20.3B
$784K 0.13%
17,126
+9
+0.1% +$412
SHAG icon
107
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$43.1M
$780K 0.13%
16,290
+49
+0.3% +$2.35K
VZ icon
108
Verizon
VZ
$186B
$769K 0.12%
17,769
+11
+0.1% +$476
PEP icon
109
PepsiCo
PEP
$204B
$764K 0.12%
5,791
-33
-0.6% -$4.36K
MCD icon
110
McDonald's
MCD
$224B
$757K 0.12%
2,592
-120
-4% -$35.1K
BLOK icon
111
Amplify Transformational Data Sharing ETF
BLOK
$1.17B
$752K 0.12%
+13,176
New +$752K
WTAI icon
112
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$267M
$728K 0.12%
29,623
+2,327
+9% +$57.2K
V icon
113
Visa
V
$683B
$712K 0.11%
2,005
-148
-7% -$52.5K
SPLB icon
114
SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$893M
$711K 0.11%
31,496
-2,412
-7% -$54.4K
PFIG icon
115
Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
$87M
$711K 0.11%
29,531
-38
-0.1% -$915
AMP icon
116
Ameriprise Financial
AMP
$48.5B
$691K 0.11%
1,295
-20
-2% -$10.7K
SCHG icon
117
Schwab US Large-Cap Growth ETF
SCHG
$47.9B
$685K 0.11%
23,449
-9,653
-29% -$282K
CRWD icon
118
CrowdStrike
CRWD
$106B
$674K 0.11%
1,324
+35
+3% +$17.8K
XLY icon
119
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.2B
$672K 0.11%
3,091
-3
-0.1% -$652
PCAR icon
120
PACCAR
PCAR
$52.5B
$669K 0.11%
7,036
-328
-4% -$31.2K
F icon
121
Ford
F
$46.8B
$667K 0.11%
61,482
-201
-0.3% -$2.18K
RS icon
122
Reliance Steel & Aluminium
RS
$15.5B
$663K 0.11%
2,111
+13
+0.6% +$4.08K
XLE icon
123
Energy Select Sector SPDR Fund
XLE
$27.6B
$660K 0.11%
7,783
+481
+7% +$40.8K
DE icon
124
Deere & Co
DE
$129B
$658K 0.11%
1,294
– –
ORCL icon
125
Oracle
ORCL
$635B
$647K 0.1%
2,960
+5
+0.2% +$1.09K
3 4
5
6 7