IA

Insight Advisors Portfolio holdings

AUM $525M
1-Year Est. Return 15.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$525M
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.42M
3
+$2.3M
4
TROW icon
T. Rowe Price
TROW
+$1.58M
5
YELP icon
Yelp
YELP
+$1.43M

Top Sells

1
+$15.2M
2
+$15.2M
3
+$8.09M
4
WTV icon
WisdomTree US Value Fund
WTV
+$8.08M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$7.99M

Sector Composition

1 Technology 13.73%
2 Communication Services 3.51%
3 Financials 3.37%
4 Consumer Discretionary 2.71%
5 Healthcare 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GS icon
126
Goldman Sachs
GS
$314B
$585K 0.11%
691
+1
SCHG icon
127
Schwab US Large-Cap Growth ETF
SCHG
$60.8B
$548K 0.1%
18,804
-431
AIRR icon
128
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.6B
$543K 0.1%
+4,897
QHY
129
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$239M
$540K 0.1%
11,867
-33,348
ALB icon
130
Albemarle
ALB
$20.3B
$538K 0.1%
2,997
+306
IWD icon
131
iShares Russell 1000 Value ETF
IWD
$76B
$535K 0.1%
2,504
+5
VB icon
132
Vanguard Small-Cap ETF
VB
$79.2B
$524K 0.1%
2,002
+193
XLI icon
133
State Street Industrial Select Sector SPDR ETF
XLI
$30.5B
$524K 0.1%
3,242
+648
CRWD icon
134
CrowdStrike
CRWD
$196B
$517K 0.1%
1,324
+51
BND icon
135
Vanguard Total Bond Market
BND
$153B
$517K 0.1%
7,019
+2,222
TJX icon
136
TJX Companies
TJX
$170B
$514K 0.1%
3,219
-27
ONEY icon
137
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$800M
$509K 0.1%
4,241
-55
ABBV icon
138
AbbVie
ABBV
$381B
$503K 0.1%
2,315
+21
LGLV icon
139
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.1B
$499K 0.09%
2,801
-11
GBTC icon
140
Grayscale Bitcoin Trust
GBTC
$10.1B
$496K 0.09%
9,408
-10
PEP icon
141
PepsiCo
PEP
$194B
$491K 0.09%
3,164
-2,262
VZ icon
142
Verizon
VZ
$200B
$488K 0.09%
9,726
-7,659
FTHI icon
143
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.26B
$465K 0.09%
20,257
+187
JEDI
144
Defiance Drone and Modern Warfare ETF
JEDI
$153M
$462K 0.09%
+18,075
SPMO icon
145
Invesco S&P 500 Momentum ETF
SPMO
$20.4B
$451K 0.09%
4,021
-97
EMB icon
146
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.2B
$437K 0.08%
4,651
+206
QGRW icon
147
WisdomTree US Quality Growth Fund
QGRW
$2.68B
$427K 0.08%
7,992
-267,029
BAH icon
148
Booz Allen Hamilton
BAH
$9.62B
$427K 0.08%
5,470
+39
IBM icon
149
IBM
IBM
$309B
$421K 0.08%
1,736
-3,519
QCOM icon
150
Qualcomm
QCOM
$254B
$420K 0.08%
3,258
-117
4 5
6
7 8