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
$653M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.77M
3
+$761K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$575K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$409K

Top Sells

1
+$3.44M
2
+$2.09M
3
+$1.21M
4
AAPL icon
Apple
AAPL
+$828K
5
FSIG icon
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
+$641K

Sector Composition

1 Technology 12.71%
2 Financials 3.17%
3 Consumer Discretionary 2.98%
4 Communication Services 2.74%
5 Consumer Staples 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PCAR icon
126
PACCAR
PCAR
$55.6B
$702K 0.11%
7,136
+100
CAT icon
127
Caterpillar
CAT
$273B
$693K 0.11%
1,449
+1
SCHG icon
128
Schwab US Large-Cap Growth ETF
SCHG
$52.5B
$677K 0.1%
21,205
-2,244
CRWD icon
129
CrowdStrike
CRWD
$130B
$675K 0.1%
1,377
+53
XLK icon
130
State Street Technology Select Sector SPDR ETF
XLK
$94.6B
$667K 0.1%
2,366
+161
SITE icon
131
SiteOne Landscape Supply
SITE
$5.93B
$656K 0.1%
5,097
ETN icon
132
Eaton
ETN
$129B
$651K 0.1%
1,739
+38
AMP icon
133
Ameriprise Financial
AMP
$42.4B
$632K 0.1%
1,287
-8
USRT icon
134
iShares Core US REIT ETF
USRT
$3.28B
$626K 0.1%
10,662
-10
C icon
135
Citigroup
C
$185B
$625K 0.1%
6,160
-10
XLG icon
136
Invesco S&P 500 Top 50 ETF
XLG
$11.6B
$616K 0.09%
10,699
+1,039
LMT icon
137
Lockheed Martin
LMT
$102B
$613K 0.09%
1,226
-95
RS icon
138
Reliance Steel & Aluminium
RS
$14.6B
$594K 0.09%
2,116
+5
DE icon
139
Deere & Co
DE
$127B
$592K 0.09%
1,293
-1
SLYV icon
140
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.1B
$591K 0.09%
6,664
+180
PDBC icon
141
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.58B
$585K 0.09%
43,552
+2,274
QCOM icon
142
Qualcomm
QCOM
$183B
$581K 0.09%
3,490
+2
UBER icon
143
Uber
UBER
$182B
$579K 0.09%
5,914
-24
GNOM icon
144
Global X Genomics & Biotechnology ETF
GNOM
$53M
$579K 0.09%
14,913
-6
DES icon
145
WisdomTree US SmallCap Dividend Fund
DES
$1.85B
$573K 0.09%
17,025
+638
BUG icon
146
Global X Cybersecurity ETF
BUG
$1,000M
$572K 0.09%
16,264
-97
MDYV icon
147
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.41B
$559K 0.09%
6,707
-191
GS icon
148
Goldman Sachs
GS
$245B
$552K 0.08%
693
-63
BAH icon
149
Booz Allen Hamilton
BAH
$9.9B
$547K 0.08%
5,471
+6
ABBV icon
150
AbbVie
ABBV
$397B
$546K 0.08%
2,358
-85
4 5
6
7 8