IA

Insight Advisors Portfolio holdings

AUM $620M
1-Year Return 12.74%
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
-$11.1M
Cap. Flow
-$55.9K
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
PRU icon
126
Prudential Financial
PRU
$37.2B
$538K 0.12%
5,667
+3
+0.1% +$285
DE icon
127
Deere & Co
DE
$128B
$534K 0.12%
1,415
-4
-0.3% -$1.51K
RDVI icon
128
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$2.27B
$533K 0.12%
25,274
+2,799
+12% +$59K
AMGN icon
129
Amgen
AMGN
$153B
$525K 0.12%
1,954
-772
-28% -$208K
SCHD icon
130
Schwab US Dividend Equity ETF
SCHD
$71.8B
$521K 0.12%
22,068
+3,480
+19% +$82.1K
XLY icon
131
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.6B
$519K 0.12%
3,221
+119
+4% +$19.2K
SHAG icon
132
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$43.3M
$516K 0.12%
11,152
+26
+0.2% +$1.2K
IJH icon
133
iShares Core S&P Mid-Cap ETF
IJH
$101B
$510K 0.12%
10,235
-70
-0.7% -$3.49K
USRT icon
134
iShares Core US REIT ETF
USRT
$3.11B
$506K 0.12%
10,731
+78
+0.7% +$3.68K
BSV icon
135
Vanguard Short-Term Bond ETF
BSV
$38.5B
$502K 0.11%
6,672
-79
-1% -$5.94K
IWM icon
136
iShares Russell 2000 ETF
IWM
$67.8B
$497K 0.11%
2,814
+190
+7% +$33.6K
TMO icon
137
Thermo Fisher Scientific
TMO
$186B
$495K 0.11%
977
-123
-11% -$62.3K
NKE icon
138
Nike
NKE
$109B
$493K 0.11%
5,152
-31
-0.6% -$2.96K
PINK icon
139
Simplify Health Care ETF
PINK
$128M
$493K 0.11%
19,618
-1,998
-9% -$50.2K
USFR icon
140
WisdomTree Floating Rate Treasury Fund
USFR
$18.9B
$490K 0.11%
9,742
-101
-1% -$5.08K
VEA icon
141
Vanguard FTSE Developed Markets ETF
VEA
$171B
$488K 0.11%
11,151
+2,021
+22% +$88.4K
LGLV icon
142
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
$1.1B
$488K 0.11%
3,651
-11
-0.3% -$1.47K
AMP icon
143
Ameriprise Financial
AMP
$46.1B
$487K 0.11%
1,477
-43
-3% -$14.2K
ACN icon
144
Accenture
ACN
$159B
$487K 0.11%
1,585
-30
-2% -$9.22K
PDBC icon
145
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.45B
$477K 0.11%
31,923
+874
+3% +$13.1K
ONEY icon
146
SPDR Russell 1000 Yield Focus ETF
ONEY
$907M
$471K 0.11%
5,152
-17
-0.3% -$1.55K
IVE icon
147
iShares S&P 500 Value ETF
IVE
$41B
$462K 0.11%
3,004
-353
-11% -$54.3K
GLD icon
148
SPDR Gold Trust
GLD
$112B
$450K 0.1%
2,626
– –
IBND icon
149
SPDR Bloomberg International Corporate Bond ETF
IBND
$449M
$448K 0.1%
16,523
+143
+0.9% +$3.88K
SLV icon
150
iShares Silver Trust
SLV
$20.1B
$448K 0.1%
22,002
-1,424
-6% -$29K
4 5
6
7 8