IA
Insight Advisors Portfolio holdings
AUM
$620M
This Quarter Return
+7.62%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$515M
AUM Growth
+$515M
(+8.9%)
Cap. Flow
+$17.3M
Cap. Flow
% of AUM
3.35%
Top 10 Holdings %
Top 10 Hldgs %
49.86%
Holding
307
New
23
Increased
121
Reduced
113
Closed
12
Top Buys
Top Sells
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.59M |
| 2 |
WisdomTree US LargeCap Fund
EPS
|
$1.38M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.28M |
| 4 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$1.22M |
| 5 |
First Trust Long/Short Equity ETF
FTLS
|
$965K |
Sector Composition
| 1 | Technology | 11.6% |
| 2 | Consumer Discretionary | 4.08% |
| 3 | Financials | 3.58% |
| 4 | Communication Services | 2.21% |
| 5 | Healthcare | 2.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Pinduoduo
PDD
$173B
| $619K | 0.12% |
5,325
-500
| -9% | -$58.1K |
|
127
UnitedHealth
UNH
$280B
| $619K | 0.12% |
1,250
-84
| -6% | -$41.6K |
|
128
iShares Core S&P Mid-Cap ETF
IJH
$99.6B
| $619K | 0.12% |
10,183
+8,233
| +422% | +$500K |
|
129
SPDR Russell 1000 Yield Focus ETF
ONEY
$900M
| $616K | 0.12% |
5,669
+508
| +10% | +$55.2K |
|
130
Grayscale Bitcoin Trust
GBTC
$44.4B
| $613K | 0.12% |
+9,704
| New | +$613K |
|
131
Invesco S&P 500 Momentum ETF
SPMO
$11.8B
| $605K | 0.12% |
7,538
-73
| -1% | -$5.86K |
|
132
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
$1.1B
| $605K | 0.12% |
3,882
+269
| +7% | +$41.9K |
|
133
Vanguard Energy ETF
VDE
$7.44B
| $600K | 0.12% |
4,559
-2,568
| -36% | -$338K |
|
134
iShares Core US REIT ETF
USRT
$3.04B
| $600K | 0.12% |
11,158
-55
| -0.5% | -$2.96K |
|
135
Global X E-commerce ETF
EBIZ
$65.5M
| $597K | 0.11% |
25,005
-10,890
| -30% | -$260K |
|
136
iShares Russell 2000 ETF
IWM
$66.6B
| $590K | 0.11% |
2,806
+26
| +0.9% | +$5.47K |
|
137
Deere & Co
DE
$129B
| $580K | 0.11% |
1,413
+1
| +0.1% | +$411 |
|
138
Qualcomm
QCOM
$171B
| $580K | 0.11% |
3,426
+816
| +31% | +$138K |
|
139
Clorox
CLX
$14.7B
| $574K | 0.11% |
3,749
+133
| +4% | +$20.4K |
|
140
Amgen
AMGN
$154B
| $571K | 0.11% |
2,007
-6
| -0.3% | -$1.71K |
|
141
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.1B
| $564K | 0.11% |
3,067
-7
| -0.2% | -$1.29K |
|
142
Vanguard FTSE Developed Markets ETF
VEA
$169B
| $559K | 0.11% |
11,143
+77
| +0.7% | +$3.86K |
|
143
iShares S&P 500 Value ETF
IVE
$40.9B
| $556K | 0.11% |
2,978
| – | – |
|
144
Accenture
ACN
$160B
| $555K | 0.11% |
1,602
+13
| +0.8% | +$4.51K |
|
145
Novo Nordisk
NVO
$251B
| $542K | 0.1% |
4,221
+1,050
| +33% | +$135K |
|
|
FTHY
146
First Trust High Yield Opportunities 2027 Term Fund
FTHY
$535M
| $538K | 0.1% |
37,032
+4,075
| +12% | +$59.3K |
|
147
RTX Corp
RTX
$212B
| $536K | 0.1% |
5,497
-156
| -3% | -$15.2K |
|
148
Eaton
ETN
$134B
| $533K | 0.1% |
1,705
+9
| +0.5% | +$2.81K |
|
149
General Dynamics
GD
$87.3B
| $525K | 0.1% |
1,857
+3
| +0.2% | +$847 |
|
150
Vanguard High Dividend Yield ETF
VYM
$63.8B
| $523K | 0.1% |
4,324
+234
| +6% | +$28.3K |
|