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
$620M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$4.12M
3
+$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
+$5.63M
2
+$4.74M
3
+$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 Change
in Stake 		Capital Flow
SMH icon
126
VanEck Semiconductor ETF
SMH
$35.7B
$643K 0.1%
2,305
-39
HYTI
127
FT Vest High Yield & Target Income ETF
HYTI
$30.6M
$634K 0.1%
+31,620
VTI icon
128
Vanguard Total Stock Market ETF
VTI
$557B
$629K 0.1%
2,068
+29
SITE icon
129
SiteOne Landscape Supply
SITE
$5.58B
$616K 0.1%
5,097
-5
LMT icon
130
Lockheed Martin
LMT
$106B
$612K 0.1%
1,321
-65
IWM icon
131
iShares Russell 2000 ETF
IWM
$70.1B
$610K 0.1%
2,828
-17
ETN icon
132
Eaton
ETN
$143B
$607K 0.1%
1,701
-2
BUG icon
133
Global X Cybersecurity ETF
BUG
$1.1B
$607K 0.1%
16,361
-2,436
USRT icon
134
iShares Core US REIT ETF
USRT
$3.18B
$604K 0.1%
10,672
-423
XLV icon
135
Health Care Select Sector SPDR Fund
XLV
$37.2B
$599K 0.1%
4,447
-174
SLV icon
136
iShares Silver Trust
SLV
$25B
$574K 0.09%
17,503
BAH icon
137
Booz Allen Hamilton
BAH
$10.6B
$569K 0.09%
5,465
+28
PYPL icon
138
PayPal
PYPL
$63.1B
$562K 0.09%
7,566
-15
CAT icon
139
Caterpillar
CAT
$266B
$562K 0.09%
1,448
+2
XLK icon
140
Technology Select Sector SPDR Fund
XLK
$96.3B
$558K 0.09%
2,205
-151
QCOM icon
141
Qualcomm
QCOM
$186B
$556K 0.09%
3,488
+63
UBER icon
142
Uber
UBER
$194B
$554K 0.09%
5,938
+85
MDYV icon
143
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.43B
$548K 0.09%
6,898
-222
AMGN icon
144
Amgen
AMGN
$182B
$543K 0.09%
1,946
+1
PDBC icon
145
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.62B
$538K 0.09%
41,278
-2,108
GS icon
146
Goldman Sachs
GS
$243B
$535K 0.09%
756
+219
C icon
147
Citigroup
C
$180B
$525K 0.08%
6,170
-500
LQTI
148
FT Vest Investment Grade & Target Income ETF
LQTI
$122M
$525K 0.08%
+25,819
DES icon
149
WisdomTree US SmallCap Dividend Fund
DES
$1.85B
$520K 0.08%
16,387
-647
VEA icon
150
Vanguard FTSE Developed Markets ETF
VEA
$181B
$518K 0.08%
9,092
+15
4 5
6
7 8