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
$660M
AUM Growth
+$7.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$85.4M
2
+$7.89M
3
+$838K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$829K
5
LQTI
FT Vest Investment Grade & Target Income ETF
LQTI
+$821K

Top Sells

1
+$89.4M
2
+$4.39M
3
+$3.86M
4
NVDA icon
NVIDIA
NVDA
+$866K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$825K

Sector Composition

1 Technology 12.69%
2 Financials 3.21%
3 Consumer Discretionary 2.76%
4 Communication Services 2.76%
5 Consumer Staples 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PFIG icon
126
Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
$113M
$702K 0.11%
28,923
-58
XLK icon
127
State Street Technology Select Sector SPDR ETF
XLK
$115B
$701K 0.11%
4,867
+135
XLG icon
128
Invesco S&P 500 Top 50 ETF
XLG
$11.2B
$649K 0.1%
10,950
+251
GBTC icon
129
Grayscale Bitcoin Trust
GBTC
$12B
$644K 0.1%
9,418
SITE icon
130
SiteOne Landscape Supply
SITE
$5.23B
$635K 0.1%
5,097
AMP icon
131
Ameriprise Financial
AMP
$42.2B
$631K 0.1%
1,287
HEDJ icon
132
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.8B
$631K 0.1%
11,886
-74,435
BLOK icon
133
Amplify Blockchain Technology ETF
BLOK
$1.29B
$629K 0.1%
11,050
-2,048
SCHG icon
134
Schwab US Large-Cap Growth ETF
SCHG
$56.9B
$627K 0.1%
19,235
-1,970
USRT icon
135
iShares Core US REIT ETF
USRT
$3.8B
$619K 0.09%
10,866
+204
AMGN icon
136
Amgen
AMGN
$182B
$616K 0.09%
1,881
-45
RS icon
137
Reliance Steel & Aluminium
RS
$18.8B
$611K 0.09%
2,116
ORCL icon
138
Oracle
ORCL
$546B
$610K 0.09%
3,126
+54
GS icon
139
Goldman Sachs
GS
$282B
$607K 0.09%
690
-3
DE icon
140
Deere & Co
DE
$157B
$602K 0.09%
1,293
SLYV icon
141
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.5B
$601K 0.09%
6,608
-56
CRWD icon
142
CrowdStrike
CRWD
$143B
$597K 0.09%
1,273
-104
PDBC icon
143
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.48B
$595K 0.09%
44,875
+1,323
MDYV icon
144
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.54B
$583K 0.09%
6,883
+176
VEA icon
145
Vanguard FTSE Developed Markets ETF
VEA
$227B
$579K 0.09%
9,265
+244
LMT icon
146
Lockheed Martin
LMT
$120B
$578K 0.09%
1,196
-30
DES icon
147
WisdomTree US SmallCap Dividend Fund
DES
$2.05B
$578K 0.09%
17,275
+250
QCOM icon
148
Qualcomm
QCOM
$225B
$577K 0.09%
3,375
-115
ETN icon
149
Eaton
ETN
$158B
$558K 0.08%
1,751
+12
XLE icon
150
State Street Energy Select Sector SPDR ETF
XLE
$41.2B
$557K 0.08%
12,464
-5,816
4 5
6
7 8