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
$525M
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.42M
3
+$2.3M
4
TROW icon
T. Rowe Price
TROW
+$1.58M
5
YELP icon
Yelp
YELP
+$1.43M

Top Sells

1
+$15.2M
2
+$15.2M
3
+$8.09M
4
WTV icon
WisdomTree US Value Fund
WTV
+$8.08M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$7.99M

Sector Composition

1 Technology 13.73%
2 Communication Services 3.51%
3 Financials 3.37%
4 Consumer Discretionary 2.71%
5 Healthcare 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLV icon
151
State Street Health Care Select Sector SPDR ETF
XLV
$37.5B
$419K 0.08%
2,858
+6
MA icon
152
Mastercard
MA
$422B
$417K 0.08%
836
+1
ELM
153
Elm Market Navigator ETF
ELM
$579M
$414K 0.08%
+15,265
MUB icon
154
iShares National Muni Bond ETF
MUB
$44.8B
$409K 0.08%
3,850
-26
SPEM icon
155
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$18.3B
$408K 0.08%
8,690
+45
FXH icon
156
First Trust Health Care AlphaDEX Fund
FXH
$851M
$407K 0.08%
3,709
+4
GRID icon
157
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.5B
$403K 0.08%
2,463
+256
VGK icon
158
Vanguard FTSE Europe ETF
VGK
$30.5B
$402K 0.08%
4,881
+880
CSCO icon
159
Cisco
CSCO
$505B
$396K 0.08%
5,100
+9
CVX icon
160
Chevron
CVX
$374B
$384K 0.07%
1,858
+9
EXC icon
161
Exelon
EXC
$46B
$384K 0.07%
7,834
-10
EFAX icon
162
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$497M
$376K 0.07%
7,561
+105
UVSP icon
163
Univest Financial
UVSP
$1.11B
$368K 0.07%
10,750
-1,000
UBER icon
164
Uber
UBER
$146B
$366K 0.07%
5,085
-511
GD icon
165
General Dynamics
GD
$91.3B
$366K 0.07%
1,065
-525
IJK icon
166
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$362K 0.07%
3,600
IHDG icon
167
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.22B
$356K 0.07%
7,398
-1,065
ORCL icon
168
Oracle
ORCL
$703B
$352K 0.07%
2,389
-737
NEM icon
169
Newmont
NEM
$117B
$345K 0.07%
3,191
-18
USAI icon
170
Pacer American Energy Infrastructure ETF
USAI
$108M
$338K 0.06%
7,195
+30
MOG.A icon
171
Moog Inc Class A
MOG.A
$11.8B
$336K 0.06%
1,150
+2
CLX icon
172
Clorox
CLX
$10.8B
$334K 0.06%
3,222
+59
LRCX icon
173
Lam Research
LRCX
$418B
$333K 0.06%
1,560
-151
DBC icon
174
Invesco DB Commodity Index Tracking Fund
DBC
$1.73B
$328K 0.06%
11,319
APH icon
175
Amphenol
APH
$183B
$326K 0.06%
2,579
-18
5 6
7
8 9