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
$653M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.77M
3
+$761K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$575K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$409K

Top Sells

1
+$3.44M
2
+$2.09M
3
+$1.21M
4
AAPL icon
Apple
AAPL
+$828K
5
FSIG icon
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
+$641K

Sector Composition

1 Technology 12.71%
2 Financials 3.17%
3 Consumer Discretionary 2.98%
4 Communication Services 2.74%
5 Consumer Staples 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMGN icon
151
Amgen
AMGN
$182B
$544K 0.08%
1,926
-20
GD icon
152
General Dynamics
GD
$90.7B
$544K 0.08%
1,594
-19
VEA icon
153
Vanguard FTSE Developed Markets ETF
VEA
$185B
$541K 0.08%
9,021
-71
SPMO icon
154
Invesco S&P 500 Momentum ETF
SPMO
$12.8B
$509K 0.08%
4,203
-51
IWD icon
155
iShares Russell 1000 Value ETF
IWD
$67.6B
$508K 0.08%
2,490
PYPL icon
156
PayPal
PYPL
$58.9B
$506K 0.08%
7,542
-24
LGLV icon
157
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.11B
$498K 0.08%
2,797
+57
ITA icon
158
iShares US Aerospace & Defense ETF
ITA
$11.8B
$494K 0.08%
2,359
+3
TSM icon
159
TSMC
TSM
$1.51T
$488K 0.07%
1,746
+21
ONEY icon
160
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$847M
$480K 0.07%
4,246
+68
FTHI icon
161
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$1.79B
$472K 0.07%
19,889
+173
TJX icon
162
TJX Companies
TJX
$167B
$467K 0.07%
3,233
-16
MA icon
163
Mastercard
MA
$490B
$465K 0.07%
817
+8
VB icon
164
Vanguard Small-Cap ETF
VB
$68.7B
$459K 0.07%
1,798
-46
CWEN icon
165
Clearway Energy Class C
CWEN
$4.19B
$453K 0.07%
16,050
+56
ED icon
166
Consolidated Edison
ED
$35B
$442K 0.07%
4,400
EMB icon
167
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15.4B
$434K 0.07%
4,564
+52
NKE icon
168
Nike
NKE
$96B
$425K 0.06%
6,088
+1,335
HSY icon
169
Hershey
HSY
$37.1B
$420K 0.06%
2,244
+31
MUB icon
170
iShares National Muni Bond ETF
MUB
$41.4B
$420K 0.06%
3,939
+251
CLX icon
171
Clorox
CLX
$12.9B
$419K 0.06%
3,399
+6
ENVX icon
172
Enovix
ENVX
$1.63B
$419K 0.06%
42,003
-7,322
FXH icon
173
First Trust Health Care AlphaDEX Fund
FXH
$939M
$416K 0.06%
3,789
+110
BLK icon
174
Blackrock
BLK
$161B
$415K 0.06%
356
-1
XLV icon
175
State Street Health Care Select Sector SPDR ETF
XLV
$40.1B
$414K 0.06%
2,969
-1,478
5 6
7
8 9