IA

Insight Advisors Portfolio holdings

AUM $660M
1-Year Est. Return 14.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.89%
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
GD icon
151
General Dynamics
GD
$98.6B
$535K 0.08%
1,590
-4
IWD icon
152
iShares Russell 1000 Value ETF
IWD
$69.9B
$526K 0.08%
2,499
+9
TSM icon
153
TSMC
TSM
$1.83T
$526K 0.08%
1,730
-16
ABBV icon
154
AbbVie
ABBV
$414B
$524K 0.08%
2,294
-64
CWEN icon
155
Clearway Energy Class C
CWEN
$4.49B
$516K 0.08%
15,501
-549
BUG icon
156
Global X Cybersecurity ETF
BUG
$819M
$505K 0.08%
16,577
+313
TJX icon
157
TJX Companies
TJX
$177B
$499K 0.08%
3,246
+13
CLOU icon
158
Global X Cloud Computing ETF
CLOU
$211M
$498K 0.08%
+22,019
LGLV icon
159
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.17B
$494K 0.07%
2,812
+15
SPMO icon
160
Invesco S&P 500 Momentum ETF
SPMO
$13.4B
$491K 0.07%
4,118
-85
ONEY icon
161
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$852M
$488K 0.07%
4,296
+50
MA icon
162
Mastercard
MA
$468B
$477K 0.07%
835
+18
FTHI icon
163
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2B
$474K 0.07%
20,070
+181
ITA icon
164
iShares US Aerospace & Defense ETF
ITA
$16B
$467K 0.07%
2,176
-183
VB icon
165
Vanguard Small-Cap ETF
VB
$73B
$467K 0.07%
1,809
+11
BAH icon
166
Booz Allen Hamilton
BAH
$9.55B
$458K 0.07%
5,431
-40
UBER icon
167
Uber
UBER
$157B
$457K 0.07%
5,596
-318
XLV icon
168
State Street Health Care Select Sector SPDR ETF
XLV
$41.9B
$441K 0.07%
2,852
-117
ED icon
169
Consolidated Edison
ED
$40.6B
$438K 0.07%
4,405
+5
PYPL icon
170
PayPal
PYPL
$42.7B
$431K 0.07%
7,388
-154
EMB icon
171
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.3B
$428K 0.06%
4,445
-119
FXH icon
172
First Trust Health Care AlphaDEX Fund
FXH
$899M
$422K 0.06%
3,705
-84
WDEF
173
WisdomTree Europe Defense Fund
WDEF
$70.3M
$422K 0.06%
+14,537
MUB icon
174
iShares National Muni Bond ETF
MUB
$42.8B
$415K 0.06%
3,876
-63
IHDG icon
175
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.27B
$412K 0.06%
8,463
+88
5 6
7
8 9