IA
Insight Advisors Portfolio holdings
AUM
$620M
1-Year Return
12.74%
This Quarter Return
+4.1%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$574M
AUM Growth
+$27M
(+4.9%)
Cap. Flow
+$5.46M
Cap. Flow
% of AUM
0.95%
Top 10 Holdings %
Top 10 Hldgs %
51.02%
Holding
302
New
17
Increased
136
Reduced
115
Closed
9
Top Buys
Top Sells
| 1 |
WisdomTree US MidCap Dividend Fund
DON
|
$2.73M |
| 2 |
WisdomTree International Multifactor Fund
DWMF
|
$1.61M |
| 3 |
WisdomTree International SmallCap Dividend Fund
DLS
|
$1.57M |
| 4 |
NVIDIA
NVDA
|
$1.24M |
| 5 |
SPDR Portfolio TIPS ETF
SPIP
|
$1.11M |
Sector Composition
| 1 | Technology | 11.97% |
| 2 | Consumer Discretionary | 3.24% |
| 3 | Financials | 3.06% |
| 4 | Communication Services | 2.16% |
| 5 | Healthcare | 1.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Oracle
ORCL
$654B
| $529K | 0.09% |
3,102
-37
| -1% | -$6.31K |
|
152
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $527K | 0.09% |
9,988
-81
| -0.8% | -$4.28K |
|
153
iShares S&P 500 Value ETF
IVE
$41B
| $524K | 0.09% |
2,656
-23
| -0.9% | -$4.54K |
|
154
Technology Select Sector SPDR Fund
XLK
$84.1B
| $524K | 0.09% |
2,320
+309
| +15% | +$69.8K |
|
155
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$1.5B
| $519K | 0.09% |
22,543
+159
| +0.7% | +$3.66K |
|
156
General Dynamics
GD
$86.8B
| $511K | 0.09% |
1,691
-46
| -3% | -$13.9K |
|
157
Vanguard Total Bond Market
BND
$135B
| $501K | 0.09% |
6,674
+1,046
| +19% | +$78.6K |
|
158
Visa
V
$666B
| $501K | 0.09% |
1,820
+20
| +1% | +$5.5K |
|
159
Accenture
ACN
$159B
| $499K | 0.09% |
1,412
-217
| -13% | -$76.7K |
|
160
iShares Silver Trust
SLV
$20.1B
| $496K | 0.09% |
17,453
-57
| -0.3% | -$1.62K |
|
161
Vanguard Small-Cap ETF
VB
$67.2B
| $495K | 0.09% |
2,086
+2
| +0.1% | +$475 |
|
162
AbbVie
ABBV
$375B
| $492K | 0.08% |
2,491
+16
| +0.6% | +$3.16K |
|
163
First Trust Health Care AlphaDEX Fund
FXH
$934M
| $484K | 0.08% |
4,328
+4
| +0.1% | +$447 |
|
164
iShares Russell 1000 Value ETF
IWD
$63.5B
| $479K | 0.08% |
2,526
+11
| +0.4% | +$2.09K |
|
165
RH
RH
$4.7B
| $474K | 0.08% |
1,416
+18
| +1% | +$6.02K |
|
166
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.22B
| $473K | 0.08% |
5,143
-133
| -3% | -$12.2K |
|
167
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.5B
| $471K | 0.08% |
5,038
+169
| +3% | +$15.8K |
|
168
ARK Fintech Innovation ETF
ARKF
$1.33B
| $467K | 0.08% |
15,669
-269
| -2% | -$8.02K |
|
169
Grayscale Bitcoin Trust
GBTC
$44.8B
| $467K | 0.08% |
9,241
-989
| -10% | -$49.9K |
|
170
Consolidated Edison
ED
$35.4B
| $458K | 0.08% |
4,400
| – | – |
|
171
Nike
NKE
$109B
| $450K | 0.08% |
5,094
+153
| +3% | +$13.5K |
|
172
FT Vest US Small Cap Moderate Buffer ETF May
SMAY
$101M
| $450K | 0.08% |
18,313
-11,335
| -38% | -$279K |
|
173
ARK Genomic Revolution ETF
ARKG
$1.08B
| $441K | 0.08% |
17,233
-3,207
| -16% | -$82.1K |
|
174
Univest Financial
UVSP
$898M
| $429K | 0.07% |
15,250
-1,000
| -6% | -$28.1K |
|
175
Hershey
HSY
$37.6B
| $421K | 0.07% |
2,196
-5
| -0.2% | -$959 |
|