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
$620M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$4.12M
3
+$3.45M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.42M
5
WTV icon
WisdomTree US Value Fund
WTV
+$3.42M

Top Sells

1
+$5.63M
2
+$4.74M
3
+$4.64M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.99M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.45M

Sector Composition

1 Technology 11.6%
2 Financials 3.2%
3 Consumer Discretionary 2.99%
4 Communication Services 2.43%
5 Consumer Staples 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SLYV icon
151
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.17B
$517K 0.08%
6,484
-64
CWEN icon
152
Clearway Energy Class C
CWEN
$4.24B
$512K 0.08%
15,994
+48
XLG icon
153
Invesco S&P 500 Top 50 ETF
XLG
$11.3B
$503K 0.08%
9,660
+612
GNOM icon
154
Global X Genomics & Biotechnology ETF
GNOM
$55.3M
$503K 0.08%
14,919
+4,830
CLOU icon
155
Global X Cloud Computing ETF
CLOU
$319M
$502K 0.08%
21,536
-2,636
IWD icon
156
iShares Russell 1000 Value ETF
IWD
$65.8B
$484K 0.08%
2,490
+5
LGLV icon
157
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.09B
$479K 0.08%
2,740
-219
SPMO icon
158
Invesco S&P 500 Momentum ETF
SPMO
$16.7B
$478K 0.08%
4,254
-751
GD icon
159
General Dynamics
GD
$95.2B
$470K 0.08%
1,613
-78
CL icon
160
Colgate-Palmolive
CL
$64.1B
$470K 0.08%
5,170
-119
FSK icon
161
FS KKR Capital
FSK
$4.34B
$460K 0.07%
22,148
+950
MA icon
162
Mastercard
MA
$501B
$455K 0.07%
809
ABBV icon
163
AbbVie
ABBV
$398B
$453K 0.07%
2,443
-9
ONEY icon
164
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$877M
$452K 0.07%
4,178
-253
FTHI icon
165
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$1.6B
$451K 0.07%
19,716
+170
ENVX icon
166
Enovix
ENVX
$1.91B
$446K 0.07%
49,325
ITA icon
167
iShares US Aerospace & Defense ETF
ITA
$11.5B
$444K 0.07%
2,356
+2
ED icon
168
Consolidated Edison
ED
$35.9B
$442K 0.07%
4,400
PM icon
169
Philip Morris
PM
$244B
$441K 0.07%
2,419
+67
VB icon
170
Vanguard Small-Cap ETF
VB
$67.6B
$437K 0.07%
1,844
-29
CALF icon
171
Pacer US Small Cap Cash Cows 100 ETF
CALF
$4.05B
$434K 0.07%
10,910
-61,571
EMB icon
172
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$418K 0.07%
4,512
-141
ACN icon
173
Accenture
ACN
$150B
$417K 0.07%
1,395
-7
CLX icon
174
Clorox
CLX
$12.8B
$407K 0.07%
3,393
-192
SPEM icon
175
SPDR Portfolio Emerging Markets ETF
SPEM
$14.7B
$402K 0.06%
9,400
+25
5 6
7
8 9