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
DVY icon
176
iShares Select Dividend ETF
DVY
$22.5B
$323K 0.06%
2,135
+25
AKRE
177
Akre Focus ETF
AKRE
$6.06B
$321K 0.06%
6,066
-12
BLK icon
178
Blackrock
BLK
$158B
$320K 0.06%
333
-23
VHT icon
179
Vanguard Health Care ETF
VHT
$16.2B
$319K 0.06%
1,170
+2
SPAB icon
180
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.66B
$318K 0.06%
12,422
-38
NKE icon
181
Nike
NKE
$64.8B
$315K 0.06%
5,972
-92
HON icon
182
Honeywell
HON
$149B
$310K 0.06%
1,371
-90
DLS icon
183
WisdomTree International SmallCap Dividend Fund
DLS
$1.07B
$310K 0.06%
3,801
-290
ECL icon
184
Ecolab
ECL
$72.1B
$309K 0.06%
1,161
PM icon
185
Philip Morris
PM
$271B
$307K 0.06%
1,856
-577
EES icon
186
WisdomTree US SmallCap Earnings Fund
EES
$692M
$299K 0.06%
5,146
-49,046
COR icon
187
Cencora
COR
$51.5B
$287K 0.05%
915
+6
HWM icon
188
Howmet Aerospace
HWM
$100B
$287K 0.05%
1,245
IEFA icon
189
iShares Core MSCI EAFE ETF
IEFA
$187B
$285K 0.05%
3,152
KO icon
190
Coca-Cola
KO
$337B
$284K 0.05%
3,737
-35
FEX icon
191
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.57B
$281K 0.05%
2,303
+4
FDN icon
192
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.5B
$275K 0.05%
1,176
-7
ED icon
193
Consolidated Edison
ED
$38.2B
$269K 0.05%
2,380
-2,025
MO icon
194
Altria Group
MO
$116B
$268K 0.05%
4,058
-240
NEE icon
195
NextEra Energy
NEE
$179B
$268K 0.05%
2,881
-19
GE icon
196
GE Aerospace
GE
$331B
$266K 0.05%
937
-65
GSY icon
197
Invesco Ultra Short Duration ETF
GSY
$3.51B
$262K 0.05%
5,235
-616
PTLC icon
198
Pacer Trendpilot US Large Cap ETF
PTLC
$3.37B
$262K 0.05%
5,001
+2
VWO icon
199
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$262K 0.05%
4,844
-110
MCK icon
200
McKesson
MCK
$88.6B
$261K 0.05%
302
+8
6 7
8
9 10