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
SPEM icon
176
SPDR Portfolio Emerging Markets ETF
SPEM
$15.2B
$409K 0.06%
8,731
-669
CL icon
177
Colgate-Palmolive
CL
$63.5B
$402K 0.06%
5,032
-138
PM icon
178
Philip Morris
PM
$241B
$401K 0.06%
2,473
+54
CALF icon
179
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.71B
$399K 0.06%
9,109
-1,801
EFA icon
180
iShares MSCI EAFE ETF
EFA
$68.5B
$390K 0.06%
4,170
-3
IHDG icon
181
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.26B
$386K 0.06%
8,375
+141
KMB icon
182
Kimberly-Clark
KMB
$35.5B
$384K 0.06%
3,087
-1
RH icon
183
RH
RH
$2.94B
$383K 0.06%
1,884
+435
EFAX icon
184
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$431M
$380K 0.06%
7,707
-420
BND icon
185
Vanguard Total Bond Market
BND
$142B
$367K 0.06%
4,935
-223
NVO icon
186
Novo Nordisk
NVO
$211B
$358K 0.05%
6,452
+1,873
IJK icon
187
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.11B
$357K 0.05%
3,720
UVSP icon
188
Univest Financial
UVSP
$926M
$353K 0.05%
11,750
EXC icon
189
Exelon
EXC
$45.4B
$353K 0.05%
7,834
GRID icon
190
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$4.86B
$348K 0.05%
+2,304
CSCO icon
191
Cisco
CSCO
$304B
$347K 0.05%
5,064
-118
FSK icon
192
FS KKR Capital
FSK
$4.43B
$340K 0.05%
22,799
+651
AGNG icon
193
Global X Aging Population ETF
AGNG
$78.9M
$335K 0.05%
10,012
FDN icon
194
First Trust Dow Jones Internet Index Fund ETF
FDN
$6.99B
$333K 0.05%
1,189
+2
ACN icon
195
Accenture
ACN
$162B
$331K 0.05%
1,341
-54
MU icon
196
Micron Technology
MU
$270B
$324K 0.05%
1,938
-470
DLS icon
197
WisdomTree International SmallCap Dividend Fund
DLS
$989M
$324K 0.05%
4,070
-60
VGK icon
198
Vanguard FTSE Europe ETF
VGK
$28.2B
$319K 0.05%
4,001
+917
VYMI icon
199
Vanguard International High Dividend Yield ETF
VYMI
$13.5B
$318K 0.05%
3,761
ECL icon
200
Ecolab
ECL
$76.7B
$318K 0.05%
1,161
-10
6 7
8
9 10