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
EFA icon
176
iShares MSCI EAFE ETF
EFA
$73.9B
$407K 0.06%
4,235
+65
SPEM icon
177
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.5B
$405K 0.06%
8,645
-86
XLI icon
178
State Street Industrial Select Sector SPDR ETF
XLI
$31.5B
$402K 0.06%
2,594
+1,142
HSY icon
179
Hershey
HSY
$47.5B
$400K 0.06%
2,195
-49
CL icon
180
Colgate-Palmolive
CL
$76.6B
$399K 0.06%
5,049
+17
AKRE
181
Akre Focus ETF
AKRE
$7.51B
$398K 0.06%
+6,078
CSCO icon
182
Cisco
CSCO
$312B
$392K 0.06%
5,091
+27
PM icon
183
Philip Morris
PM
$277B
$390K 0.06%
2,433
-40
NKE icon
184
Nike
NKE
$87.9B
$386K 0.06%
6,064
-24
UVSP icon
185
Univest Financial
UVSP
$957M
$385K 0.06%
11,750
BLK icon
186
Blackrock
BLK
$163B
$381K 0.06%
356
ALB icon
187
Albemarle
ALB
$19.4B
$381K 0.06%
+2,691
EFAX icon
188
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$486M
$376K 0.06%
7,456
-251
FSK icon
189
FS KKR Capital
FSK
$3.07B
$366K 0.06%
24,736
+1,937
BND icon
190
Vanguard Total Bond Market
BND
$151B
$355K 0.05%
4,797
-138
ACN icon
191
Accenture
ACN
$129B
$353K 0.05%
1,314
-27
APH icon
192
Amphenol
APH
$159B
$351K 0.05%
2,597
+122
IJK icon
193
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.82B
$349K 0.05%
3,600
-120
DTD icon
194
WisdomTree US Total Dividend Fund
DTD
$1.54B
$346K 0.05%
+4,081
EXC icon
195
Exelon
EXC
$50.1B
$342K 0.05%
7,844
+10
VYMI icon
196
Vanguard International High Dividend Yield ETF
VYMI
$17.2B
$339K 0.05%
3,768
+7
GRID icon
197
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$7.68B
$338K 0.05%
2,207
-97
VHT icon
198
Vanguard Health Care ETF
VHT
$17.4B
$336K 0.05%
1,168
+4
VGK icon
199
Vanguard FTSE Europe ETF
VGK
$30.5B
$335K 0.05%
4,001
RH icon
200
RH
RH
$2.93B
$334K 0.05%
1,864
-20
6 7
8
9 10