IA
Insight Advisors Portfolio holdings
AUM
$620M
1-Year Return
12.74%
This Quarter Return
+7.62%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$473M
AUM Growth
+$36.4M
(+8.3%)
Cap. Flow
+$6.66M
Cap. Flow
% of AUM
1.41%
Top 10 Holdings %
Top 10 Hldgs %
51.56%
Holding
295
New
20
Increased
98
Reduced
141
Closed
11
Top Buys
| 1 |
Alpha Architect Tail Risk ETF
CAOS
|
$2.32M |
| 2 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
$2.11M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$2.02M |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
$1.71M |
| 5 |
Pacer US Cash Cows 100 ETF
COWZ
|
$1.15M |
Top Sells
Sector Composition
| 1 | Technology | 10.26% |
| 2 | Consumer Discretionary | 4.18% |
| 3 | Financials | 3.07% |
| 4 | Healthcare | 2.01% |
| 5 | Communication Services | 1.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Janus Henderson Short Duration Income ETF
VNLA
$2.75B
| $392K | 0.08% |
8,116
-270
| -3% | -$13K |
|
177
Caterpillar
CAT
$198B
| $391K | 0.08% |
1,323
-39
| -3% | -$11.5K |
|
178
Global Payments
GPN
$21.3B
| $386K | 0.08% |
3,036
| – | – |
|
179
ARK Web x.0 ETF
ARKW
$2.33B
| $384K | 0.08% |
+5,065
| New | +$384K |
|
180
PayPal
PYPL
$65.2B
| $383K | 0.08% |
6,239
-10,280
| -62% | -$631K |
|
181
Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
$87.6M
| $380K | 0.08% |
16,039
-62
| -0.4% | -$1.47K |
|
182
Adobe
ADBE
$148B
| $379K | 0.08% |
636
-1
| -0.2% | -$597 |
|
183
Qualcomm
QCOM
$172B
| $377K | 0.08% |
2,610
-86
| -3% | -$12.4K |
|
184
iShares Silver Trust
SLV
$20.1B
| $377K | 0.08% |
17,302
-4,700
| -21% | -$102K |
|
185
Thermo Fisher Scientific
TMO
$186B
| $374K | 0.08% |
705
-272
| -28% | -$144K |
|
186
Mastercard
MA
$528B
| $365K | 0.08% |
855
+5
| +0.6% | +$2.13K |
|
187
ROBO Global Robotics & Automation Index ETF
ROBO
$1.11B
| $361K | 0.08% |
+6,297
| New | +$361K |
|
188
AbbVie
ABBV
$375B
| $360K | 0.08% |
2,320
-222
| -9% | -$34.4K |
|
189
Univest Financial
UVSP
$898M
| $358K | 0.08% |
16,250
| – | – |
|
190
TJX Companies
TJX
$155B
| $352K | 0.07% |
3,757
+112
| +3% | +$10.5K |
|
191
Bank of America
BAC
$369B
| $351K | 0.07% |
10,422
-733
| -7% | -$24.7K |
|
192
Lam Research
LRCX
$130B
| $350K | 0.07% |
4,470
-90
| -2% | -$7.05K |
|
193
Kimberly-Clark
KMB
$43.1B
| $344K | 0.07% |
2,829
+10
| +0.4% | +$1.22K |
|
194
SPDR Portfolio Emerging Markets ETF
SPEM
$13.3B
| $342K | 0.07% |
9,657
+384
| +4% | +$13.6K |
|
195
iShares US Aerospace & Defense ETF
ITA
$9.3B
| $341K | 0.07% |
2,697
-347
| -11% | -$43.9K |
|
196
Salesforce
CRM
$239B
| $340K | 0.07% |
1,291
-11
| -0.8% | -$2.9K |
|
197
Lockheed Martin
LMT
$108B
| $338K | 0.07% |
745
-82
| -10% | -$37.2K |
|
198
First Trust Senior Loan Fund ETF
FTSL
$2.4B
| $336K | 0.07% |
7,293
-35
| -0.5% | -$1.61K |
|
199
Domino's
DPZ
$15.7B
| $334K | 0.07% |
810
+35
| +5% | +$14.4K |
|
200
Novo Nordisk
NVO
$245B
| $328K | 0.07% |
+3,171
| New | +$328K |
|