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
TJX icon
176
TJX Companies
TJX
$163B
$401K 0.06%
3,249
+10
KMB icon
177
Kimberly-Clark
KMB
$34.2B
$398K 0.06%
3,088
+10
PINK icon
178
Simplify Health Care ETF
PINK
$159M
$397K 0.06%
13,231
+9
MSTR icon
179
Strategy Inc
MSTR
$66.5B
$392K 0.06%
970
+22
TSM icon
180
TSMC
TSM
$1.51T
$391K 0.06%
1,725
-35
MUB icon
181
iShares National Muni Bond ETF
MUB
$40.3B
$385K 0.06%
3,688
+1
EFAX icon
182
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$414M
$385K 0.06%
8,127
-1
FXH icon
183
First Trust Health Care AlphaDEX Fund
FXH
$947M
$381K 0.06%
3,679
-523
BND icon
184
Vanguard Total Bond Market
BND
$137B
$380K 0.06%
5,158
+3
BLK icon
185
Blackrock
BLK
$168B
$375K 0.06%
357
EFA icon
186
iShares MSCI EAFE ETF
EFA
$69.2B
$373K 0.06%
4,173
-51
IHDG icon
187
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.39B
$371K 0.06%
8,234
-124,867
HSY icon
188
Hershey
HSY
$35B
$367K 0.06%
2,213
+1
CSCO icon
189
Cisco
CSCO
$283B
$360K 0.06%
5,182
+14
UVSP icon
190
Univest Financial
UVSP
$872M
$353K 0.06%
11,750
-11,750
EXC icon
191
Exelon
EXC
$45.8B
$340K 0.05%
7,834
IJK icon
192
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.29B
$338K 0.05%
3,720
-333
NKE icon
193
Nike
NKE
$93.3B
$338K 0.05%
4,753
-257
VWO icon
194
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$336K 0.05%
6,800
-44
ABT icon
195
Abbott
ABT
$221B
$331K 0.05%
2,433
-46
DIS icon
196
Walt Disney
DIS
$206B
$328K 0.05%
2,647
-115
CMG icon
197
Chipotle Mexican Grill
CMG
$39.4B
$328K 0.05%
5,844
-826
VIGI icon
198
Vanguard International Dividend Appreciation ETF
VIGI
$8.64B
$328K 0.05%
3,639
-2,323
HON icon
199
Honeywell
HON
$127B
$327K 0.05%
1,404
-37
ARKK icon
200
ARK Innovation ETF
ARKK
$8.57B
$326K 0.05%
4,635
-595
6 7
8
9 10