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
ELD icon
201
WisdomTree Emerging Markets Local Debt Fund
ELD
$86.4M
$316K 0.05%
11,009
+59
SPAB icon
202
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.08B
$314K 0.05%
12,162
+997
MSTR icon
203
Strategy Inc
MSTR
$52.1B
$313K 0.05%
970
ABT icon
204
Abbott
ABT
$220B
$312K 0.05%
2,326
-107
APH icon
205
Amphenol
APH
$173B
$306K 0.05%
2,475
+25
VHT icon
206
Vanguard Health Care ETF
VHT
$17.3B
$303K 0.05%
1,164
-8
IEFA icon
207
iShares Core MSCI EAFE ETF
IEFA
$160B
$303K 0.05%
3,466
-1
USFR icon
208
WisdomTree Floating Rate Treasury Fund
USFR
$16.7B
$300K 0.05%
5,963
-73
DVY icon
209
iShares Select Dividend ETF
DVY
$20.6B
$299K 0.05%
2,103
+6
ORLY icon
210
O'Reilly Automotive
ORLY
$84.3B
$299K 0.05%
2,770
GPN icon
211
Global Payments
GPN
$18.6B
$299K 0.05%
3,594
+614
DIS icon
212
Walt Disney
DIS
$187B
$299K 0.05%
2,607
-40
SO icon
213
Southern Company
SO
$98B
$297K 0.05%
3,137
-110
DLN icon
214
WisdomTree US LargeCap Dividend Fund
DLN
$5.52B
$296K 0.05%
3,406
-47
HON icon
215
Honeywell
HON
$123B
$296K 0.05%
1,406
+2
IWP icon
216
iShares Russell Mid-Cap Growth ETF
IWP
$19.8B
$295K 0.05%
2,069
-1
DPZ icon
217
Domino's
DPZ
$14.3B
$295K 0.05%
682
+1
GSY icon
218
Invesco Ultra Short Duration ETF
GSY
$3.22B
$294K 0.04%
5,851
USAI icon
219
Pacer American Energy Independence ETF
USAI
$83.7M
$293K 0.04%
7,349
+29
ETHA
220
iShares Ethereum Trust ETF
ETHA
$1.72B
$291K 0.04%
+9,247
UNH icon
221
UnitedHealth
UNH
$294B
$291K 0.04%
841
-88
CVX icon
222
Chevron
CVX
$300B
$290K 0.04%
1,863
+126
COR icon
223
Cencora
COR
$68B
$286K 0.04%
915
-110
GLXY
224
Galaxy Digital Inc
GLXY
$4.87B
$283K 0.04%
+8,382
MO icon
225
Altria Group
MO
$98.7B
$282K 0.04%
4,266
-139
7 8
9
10 11