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
DLS icon
201
WisdomTree International SmallCap Dividend Fund
DLS
$1.04B
$331K 0.05%
4,091
+21
ELD icon
202
WisdomTree Emerging Markets Local Debt Fund
ELD
$119M
$322K 0.05%
11,019
+10
SPAB icon
203
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.18B
$321K 0.05%
12,460
+298
NEM icon
204
Newmont
NEM
$129B
$320K 0.05%
3,209
-23
DPZ icon
205
Domino's
DPZ
$13.7B
$319K 0.05%
766
+84
CLX icon
206
Clorox
CLX
$14.6B
$319K 0.05%
3,163
-236
FDN icon
207
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.62B
$318K 0.05%
1,183
-6
NVO icon
208
Novo Nordisk
NVO
$163B
$314K 0.05%
6,173
-279
TTEQ
209
T. Rowe Price Technology ETF
TTEQ
$136M
$312K 0.05%
+9,598
GE icon
210
GE Aerospace
GE
$350B
$309K 0.05%
1,002
+100
AGNG icon
211
Global X Aging Population ETF
AGNG
$85.4M
$307K 0.05%
8,565
-1,447
COR icon
212
Cencora
COR
$72.3B
$307K 0.05%
909
-6
ECL icon
213
Ecolab
ECL
$84.2B
$305K 0.05%
1,161
DLN icon
214
WisdomTree US LargeCap Dividend Fund
DLN
$5.83B
$300K 0.05%
3,406
DVY icon
215
iShares Select Dividend ETF
DVY
$22.5B
$298K 0.05%
2,110
+7
USFR icon
216
WisdomTree Floating Rate Treasury Fund
USFR
$16.1B
$297K 0.05%
5,898
-65
GSY icon
217
Invesco Ultra Short Duration ETF
GSY
$3.42B
$294K 0.04%
5,851
LRCX icon
218
Lam Research
LRCX
$271B
$293K 0.04%
1,711
-9
KMB icon
219
Kimberly-Clark
KMB
$34.7B
$292K 0.04%
2,892
-195
AEP icon
220
American Electric Power
AEP
$71.4B
$286K 0.04%
2,479
CWH icon
221
Camping World
CWH
$479M
$285K 0.04%
29,300
-37,504
HON icon
222
Honeywell
HON
$155B
$285K 0.04%
1,461
+55
ABT icon
223
Abbott
ABT
$198B
$283K 0.04%
2,261
-65
IEFA icon
224
iShares Core MSCI EAFE ETF
IEFA
$173B
$282K 0.04%
3,152
-314
CVX icon
225
Chevron
CVX
$374B
$282K 0.04%
1,849
-14
7 8
9
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