IA

Insight Advisors Portfolio holdings

AUM $525M
1-Year Est. Return 15.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$525M
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.42M
3
+$2.3M
4
TROW icon
T. Rowe Price
TROW
+$1.58M
5
YELP icon
Yelp
YELP
+$1.43M

Top Sells

1
+$15.2M
2
+$15.2M
3
+$8.09M
4
WTV icon
WisdomTree US Value Fund
WTV
+$8.08M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$7.99M

Sector Composition

1 Technology 13.73%
2 Communication Services 3.51%
3 Financials 3.37%
4 Consumer Discretionary 2.71%
5 Healthcare 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RH icon
201
RH
RH
$2.95B
$261K 0.05%
1,864
IJJ icon
202
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.54B
$258K 0.05%
1,947
+1
XLU icon
203
State Street Utilities Select Sector SPDR ETF
XLU
$22B
$255K 0.05%
5,565
+2
AMAT icon
204
Applied Materials
AMAT
$389B
$253K 0.05%
+742
DSTL icon
205
Distillate US Fundamental Stability & Value ETF
DSTL
$1.87B
$253K 0.05%
4,371
+938
WM icon
206
Waste Management
WM
$85.1B
$253K 0.05%
1,101
+1
AMP icon
207
Ameriprise Financial
AMP
$40B
$252K 0.05%
567
-720
LEMB icon
208
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$736M
$250K 0.05%
6,119
+49
VRT icon
209
Vertiv
VRT
$128B
$249K 0.05%
+994
FTCS icon
210
First Trust Capital Strength ETF
FTCS
$7.59B
$249K 0.05%
2,682
+3
VPL icon
211
Vanguard FTSE Pacific ETF
VPL
$9.07B
$245K 0.05%
2,502
-65
IPKW icon
212
Invesco International BuyBack Achievers ETF
IPKW
$534M
$244K 0.05%
4,340
-227
IDEV icon
213
iShares Core MSCI International Developed Markets ETF
IDEV
$30.7B
$242K 0.05%
2,900
-100
NVO
214
Novo Nordisk
NVO
$190B
$242K 0.05%
6,594
+421
ORLY icon
215
O'Reilly Automotive
ORLY
$71.5B
$242K 0.05%
2,625
-150
VOX icon
216
Vanguard Communication Services ETF
VOX
$5.85B
$242K 0.05%
1,345
ARKK icon
217
ARK Innovation ETF
ARKK
$6.72B
$240K 0.05%
3,557
+552
IWP icon
218
iShares Russell Mid-Cap Growth ETF
IWP
$20.6B
$235K 0.04%
1,831
-20
ACN icon
219
Accenture
ACN
$114B
$234K 0.04%
1,180
-134
ABT icon
220
Abbott
ABT
$151B
$232K 0.04%
2,256
-5
USMV icon
221
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$221K 0.04%
2,387
-57
DIS icon
222
Walt Disney
DIS
$176B
$219K 0.04%
2,268
-3
PFE icon
223
Pfizer
PFE
$146B
$219K 0.04%
+7,786
LHX icon
224
L3Harris
LHX
$57.4B
$217K 0.04%
+630
NBIS
225
Nebius Group N.V.
NBIS
$66.2B
$212K 0.04%
+2,041
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