IA
Insight Advisors Portfolio holdings
AUM
$620M
1-Year Return
12.74%
This Quarter Return
-1.91%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$437M
AUM Growth
-$11.1M
(-2.5%)
Cap. Flow
-$55.9K
Cap. Flow
% of AUM
-0.01%
Top 10 Holdings %
Top 10 Hldgs %
52.04%
Holding
293
New
9
Increased
99
Reduced
129
Closed
18
Top Buys
| 1 |
Pacer US Cash Cows 100 ETF
COWZ
|
$3.74M |
| 2 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$3.1M |
| 3 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
$2.28M |
| 4 |
Vanguard International Dividend Appreciation ETF
VIGI
|
$1.54M |
| 5 |
Broadcom
AVGO
|
$1.16M |
Top Sells
Sector Composition
| 1 | Technology | 9.83% |
| 2 | Consumer Discretionary | 4.24% |
| 3 | Financials | 3.15% |
| 4 | Healthcare | 2.09% |
| 5 | Communication Services | 1.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Oracle
ORCL
$654B
| $303K | 0.07% |
2,863
+151
| +6% | +$16K |
|
202
Vanguard Total Bond Market
BND
$135B
| $303K | 0.07% |
4,336
+1
| +0% | +$70 |
|
203
Amplify CWP Enhanced Dividend Income ETF
DIVO
$4.99B
| $300K | 0.07% |
8,642
+15
| +0.2% | +$521 |
|
204
Qualcomm
QCOM
$172B
| $299K | 0.07% |
2,696
-24
| -0.9% | -$2.67K |
|
205
iShares National Muni Bond ETF
MUB
$38.9B
| $299K | 0.07% |
2,918
| – | – |
|
206
Exelon
EXC
$43.9B
| $296K | 0.07% |
7,834
| – | – |
|
207
Domino's
DPZ
$15.7B
| $293K | 0.07% |
775
-360
| -32% | -$136K |
|
208
Invesco Ultra Short Duration ETF
GSY
$2.95B
| $291K | 0.07% |
5,851
| – | – |
|
209
ARK Innovation ETF
ARKK
$7.49B
| $286K | 0.07% |
7,212
-340
| -5% | -$13.5K |
|
210
Lam Research
LRCX
$130B
| $286K | 0.07% |
4,560
-10
| -0.2% | -$627 |
|
211
Vanguard FTSE Emerging Markets ETF
VWO
$97.2B
| $285K | 0.07% |
7,274
| – | – |
|
212
Constellation Energy
CEG
$94.2B
| $285K | 0.07% |
2,610
| – | – |
|
213
Univest Financial
UVSP
$898M
| $282K | 0.06% |
16,250
+250
| +2% | +$4.35K |
|
214
Vanguard Real Estate ETF
VNQ
$34.7B
| $282K | 0.06% |
3,733
+507
| +16% | +$38.4K |
|
215
Citigroup
C
$176B
| $277K | 0.06% |
6,733
-38,758
| -85% | -$1.59M |
|
216
Vanguard Total Stock Market ETF
VTI
$528B
| $276K | 0.06% |
1,299
-7
| -0.5% | -$1.49K |
|
217
Cencora
COR
$56.7B
| $274K | 0.06% |
1,524
| – | – |
|
218
Philip Morris
PM
$251B
| $273K | 0.06% |
2,946
+45
| +2% | +$4.17K |
|
219
Cisco
CSCO
$264B
| $266K | 0.06% |
4,957
-171
| -3% | -$9.19K |
|
220
Starbucks
SBUX
$97.1B
| $266K | 0.06% |
2,917
-900
| -24% | -$82.2K |
|
221
Bristol-Myers Squibb
BMY
$96B
| $266K | 0.06% |
4,576
-1,731
| -27% | -$100K |
|
222
Philips
PHG
$26.5B
| $265K | 0.06% |
+14,339
| New | +$265K |
|
223
Salesforce
CRM
$239B
| $264K | 0.06% |
1,302
-291
| -18% | -$59K |
|
224
iShares 0-3 Month Treasury Bond ETF
SGOV
$56B
| $264K | 0.06% |
+2,621
| New | +$264K |
|
225
iShares Floating Rate Bond ETF
FLOT
$9.12B
| $263K | 0.06% |
5,176
| – | – |
|