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
FDN icon
201
First Trust Dow Jones Internet Index Fund ETF
FDN
$6.32B
$320K 0.05%
1,187
AGNG icon
202
Global X Aging Population ETF
AGNG
$74.4M
$319K 0.05%
10,012
+745
NVO icon
203
Novo Nordisk
NVO
$277B
$316K 0.05%
4,579
-247
FTCS icon
204
First Trust Capital Strength ETF
FTCS
$8.36B
$316K 0.05%
3,473
+103
ECL icon
205
Ecolab
ECL
$78.5B
$316K 0.05%
1,171
DLS icon
206
WisdomTree International SmallCap Dividend Fund
DLS
$1.03B
$310K 0.05%
4,130
-2,278
BSV icon
207
Vanguard Short-Term Bond ETF
BSV
$42.4B
$310K 0.05%
3,936
+2
COR icon
208
Cencora
COR
$68.8B
$307K 0.05%
1,025
-342
DPZ icon
209
Domino's
DPZ
$13.5B
$307K 0.05%
681
-53
ELD icon
210
WisdomTree Emerging Markets Local Debt Fund
ELD
$88M
$306K 0.05%
10,950
+2
USFR icon
211
WisdomTree Floating Rate Treasury Fund
USFR
$16.4B
$304K 0.05%
6,036
-12,058
VYMI icon
212
Vanguard International High Dividend Yield ETF
VYMI
$15.4B
$301K 0.05%
3,761
-295
SO icon
213
Southern Company
SO
$97.9B
$298K 0.05%
3,247
USAI icon
214
Pacer American Energy Independence ETF
USAI
$82.5M
$298K 0.05%
7,320
+33
MU icon
215
Micron Technology
MU
$408B
$297K 0.05%
+2,408
GSY icon
216
Invesco Ultra Short Duration ETF
GSY
$3.24B
$293K 0.05%
5,851
VHT icon
217
Vanguard Health Care ETF
VHT
$17.4B
$291K 0.05%
1,172
+3
UNH icon
218
UnitedHealth
UNH
$300B
$290K 0.05%
929
-37
IEFA icon
219
iShares Core MSCI EAFE ETF
IEFA
$170B
$289K 0.05%
3,467
+7
LRCX icon
220
Lam Research
LRCX
$280B
$289K 0.05%
2,969
-996
IWP icon
221
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
$287K 0.05%
2,070
+1
SPAB icon
222
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.12B
$286K 0.05%
11,165
-1,537
DLN icon
223
WisdomTree US LargeCap Dividend Fund
DLN
$5.72B
$284K 0.05%
3,453
-24
NOW icon
224
ServiceNow
NOW
$134B
$280K 0.04%
+1,360
DVY icon
225
iShares Select Dividend ETF
DVY
$21.8B
$279K 0.04%
2,097
+7
7 8
9
10 11