IA
Insight Advisors Portfolio holdings
AUM
$620M
This Quarter Return
+8.31%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$319M
AUM Growth
+$319M
(+0.93%)
Cap. Flow
-$3.44M
Cap. Flow
% of AUM
-1.08%
Top 10 Holdings %
Top 10 Hldgs %
22.97%
Holding
353
New
25
Increased
105
Reduced
155
Closed
44
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 15.37% |
| 2 | Consumer Discretionary | 8.85% |
| 3 | Financials | 6.98% |
| 4 | Communication Services | 6.19% |
| 5 | Healthcare | 3.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.45T
| $19.5M | 6.12% |
133,979
-2,837
| -2% | -$413K |
|
2
Amazon
AMZN
$2.44T
| $10.9M | 3.41% |
3,259
+142
| +5% | +$473K |
|
3
PayPal
PYPL
$67.1B
| $6.4M | 2.01% |
23,607
-113
| -0.5% | -$30.6K |
|
4
Microsoft
MSFT
$3.77T
| $6.1M | 1.91% |
21,414
+391
| +2% | +$111K |
|
5
NVIDIA
NVDA
$4.24T
| $5.53M | 1.74% |
28,012
+21,471
| +328% | +$4.24M |
|
6
Advanced Micro Devices
AMD
$264B
| $5.24M | 1.64% |
48,268
+7,431
| +18% | +$807K |
|
7
Vanguard Dividend Appreciation ETF
VIG
$95.4B
| $5.2M | 1.63% |
32,665
+1,698
| +5% | +$270K |
|
8
Vanguard Growth ETF
VUG
$185B
| $5.14M | 1.61% |
17,386
-1,045
| -6% | -$309K |
|
9
Alphabet (Google) Class A
GOOGL
$2.57T
| $4.64M | 1.46% |
1,722
-127
| -7% | -$343K |
|
10
Invesco QQQ Trust
QQQ
$364B
| $4.63M | 1.45% |
12,690
+6
| +0% | +$2.19K |
|
11
Netflix
NFLX
$513B
| $4.29M | 1.35% |
8,334
-565
| -6% | -$291K |
|
12
ARK Innovation ETF
ARKK
$7.45B
| $4.23M | 1.33% |
34,899
-996
| -3% | -$121K |
|
13
Meta Platforms (Facebook)
META
$1.86T
| $4.08M | 1.28% |
11,599
+732
| +7% | +$258K |
|
14
ARK Genomic Revolution ETF
ARKG
$1.04B
| $4.07M | 1.28% |
48,213
-592
| -1% | -$50K |
|
15
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.3B
| $4.01M | 1.26% |
65,442
+364
| +0.6% | +$22.3K |
|
16
Vanguard S&P 500 Growth ETF
VOOG
$19.2B
| $3.74M | 1.17% |
13,767
-1,382
| -9% | -$376K |
|
17
Tesla
TSLA
$1.08T
| $3.55M | 1.11% |
5,008
+160
| +3% | +$114K |
|
18
iShares Core S&P 500 ETF
IVV
$662B
| $3.06M | 0.96% |
6,955
-55
| -0.8% | -$24.2K |
|
19
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
| $3.04M | 0.95% |
32,905
+3,508
| +12% | +$324K |
|
20
First Trust Value Line Dividend Fund
FVD
$9.18B
| $2.89M | 0.91% |
71,211
+10,371
| +17% | +$420K |
|
21
Selective Insurance
SIGI
$4.76B
| $2.85M | 0.89% |
35,295
| – | – |
|
22
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.32B
| $2.67M | 0.84% |
58,727
-1,649
| -3% | -$75K |
|
23
Invesco S&P 500 Low Volatility ETF
SPLV
$8B
| $2.6M | 0.82% |
41,227
-2,860
| -6% | -$181K |
|
24
WisdomTree US LargeCap Dividend Fund
DLN
$5.28B
| $2.56M | 0.8% |
20,851
-1,877
| -8% | -$230K |
|
25
First Trust Senior Loan Fund ETF
FTSL
$2.4B
| $2.54M | 0.8% |
53,109
+19,733
| +59% | +$943K |
|