FNITX
Fidelity Advisor New Insights M
1W: -0.9%
1M: +1.3%
3M: -0.5%
YTD: +10.6%
1Y: +15.1%
3Y: +80.1%
5Y: +26.0%
$47.12
+0.45 (+0.96%)
Weekly Expected Move ±1.7%
$45
$46
$47
$47
$48
ETF-Level Metrics
AUM$29.6B
Holdings371
Top 10 Wt42.5%
Beta1.08
% Profitable68%
Coverage93%
Portfolio Valuation
P/E13.3
P/B5.2
P/S5.7
EV/EBITDA16.1
P/FCF25.2
PEG0.23
Profitability & Returns
Gross Margin59.2%
Net Margin43.1%
ROE48.1%
ROA24.2%
ROIC32.5%
Div Yield0.65%
Leverage & Liquidity
Debt/Equity0.34
Debt/Assets0.18
Net Debt/EBITDA-0.3x
Interest Cov47.0x
Current Ratio1.67
Quick Ratio1.54
Growth (YoY)
Revenue+30.2%
Net Income+56.3%
EPS+55.9%
FCF+44.7%
EBITDA+51.4%
Rev CAGR 3Y+34.2%
Quality Scores
Piotroski F6.6
Altman Z14.05
IS Quality78.2
IS Overall68.4
IS Value48.4
Median P/E25.0
Sector Breakdown
12 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Technology | 75 | 28.8% | 177.4 |
| Communication Services | 10 | 14.2% | 11.3 |
| Financial Services | 35 | 11.8% | 15.6 |
| Consumer Cyclical | 42 | 10.6% | 41.4 |
| Industrials | 64 | 10.3% | 41.6 |
| Healthcare | 73 | 9.7% | 1.9 |
| Other | 66 | 7.2% | — |
| Energy | 23 | 3.1% | 25.8 |
| Basic Materials | 25 | 2.6% | 7.7 |
| Consumer Defensive | 15 | 1.2% | 42.3 |
| Real Estate | 5 | 1.1% | 68.6 |
| Utilities | 5 | 0.5% | 13.5 |
Smart Money Overlap
11 holdings with signals| Symbol | Company | Weight % | Signals | Badge | Insider Buys | Congress | Since Signal |
|---|---|---|---|---|---|---|---|
| AVGO | Broadcom Inc. | 2.38% | 4 | Bullish | 1 | 14 | -0.1% |
| BRK-B | Berkshire Hathaway Inc. | 1.86% | 4 | Bullish | 3 | 3 | -1.4% |
| WELL | Welltower Inc. | 0.79% | 4 | Bullish | 4 | 2 | -5.7% |
| SCHW | The Charles Schwab Corporation | 0.35% | 4 | Bullish | 1 | 4 | +10.4% |
| INTC | Intel Corp. | 0.32% | 4 | Bullish | 1 | 6 | +22.1% |
| CASY | Casey's General Stores, Inc. | 0.25% | 4 | Bullish | 1 | 2 | -20.7% |
| IBKR | Interactive Brokers Group, Inc. | 0.15% | 4 | Bullish | 5 | 1 | -2.3% |
| CEG | Constellation Energy Corporation | 0.15% | 4 | Bullish | 1 | 4 | -7.3% |
| MELI | MercadoLibre, Inc. | 0.01% | 4 | Bullish | 3 | 8 | +3.0% |
| PODD | Insulet Corp. | 0.00% | 4 | Bullish | 2 | 2 | -11.1% |
| OKTA | Okta, Inc. | 0.00% | 3 | Bullish | 2 | 0 | +193.6% |
Showing 50 of 438 holdings
· Page 1 of 9
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | NVIDIA Corp | NVDA | 9.61% | $2.6B | 11,290,241 | 29.4 | $5.7T | Technology |
| 2 | Alphabet Inc Class A | GOOGL | 8.92% | $2.4B | 6,990,152 | 16.9 | $4.2T | Communication Services |
| 3 | Amazon.com Inc | AMZN | 5.47% | $1.5B | 5,918,346 | 20.0 | $2.7T | Consumer Cyclical |
| 4 | Space Exploration Technologies Corp Private | — | 4.85% | $1.3B | — | — | — | — |
| 5 | Meta Platforms Inc Class A | META | 4.22% | $1.1B | 1,526,149 | 27.1 | $1.9T | Communication Services |
| 6 | Apple Inc | AAPL | 3.19% | $850.7M | 2,582,478 | 38.1 | $4.9T | Technology |
| 7 | Microsoft Corp | MSFT | 2.50% | $669.0M | 1,314,528 | 28.8 | $3.8T | Technology |
| 8 | Eli Lilly & Co | LLY | 2.44% | $652.0M | 549,707 | 38.2 | $1.1T | Healthcare |
| 9 | Broadcom Inc | AVGO | 2.38% | $636.1M | 1,791,288 | 44.1 | $1.7T | Technology |
| 10 | Berkshire Hathaway Inc Class B | BRK-B | 1.86% | $497.0M | 989,273 | 12.7 | $1.1T | Financial Services |
| 11 | Taiwan Semiconductor Manufacturing Co Ltd ADR | TSM | 1.86% | $495.7M | 1,084,718 | 29.0 | $2.5T | Technology |
| 12 | Chubb Ltd | 0VQD.L | 1.86% | $495.7M | 1,500,442 | 11.6 | $129.6B | Financial Services |
| 13 | Travelers Companies Inc/The | TRV | 1.46% | $390.3M | 1,074,506 | 9.5 | $75.2B | Financial Services |
| 14 | GE Vernova Inc | GEV | 1.25% | $333.8M | 346,856 | 28.0 | $263.3B | Industrials |
| 15 | Amphenol Corp Class A | APH | 1.22% | $325.8M | 3,862,994 | 41.4 | $214.4B | Technology |
| 16 | Seagate Technology Holdings PLC | STX | 1.20% | $319.9M | 350,214 | 58.4 | $190.4B | Technology |
| 17 | Micron Technology Inc | MU | 1.06% | $283.2M | 265,939 | 14.3 | $1.2T | Technology |
| 18 | Parker-Hannifin Corp | PH | 1.04% | $278.5M | 286,987 | 33.7 | $122.6B | Industrials |
| 19 | GE Aerospace | GE | 1.04% | $277.0M | 871,380 | 36.3 | $321.2B | Industrials |
| 20 | Howmet Aerospace Inc | HWM | 1.03% | $276.0M | 1,194,506 | 49.5 | $92.5B | Industrials |
| 21 | TJX Cos Inc/The | TJX | 1.03% | $275.2M | 2,056,411 | 24.5 | $146.6B | Consumer Cyclical |
| 22 | Gilead Sciences Inc | GILD | 1.00% | $267.1M | 1,765,750 | -55.7 | $179.5B | Healthcare |
| 23 | ExxonMobil Holdings Corp | XOM | 0.98% | $263.0M | 1,629,954 | 21.1 | $679.7B | Energy |
| 24 | UnitedHealth Group Inc | UNH | 0.98% | $262.0M | 698,845 | 23.9 | $337.7B | Healthcare |
| 25 | Netflix Inc | NFLX | 0.92% | $245.2M | 3,487,659 | 20.8 | $279.2B | Communication Services |
| 26 | Hilton Worldwide Holdings Inc | HLT | 0.91% | $244.1M | 754,846 | 46.4 | $71.9B | Consumer Cyclical |
| 27 | Visa Inc Class A | V | 0.83% | $223.0M | 609,442 | 30.6 | $673.4B | Financial Services |
| 28 | JPMorgan Chase & Co | JPM | 0.83% | $221.1M | 659,968 | 14.3 | $890.6B | Financial Services |
| 29 | Coca-Cola Co/The | KO | 0.82% | $218.8M | 2,519,987 | 25.7 | $368.5B | Consumer Defensive |
| 30 | Advanced Micro Devices Inc | AMD | 0.79% | $211.3M | 347,726 | 160.9 | $1.0T | Technology |
| 31 | Welltower Inc | WELL | 0.79% | $210.0M | 901,300 | 118.1 | $164.2B | Real Estate |
| 32 | Berkshire Hathaway Inc Class A | BRK-A | 0.78% | $207.7M | 276 | 12.7 | $1.1T | Financial Services |
| 33 | Bank of America Corp | BAC | 0.76% | $201.6M | 3,667,837 | 12.2 | $381.4B | Financial Services |
| 34 | Bank of New York Mellon Corp/The | BNY | 0.69% | $185.4M | 1,261,169 | 16.8 | $99.8B | Financial Services |
| 35 | Wells Fargo & Co | WFC | 0.69% | $183.6M | 2,280,364 | 11.5 | $243.3B | Financial Services |
| 36 | UCB SA | UCB.BR | 0.66% | $176.2M | 751,290 | 17.7 | $38.9B | Healthcare |
| 37 | Palo Alto Networks Inc | PANW | 0.65% | $174.5M | 449,223 | 876.6 | $328.6B | Technology |
| 38 | Nextpower Inc Class A | NXT | 0.61% | $164.2M | 2,070,901 | 21.2 | $12.8B | Energy |
| 39 | Cheniere Energy Inc | LNG | 0.59% | $158.3M | 592,404 | 20.0 | $56.6B | Energy |
| 40 | Viking Holdings Ltd | VIK | 0.57% | $152.8M | 1,941,793 | 26.6 | $35.8B | Consumer Cyclical |
| 41 | Arista Networks Inc | ANET | 0.56% | $148.9M | 734,193 | 64.6 | $261.1B | Technology |
| 42 | Franco-Nevada Corp | FNV.TO | 0.56% | $149.1M | 601,096 | 31.2 | $65.7B | Basic Materials |
| 43 | Corteva Inc | CTVA | 0.52% | $139.6M | 1,792,429 | 7.9 | $8.0B | Basic Materials |
| 44 | Eaton Corp PLC | 0Y3K.L | 0.52% | $137.6M | 317,817 | 44.2 | $169.7B | Industrials |
| 45 | Westinghouse Air Brake Technologies Corp | WAB | 0.52% | $137.5M | 472,169 | 38.6 | $48.6B | Industrials |
| 46 | OâReilly Automotive Inc | ORLY | 0.51% | $136.3M | 1,583,779 | 26.8 | $70.4B | Consumer Cyclical |
| 47 | PulteGroup Inc | PHM | 0.48% | $129.0M | 1,088,389 | 11.8 | $22.3B | Consumer Cyclical |
| 48 | Argenx SE ADR | ARGX | 0.46% | $122.4M | 126,118 | 33.3 | $57.2B | Healthcare |
| 49 | Astrazeneca PLC | AZN.L | 0.46% | $121.6M | 739,662 | 23.4 | $184.1B | Healthcare |
| 50 | Old Dominion Freight Line Inc | ODFL | 0.44% | $116.7M | 657,414 | 34.7 | $37.5B | Industrials |