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Insight Advisors Portfolio holdings

AUM $525M
1-Year Est. Return 15.94%
This Fund
S&P 500
This Quarter Est. Return
+2.54%
1 Year Est. Return
+15.94%
3 Year Est. Return
+51.71%
5 Year Est. Return
+54.13%
10 Year Est. Return
–
AUM
$593M
AUM Growth
+$12.4M
Cap. Flow
+$1.19M
Cap. Flow %
0.2%
Top 10 Hldgs %
51.64%
Holding
313
New
13
Increased
102
Reduced
146
Closed
21

Top Buys

Rank Stock Value
1
CAOS icon
Alpha Architect Tail Risk ETF
CAOS
+$7.75M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.27M
3
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$1.5M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$1.45M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.19M

Top Sells

Rank Stock Value
1
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$9.3M
2
PFE icon
Pfizer
PFE
+$1.61M
3
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$788K
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$715K
5
NVDA icon
NVIDIA
NVDA
+$641K

Sector Composition

Rank Sector Weight
1 Technology 12.43%
2 Consumer Discretionary 3.59%
3 Financials 3.2%
4 Communication Services 2.38%
5 Consumer Staples 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEFA icon
226
iShares Core MSCI EAFE ETF
IEFA
$185B
$293K 0.05%
4,160
-78
-2% -$5.75K
DLN icon
227
WisdomTree US LargeCap Dividend Fund
DLN
$6.17B
$292K 0.05%
3,757
-16
-0.4% -$1.28K
FDN icon
228
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.07B
$291K 0.05%
1,187
-16
-1% -$3.74K
PTLC icon
229
Pacer Trendpilot US Large Cap ETF
PTLC
$3.25B
$289K 0.05%
5,385
– –
FTCS icon
230
First Trust Capital Strength ETF
FTCS
$7.8B
$289K 0.05%
3,293
-491
-13% -$44.7K
VNQ icon
231
Vanguard Real Estate ETF
VNQ
$39.4B
$287K 0.05%
3,245
-154
-5% -$14.6K
LRCX icon
232
Lam Research
LRCX
$384B
$286K 0.05%
3,963
-67
-2% -$5.08K
SPIP icon
233
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$283K 0.05%
11,156
-27,770
-71% -$715K
GNOM icon
234
Global X Genomics & Biotechnology ETF
GNOM
$82.2M
$282K 0.05%
7,298
+1,235
+20% +$51.9K
ABT icon
235
Abbott
ABT
$177B
$280K 0.05%
2,479
+5
+0.2% +$578
AGNG icon
236
Global X Aging Population ETF
AGNG
$85.5M
$279K 0.05%
+9,267
New +$294K
RTX icon
237
PUT
RTX Corp
RTX
$262B
$278K 0.05%
2,400
– –
PM icon
238
Philip Morris
PM
$300B
$277K 0.05%
2,312
+9
+0.4% +$1.14K
UBER icon
239
Uber
UBER
$147B
$277K 0.05%
4,552
+769
+20% +$54.9K
ECL icon
240
Ecolab
ECL
$75.6B
$275K 0.05%
1,171
– –
IPKW icon
241
Invesco International BuyBack Achievers ETF
IPKW
$530M
$274K 0.05%
6,927
-247
-3% -$10.2K
ELD icon
242
WisdomTree Emerging Markets Local Debt Fund
ELD
$142M
$274K 0.05%
10,736
+3,056
+40% +$80.8K
DVY icon
243
iShares Select Dividend ETF
DVY
$23.6B
$272K 0.05%
2,081
+9
+0.4% +$1.23K
MOG.A icon
244
Moog Inc Class A
MOG.A
$12.5B
$272K 0.05%
1,391
-278
-17% -$57.1K
SO icon
245
Southern Company
SO
$106B
$267K 0.05%
3,247
– –
USAI icon
246
Pacer American Energy Infrastructure ETF
USAI
$118M
$267K 0.05%
6,725
+20
+0.3% +$773
IJJ icon
247
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.75B
$265K 0.04%
2,138
-418
-16% -$53.4K
NBCC
248
DELISTED
Neuberger Berman Next Generation Connected Consumer ETF
NBCC
$265K 0.04%
+10,645
New +$263K
ADBE icon
249
Adobe
ADBE
$93.3B
$264K 0.04%
593
-36
-6% -$17.8K
IWP icon
250
iShares Russell Mid-Cap Growth ETF
IWP
$20.1B
$264K 0.04%
2,069
– –
8 9
10
11 12

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VWS
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CAM
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DSC
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VU
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Insight Advisors's Q4 2024 Portfolio in Review

As of Q4 2024, Insight Advisors held 313 positions worth $593M, up 2.1% from $580M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Insight Advisors's Q4 2024 filing shows 13 new, 102 increased, 146 reduced and 21 closed positions. Its largest new stake was Reliance Steel & Aluminium: 2,098 shares worth $559K. The largest sale was Alpha Architect 1-3 Month Box ETF, an estimated $9.3M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 12% a quarter earlier, followed by Consumer Discretionary and Financials.

  • Insight Advisors's largest Q4 2024 buy was Reliance Steel & Aluminium: 2,098 shares worth $559K.
  • Insight Advisors added most to Alpha Architect Tail Risk ETF in Q4 2024, an estimated $7.75M increase.
  • Insight Advisors's biggest Q4 2024 reduction was Alpha Architect 1-3 Month Box ETF, cutting an estimated $9.3M.
  • Insight Advisors fully exited Pfizer in Q4 2024, selling an estimated $1.61M.
  • Insight Advisors's ten largest holdings make up 52% of its $593M portfolio in Q4 2024.
  • Insight Advisors opened 13 new positions and closed 21 in Q4 2024.
  • Insight Advisors's portfolio value rose 2.1% quarter-over-quarter to $593M.

Based on Insight Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.