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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
+8.27%
1 Year Est. Return
+15.94%
3 Year Est. Return
+51.71%
5 Year Est. Return
+54.13%
10 Year Est. Return
–
AUM
$624M
AUM Growth
+$48.8M
Cap. Flow
+$10.5M
Cap. Flow %
1.68%
Top 10 Hldgs %
52.65%
Holding
310
New
28
Increased
101
Reduced
130
Closed
21

Top Buys

Rank Stock Value
1
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$7.15M
2
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$4.09M
3
LCOW
Pacer S&P 500 Quality FCF Aristocrats ETF
LCOW
+$3.32M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.24M
5
WTV icon
WisdomTree US Value Fund
WTV
+$3.23M

Top Sells

Rank Stock Value
1
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$5.47M
2
USMF icon
WisdomTree US Multifactor Fund
USMF
+$4.74M
3
NVDA icon
NVIDIA
NVDA
+$3.7M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.87M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.31M

Sector Composition

Rank Sector Weight
1 Technology 11.53%
2 Financials 3.18%
3 Consumer Discretionary 2.97%
4 Communication Services 2.42%
5 Consumer Staples 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWP icon
226
iShares Russell Mid-Cap Growth ETF
IWP
$20.1B
$287K 0.05%
2,070
+1
+0% +$127
SPAB icon
227
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.83B
$286K 0.05%
11,165
-1,537
-12% -$38.9K
DLN icon
228
WisdomTree US LargeCap Dividend Fund
DLN
$6.17B
$284K 0.05%
3,453
-24
-0.7% -$1.88K
NOW icon
229
ServiceNow
NOW
$108B
$280K 0.04%
+1,360
New +$257K
DVY icon
230
iShares Select Dividend ETF
DVY
$23.6B
$279K 0.04%
2,097
+7
+0.3% +$906
SGOV icon
231
iShares 0-3 Month Treasury Bond ETF
SGOV
$98.5B
$278K 0.04%
2,756
-36
-1% -$3.62K
RH icon
232
RH
RH
$3.48B
$274K 0.04%
1,449
– –
PTLC icon
233
Pacer Trendpilot US Large Cap ETF
PTLC
$3.25B
$273K 0.04%
5,386
– –
VNQ icon
234
Vanguard Real Estate ETF
VNQ
$39.4B
$273K 0.04%
3,067
-152
-5% -$13.4K
DBC icon
235
Invesco DB Commodity Index Tracking Fund
DBC
$1.68B
$270K 0.04%
12,372
– –
KO icon
236
Coca-Cola
KO
$353B
$266K 0.04%
3,766
-7
-0.2% -$499
WM icon
237
Waste Management
WM
$96B
$265K 0.04%
1,160
-6
-0.5% -$1.39K
MO icon
238
Altria Group
MO
$125B
$258K 0.04%
4,405
+9
+0.2% +$529
USMV icon
239
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$256K 0.04%
2,731
-85
-3% -$7.82K
ISHP icon
240
First Trust Exchange-Traded Fund VI First Trust S-Network E-Commerce ETF
ISHP
$5.25M
$253K 0.04%
+6,409
New +$238K
CRM icon
241
Salesforce
CRM
$142B
$253K 0.04%
926
-86
-8% -$23K
T icon
242
AT&T
T
$153B
$252K 0.04%
8,705
-1,744
-17% -$48.1K
FEX icon
243
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.56B
$252K 0.04%
2,289
+4
+0.2% +$411
ORLY icon
244
O'Reilly Automotive
ORLY
$70.1B
$250K 0.04%
2,770
+55
+2% +$5.01K
CVX icon
245
Chevron
CVX
$378B
$249K 0.04%
1,737
-144
-8% -$20.3K
HWM icon
246
Howmet Aerospace
HWM
$109B
$248K 0.04%
+1,333
New +$205K
IJJ icon
247
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.75B
$247K 0.04%
1,997
-142
-7% -$16.7K
APH icon
248
Amphenol
APH
$185B
$242K 0.04%
+2,450
New +$200K
AEP icon
249
American Electric Power
AEP
$71.3B
$242K 0.04%
2,329
– –
LEMB icon
250
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$752M
$242K 0.04%
5,983
-467
-7% -$18.1K
8 9
10
11 12

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VWS
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CAM
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DSC
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DA
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VU
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OC
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Insight Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Insight Advisors held 310 positions worth $624M, up 8.5% from $575M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Insight Advisors's Q2 2025 filing shows 28 new, 101 increased, 130 reduced and 21 closed positions. Its largest new stake was WisdomTree Europe Hedged Equity Fund: 85,637 shares worth $4.12M. The largest sale was WisdomTree International Hedged Quality Dividend Growth Fund, an estimated $5.47M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 11% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Insight Advisors's largest Q2 2025 buy was WisdomTree Europe Hedged Equity Fund: 85,637 shares worth $4.12M.
  • Insight Advisors added most to Alpha Architect 1-3 Month Box ETF in Q2 2025, an estimated $7.15M increase.
  • Insight Advisors's biggest Q2 2025 reduction was WisdomTree International Hedged Quality Dividend Growth Fund, cutting an estimated $5.47M.
  • Insight Advisors fully exited WisdomTree US Multifactor Fund in Q2 2025, selling an estimated $4.74M.
  • Insight Advisors's ten largest holdings make up 53% of its $624M portfolio in Q2 2025.
  • Insight Advisors opened 28 new positions and closed 21 in Q2 2025.
  • Insight Advisors's portfolio value rose 8.5% quarter-over-quarter to $624M.

Based on Insight Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.