We are live on ! Find out more
IA

Insight Advisors Portfolio holdings

AUM $525M
1-Year Est. Return 15.94%
This Fund
S&P 500
This Quarter Est. Return
+6.29%
1 Year Est. Return
+15.94%
3 Year Est. Return
+51.71%
5 Year Est. Return
+54.13%
10 Year Est. Return
–
AUM
$655M
AUM Growth
+$30.8M
Cap. Flow
-$3.68M
Cap. Flow %
-0.56%
Top 10 Hldgs %
51.81%
Holding
302
New
13
Increased
112
Reduced
130
Closed
13

Top Buys

Rank Stock Value
1
HYTI
FT Vest High Yield & Target Income ETF
HYTI
+$2.53M
2
DFII
FT Vest Bitcoin Strategy & Target Income ETF
DFII
+$1.8M
3
LQTI
FT Vest Investment Grade & Target Income ETF
LQTI
+$754K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$553K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$393K

Top Sells

Rank Stock Value
1
CAOS icon
Alpha Architect Tail Risk ETF
CAOS
+$3.43M
2
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.09M
3
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.21M
4
AAPL icon
Apple
AAPL
+$734K
5
FSIG icon
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
+$640K

Sector Composition

Rank Sector Weight
1 Technology 12.67%
2 Financials 3.17%
3 Consumer Discretionary 2.97%
4 Communication Services 2.74%
5 Consumer Staples 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COR icon
226
Cencora
COR
$59.1B
$286K 0.04%
915
-110
-11% -$32.4K
GLXY
227
Galaxy Digital Inc
GLXY
$4.53B
$283K 0.04%
+8,382
New +$226K
MO icon
228
Altria Group
MO
$125B
$282K 0.04%
4,266
-139
-3% -$8.81K
PTLC icon
229
Pacer Trendpilot US Large Cap ETF
PTLC
$3.25B
$280K 0.04%
5,114
-272
-5% -$14.3K
AEP icon
230
American Electric Power
AEP
$71.3B
$279K 0.04%
2,479
+150
+6% +$16.4K
DBC icon
231
Invesco DB Commodity Index Tracking Fund
DBC
$1.68B
$279K 0.04%
12,372
– –
NEM icon
232
Newmont
NEM
$95.2B
$273K 0.04%
+3,232
New +$225K
GE icon
233
GE Aerospace
GE
$354B
$271K 0.04%
902
-9
-1% -$2.46K
HGRO
234
Hedgeye Quality Growth ETF
HGRO
$125M
$270K 0.04%
+9,830
New +$262K
ISHP icon
235
First Trust Exchange-Traded Fund VI First Trust S-Network E-Commerce ETF
ISHP
$5.25M
$268K 0.04%
6,409
– –
FEX icon
236
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.56B
$268K 0.04%
2,293
+4
+0.2% +$454
VWO icon
237
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$267K 0.04%
4,927
-1,873
-28% -$96.5K
WM icon
238
Waste Management
WM
$96B
$264K 0.04%
1,196
+36
+3% +$8.11K
HWM icon
239
Howmet Aerospace
HWM
$109B
$262K 0.04%
1,333
– –
BSV icon
240
Vanguard Short-Term Bond ETF
BSV
$44.7B
$261K 0.04%
3,309
-627
-16% -$49.3K
ARKK icon
241
ARK Innovation ETF
ARKK
$6.14B
$261K 0.04%
3,020
-1,615
-35% -$123K
IJJ icon
242
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.75B
$259K 0.04%
1,997
– –
USMV icon
243
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$257K 0.04%
2,698
-33
-1% -$3.09K
VOX icon
244
Vanguard Communication Services ETF
VOX
$5.79B
$252K 0.04%
1,345
– –
KO icon
245
Coca-Cola
KO
$353B
$251K 0.04%
3,784
+18
+0.5% +$1.24K
FTCS icon
246
First Trust Capital Strength ETF
FTCS
$7.8B
$251K 0.04%
2,675
-798
-23% -$73.6K
LEMB icon
247
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$752M
$248K 0.04%
6,010
+27
+0.5% +$1.1K
NOW icon
248
ServiceNow
NOW
$108B
$247K 0.04%
1,340
-20
-1% -$3.74K
XLU icon
249
State Street Utilities Select Sector SPDR ETF
XLU
$23.4B
$242K 0.04%
5,560
+100
+2% +$4.23K
IDEV icon
250
iShares Core MSCI International Developed Markets ETF
IDEV
$30.8B
$241K 0.04%
+3,000
New +$233K
8 9
10
11 12

Similar funds

FWM
Fonville Wealth Management Richmond, Virginia $525M AUM 16.61% 1-Year Est. Return
VWS
Virtus Wealth Solutions Cranford, New Jersey $525M AUM 96.86% 1-Year Est. Return
CAM
Columbia Asset Management Ann Arbor, Michigan $525M AUM 21.5% 1-Year Est. Return
DSC
Duncker Streett & Co St. Louis, Missouri $526M AUM 22.2% 1-Year Est. Return
DA
Drake & Associates Waukesha, Wisconsin $525M AUM 14.04% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return
OC
Oakmont Corp Los Angeles, California $526M AUM 7.52% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $527M AUM 16.8% 1-Year Est. Return

Insight Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Insight Advisors held 302 positions worth $655M, up 4.9% from $624M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Insight Advisors's Q3 2025 filing shows 13 new, 112 increased, 130 reduced and 13 closed positions. Its largest new stake was First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund: 2,304 shares worth $348K. The largest sale was Alpha Architect Tail Risk ETF, an estimated $3.43M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 12% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Insight Advisors's largest Q3 2025 buy was First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund: 2,304 shares worth $348K.
  • Insight Advisors added most to FT Vest High Yield & Target Income ETF in Q3 2025, an estimated $2.53M increase.
  • Insight Advisors's biggest Q3 2025 reduction was Alpha Architect Tail Risk ETF, cutting an estimated $3.43M.
  • Insight Advisors fully exited Global X Cloud Computing ETF in Q3 2025, selling an estimated $493K.
  • Insight Advisors's ten largest holdings make up 52% of its $655M portfolio in Q3 2025.
  • Insight Advisors opened 13 new positions and closed 13 in Q3 2025.
  • Insight Advisors's portfolio value rose 4.9% quarter-over-quarter to $655M.

Based on Insight Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.