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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
+2.28%
1 Year Est. Return
+15.94%
3 Year Est. Return
+51.71%
5 Year Est. Return
+54.13%
10 Year Est. Return
–
AUM
$661M
AUM Growth
+$6.17M
Cap. Flow
-$4.79M
Cap. Flow %
-0.73%
Top 10 Hldgs %
49.81%
Holding
306
New
17
Increased
107
Reduced
135
Closed
23

Top Buys

Rank Stock Value
1
ATTR
Arin Tactical Tail Risk ETF
ATTR
+$85.4M
2
DDWM icon
WisdomTree Dynamic International Equity Fund
DDWM
+$7.89M
3
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$838K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$829K
5
LQTI
FT Vest Investment Grade & Target Income ETF
LQTI
+$821K

Top Sells

Rank Stock Value
1
CAOS icon
Alpha Architect Tail Risk ETF
CAOS
+$89.4M
2
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$4.39M
3
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$3.86M
4
NVDA icon
NVIDIA
NVDA
+$866K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$825K

Sector Composition

Rank Sector Weight
1 Technology 12.67%
2 Financials 3.21%
3 Consumer Discretionary 2.76%
4 Communication Services 2.75%
5 Consumer Staples 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVX icon
226
Chevron
CVX
$388B
$282K 0.04%
1,849
-14
-0.8% -$2.13K
MOG.A icon
227
Moog Inc Class A
MOG.A
$13B
$280K 0.04%
1,148
+5
+0.4% +$1.1K
GPN icon
228
Global Payments
GPN
$22.1B
$278K 0.04%
3,596
+2
+0.1% +$161
PTLC icon
229
Pacer Trendpilot US Large Cap ETF
PTLC
$3.24B
$278K 0.04%
4,999
-115
-2% -$6.39K
SO icon
230
Southern Company
SO
$110B
$274K 0.04%
3,137
– –
USAI icon
231
Pacer American Energy Infrastructure ETF
USAI
$119M
$273K 0.04%
7,165
-184
-3% -$6.99K
FEX icon
232
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.58B
$273K 0.04%
2,299
+6
+0.3% +$703
UNH icon
233
UnitedHealth
UNH
$382B
$270K 0.04%
817
-24
-3% -$8.13K
VWO icon
234
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$266K 0.04%
4,954
+27
+0.5% +$1.47K
KO icon
235
Coca-Cola
KO
$354B
$264K 0.04%
3,772
-12
-0.3% -$837
CALF icon
236
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.59B
$263K 0.04%
5,933
-3,176
-35% -$140K
VOX icon
237
Vanguard Communication Services ETF
VOX
$5.53B
$260K 0.04%
1,345
– –
DIS icon
238
Walt Disney
DIS
$165B
$258K 0.04%
2,271
-336
-13% -$37K
IJJ icon
239
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.85B
$256K 0.04%
1,946
-51
-3% -$6.64K
HWM icon
240
Howmet Aerospace
HWM
$116B
$255K 0.04%
1,245
-88
-7% -$17.5K
ISHP icon
241
First Trust Exchange-Traded Fund VI First Trust S-Network E-Commerce ETF
ISHP
$5.1M
$255K 0.04%
6,515
+106
+2% +$4.23K
IPKW icon
242
Invesco International BuyBack Achievers ETF
IPKW
$537M
$254K 0.04%
4,567
+45
+1% +$2.41K
IWP icon
243
iShares Russell Mid-Cap Growth ETF
IWP
$20B
$253K 0.04%
1,851
-218
-11% -$30.5K
ORLY icon
244
O'Reilly Automotive
ORLY
$72.4B
$253K 0.04%
2,775
+5
+0.2% +$488
DBC icon
245
Invesco DB Commodity Index Tracking Fund
DBC
$1.73B
$253K 0.04%
11,319
-1,053
-9% -$23.9K
LEMB icon
246
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$749M
$252K 0.04%
6,070
+60
+1% +$2.5K
MO icon
247
Altria Group
MO
$122B
$248K 0.04%
4,298
+32
+0.8% +$1.93K
FTCS icon
248
First Trust Capital Strength ETF
FTCS
$7.88B
$248K 0.04%
2,679
+4
+0.1% +$370
IDEV icon
249
iShares Core MSCI International Developed Markets ETF
IDEV
$31B
$247K 0.04%
3,000
– –
WM icon
250
Waste Management
WM
$95.9B
$242K 0.04%
1,100
-96
-8% -$20.5K
8 9
10
11 12

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FWM
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DSC
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DA
Drake & Associates Waukesha, Wisconsin $525M AUM 14.04% 1-Year Est. Return
OC
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SRFM
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CM
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ETS
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SLC
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Insight Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Insight Advisors held 306 positions worth $661M, up 0.94% from $655M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Insight Advisors's Q4 2025 filing shows 17 new, 107 increased, 135 reduced and 23 closed positions. Its largest new stake was Arin Tactical Tail Risk ETF: 945,841 shares worth $85.6M. The largest sale was Alpha Architect Tail Risk ETF, an estimated $89.4M.

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

  • Insight Advisors's largest Q4 2025 buy was Arin Tactical Tail Risk ETF: 945,841 shares worth $85.6M.
  • Insight Advisors added most to State Street SPDR Portfolio S&P 500 ETF in Q4 2025, an estimated $838K increase.
  • Insight Advisors's biggest Q4 2025 reduction was Alpha Architect Tail Risk ETF, cutting an estimated $89.4M.
  • Insight Advisors fully exited WisdomTree Japan Hedged Equity Fund in Q4 2025, selling an estimated $4.39M.
  • Insight Advisors's ten largest holdings make up 50% of its $661M portfolio in Q4 2025.
  • Insight Advisors opened 17 new positions and closed 23 in Q4 2025.
  • Insight Advisors's portfolio value rose 0.94% quarter-over-quarter to $661M.

Based on Insight Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.