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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
-2.4%
1 Year Est. Return
+15.94%
3 Year Est. Return
+51.71%
5 Year Est. Return
+54.13%
10 Year Est. Return
–
AUM
$575M
AUM Growth
-$17.6M
Cap. Flow
+$2.71M
Cap. Flow %
0.47%
Top 10 Hldgs %
52.62%
Holding
305
New
13
Increased
126
Reduced
104
Closed
23

Top Buys

Rank Stock Value
1
WTV icon
WisdomTree US Value Fund
WTV
+$3.68M
2
CAOS icon
Alpha Architect Tail Risk ETF
CAOS
+$2.25M
3
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.08M
4
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$1.6M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.58M

Top Sells

Rank Stock Value
1
USMF icon
WisdomTree US Multifactor Fund
USMF
+$2.53M
2
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$782K
3
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$763K
4
TSLA icon
Tesla
TSLA
+$680K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$604K

Sector Composition

Rank Sector Weight
1 Technology 10.8%
2 Financials 3.35%
3 Consumer Discretionary 2.97%
4 Communication Services 2.22%
5 Consumer Staples 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWP icon
251
iShares Russell Mid-Cap Growth ETF
IWP
$20B
$243K 0.04%
2,069
– –
LEMB icon
252
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$749M
$242K 0.04%
6,450
-1,858
-22% -$68.8K
IPKW icon
253
Invesco International BuyBack Achievers ETF
IPKW
$537M
$237K 0.04%
5,184
-1,743
-25% -$76.2K
FEX icon
254
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.58B
$234K 0.04%
2,285
+11
+0.5% +$1.17K
SPIP icon
255
State Street SPDR Portfolio TIPS ETF
SPIP
$1B
$234K 0.04%
8,872
-2,284
-20% -$58.9K
CI icon
256
Cigna
CI
$76.6B
$227K 0.04%
+689
New +$208K
TMO icon
257
Thermo Fisher Scientific
TMO
$211B
$226K 0.04%
454
-116
-20% -$62.8K
FTSL icon
258
First Trust Senior Loan Fund ETF
FTSL
$2.31B
$224K 0.04%
4,903
+370
+8% +$17.1K
MOG.A icon
259
Moog Inc Class A
MOG.A
$13B
$222K 0.04%
1,280
-111
-8% -$20.4K
MOAT icon
260
VanEck Morningstar Wide Moat ETF
MOAT
$11.5B
$219K 0.04%
+2,486
New +$229K
DIVO icon
261
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.41B
$217K 0.04%
5,314
+71
+1% +$2.94K
VGK icon
262
Vanguard FTSE Europe ETF
VGK
$30B
$217K 0.04%
+3,084
New +$213K
XLU icon
263
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$215K 0.04%
5,466
+126
+2% +$4.92K
PFE icon
264
Pfizer
PFE
$140B
$215K 0.04%
+8,477
New +$222K
MMM icon
265
3M
MMM
$89B
$214K 0.04%
+1,458
New +$214K
NEE icon
266
NextEra Energy
NEE
$187B
$213K 0.04%
3,003
+72
+2% +$5.08K
EMSF icon
267
Matthews Emerging Markets Sustainable Future Active ETF
EMSF
$44.5M
$210K 0.04%
8,686
– –
ADBE icon
268
Adobe
ADBE
$89.5B
$209K 0.04%
546
-47
-8% -$20.2K
HYG icon
269
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
$202K 0.04%
+2,558
New +$203K
AGNC icon
270
AGNC Investment
AGNC
$12.3B
$145K 0.03%
15,164
– –
HIPS icon
271
GraniteShares HIPS US High Income ETF
HIPS
$110M
$127K 0.02%
10,000
– –
PCT icon
272
PureCycle Technologies
PCT
$1.17B
$124K 0.02%
17,937
-2,600
-13% -$23.4K
GAB icon
273
Gabelli Equity Trust
GAB
$1.74B
$120K 0.02%
21,842
– –
MRK icon
274
PUT
Merck
MRK
$324B
$117K 0.02%
1,300
– –
REAL icon
275
The RealReal
REAL
$1.34B
$108K 0.02%
20,000
– –
9 10
11
12 13

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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 Q1 2025 Portfolio in Review

As of Q1 2025, Insight Advisors held 305 positions worth $575M, down 3% from $593M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Insight Advisors's Q1 2025 filing shows 13 new, 126 increased, 104 reduced and 23 closed positions. Its largest new stake was WisdomTree US Value Fund: 43,469 shares worth $3.57M. The largest sale was WisdomTree US Multifactor Fund, an estimated $2.53M.

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

  • Insight Advisors's largest Q1 2025 buy was WisdomTree US Value Fund: 43,469 shares worth $3.57M.
  • Insight Advisors added most to Alpha Architect Tail Risk ETF in Q1 2025, an estimated $2.25M increase.
  • Insight Advisors's biggest Q1 2025 reduction was WisdomTree US Multifactor Fund, cutting an estimated $2.53M.
  • Insight Advisors fully exited First Trust Long/Short Equity ETF in Q1 2025, selling an estimated $782K.
  • Insight Advisors's ten largest holdings make up 53% of its $575M portfolio in Q1 2025.
  • Insight Advisors opened 13 new positions and closed 23 in Q1 2025.
  • Insight Advisors's portfolio value fell 3% quarter-over-quarter to $575M.

Based on Insight Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.