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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
VGK icon
251
Vanguard FTSE Europe ETF
VGK
$30B
$239K 0.04%
3,084
– –
IPKW icon
252
Invesco International BuyBack Achievers ETF
IPKW
$537M
$239K 0.04%
4,910
-274
-5% -$12.6K
GPN icon
253
Global Payments
GPN
$22.1B
$239K 0.04%
2,980
+7
+0.2% +$554
GE icon
254
GE Aerospace
GE
$367B
$234K 0.04%
+911
New +$200K
BIZD icon
255
VanEck BDC Income ETF
BIZD
$1.58B
$230K 0.04%
14,131
-10,351
-42% -$162K
VOX icon
256
Vanguard Communication Services ETF
VOX
$5.53B
$230K 0.04%
+1,345
New +$207K
CI icon
257
Cigna
CI
$76.6B
$230K 0.04%
695
+6
+0.9% +$1.93K
VST icon
258
Vistra
VST
$55.1B
$229K 0.04%
+1,179
New +$174K
XLU icon
259
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$223K 0.04%
5,460
-6
-0.1% -$239
DIVO icon
260
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.41B
$222K 0.04%
5,211
-103
-2% -$4.18K
MRVL icon
261
Marvell Technology
MRVL
$174B
$221K 0.04%
+2,858
New +$178K
FCTE
262
SMI 3Fourteen Full-Cycle Trend ETF
FCTE
$243M
$217K 0.03%
+8,171
New +$209K
FTSL icon
263
First Trust Senior Loan Fund ETF
FTSL
$2.31B
$217K 0.03%
4,729
-174
-4% -$7.95K
OXY icon
264
Occidental Petroleum
OXY
$57B
$216K 0.03%
5,133
-262
-5% -$10.9K
VO icon
265
Vanguard Mid-Cap ETF
VO
$106B
$215K 0.03%
+3,068
New +$201K
XLI icon
266
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
$214K 0.03%
+1,453
New +$198K
BMY icon
267
Bristol-Myers Squibb
BMY
$127B
$213K 0.03%
4,592
-61
-1% -$2.99K
MTUM icon
268
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
$211K 0.03%
+880
New +$192K
VPL icon
269
Vanguard FTSE Pacific ETF
VPL
$8.05B
$211K 0.03%
+2,568
New +$196K
PCT icon
270
PureCycle Technologies
PCT
$1.17B
$210K 0.03%
15,337
-2,600
-14% -$23K
RACE icon
271
Ferrari
RACE
$63.3B
$209K 0.03%
+425
New +$197K
MOG.A icon
272
Moog Inc Class A
MOG.A
$13B
$207K 0.03%
1,145
-135
-11% -$23.7K
COF icon
273
Capital One
COF
$124B
$205K 0.03%
+965
New +$180K
NEE icon
274
NextEra Energy
NEE
$187B
$203K 0.03%
2,928
-75
-2% -$5.21K
AGNC icon
275
AGNC Investment
AGNC
$12.3B
$185K 0.03%
20,164
+5,000
+33% +$44.7K
9 10
11
12 13

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DSC
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DA
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OC
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SRFM
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ETS
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SLC
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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.