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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
MCK icon
251
McKesson
MCK
$98.5B
$241K 0.04%
294
+29
+11% +$23.7K
XLU icon
252
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$237K 0.04%
5,563
+3
+0.1% +$133
NEE icon
253
NextEra Energy
NEE
$187B
$233K 0.04%
2,900
+24
+0.8% +$1.99K
TMO icon
254
Thermo Fisher Scientific
TMO
$211B
$233K 0.04%
+401
New +$227K
FCOM icon
255
Fidelity MSCI Communication Services Index ETF
FCOM
$1.74B
$233K 0.04%
+3,174
New +$225K
VPL icon
256
Vanguard FTSE Pacific ETF
VPL
$8.05B
$232K 0.04%
2,567
-1
-0% -$90
ARKK icon
257
ARK Innovation ETF
ARKK
$5.89B
$231K 0.04%
3,005
-15
-0.5% -$1.24K
USMV icon
258
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$230K 0.03%
2,444
-254
-9% -$23.9K
MLI icon
259
Mueller Industries
MLI
$14.1B
$230K 0.03%
4,000
– –
ETHA
260
iShares Ethereum Trust ETF
ETHA
$5.25B
$226K 0.03%
10,079
+832
+9% +$21.8K
COF icon
261
Capital One
COF
$124B
$224K 0.03%
924
-40
-4% -$8.9K
CRM icon
262
Salesforce
CRM
$134B
$221K 0.03%
834
-44
-5% -$10.9K
MTUM icon
263
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
$220K 0.03%
879
+1
+0.1% +$251
VIGI icon
264
Vanguard International Dividend Appreciation ETF
VIGI
$8.89B
$219K 0.03%
2,397
-24
-1% -$2.17K
XLF icon
265
State Street Financial Select Sector SPDR ETF
XLF
$55.6B
$219K 0.03%
4,001
+166
+4% +$8.85K
AGNC icon
266
AGNC Investment
AGNC
$12.3B
$216K 0.03%
20,164
– –
TFC icon
267
Truist Financial
TFC
$63.2B
$213K 0.03%
+4,325
New +$199K
NOW icon
268
ServiceNow
NOW
$102B
$206K 0.03%
1,344
+4
+0.3% +$686
TE
269
T1 Energy
TE
$1.4B
$204K 0.03%
+30,500
New +$135K
DSTL icon
270
Distillate US Fundamental Stability & Value ETF
DSTL
$1.91B
$202K 0.03%
+3,433
New +$199K
DDIV icon
271
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF
DDIV
$71.2M
$201K 0.03%
+4,846
New +$195K
VNQ icon
272
Vanguard Real Estate ETF
VNQ
$39.9B
$201K 0.03%
2,273
-179
-7% -$16.1K
ANET icon
273
Arista Networks
ANET
$219B
$200K 0.03%
+1,528
New +$210K
REAL icon
274
The RealReal
REAL
$1.34B
$174K 0.03%
11,000
-9,000
-45% -$118K
ENVX icon
275
Enovix
ENVX
$862M
$154K 0.02%
21,133
-20,870
-50% -$202K
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
Oakmont Corp Los Angeles, California $526M AUM 7.52% 1-Year Est. Return
SRFM
Shannon River Fund Management New York $524M AUM 90.54% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return

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.