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Insight Advisors Portfolio holdings

AUM $567M
1-Year Est. Return 25.52%
This Fund
S&P 500
This Quarter Est. Return
+2.54%
1 Year Est. Return
+25.52%
3 Year Est. Return
+66.75%
5 Year Est. Return
+66.79%
10 Year Est. Return
–
AUM
$593M
AUM Growth
+$12.4M
Cap. Flow
-$1.41M
Cap. Flow %
-0.24%
Top 10 Hldgs %
51.64%
Holding
313
New
13
Increased
102
Reduced
146
Closed
21

Top Buys

Rank Stock Value
1
CAOS icon
Alpha Architect Tail Risk ETF
CAOS
+$7.75M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.27M
3
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$1.5M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$1.45M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.19M

Top Sells

Rank Stock Value
1
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$9.3M
2
PFE icon
Pfizer
PFE
+$1.61M
3
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$788K
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$715K
5
NVDA icon
NVIDIA
NVDA
+$641K

Sector Composition

Rank Sector Weight
1 Miscellaneous 73.1%
2 Technology 12.43%
3 Consumer Discretionary 3.59%
4 Financials 3.2%
5 Communication Services 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NEE icon
276
NextEra Energy
NEE
$174B
$210K 0.04%
2,931
+106
+4% +$8.23K
VOX icon
277
Vanguard Communication Services ETF
VOX
$5.75B
$210K 0.04%
+1,346
New +$205K
FTSL icon
278
First Trust Senior Loan Fund ETF
FTSL
$2.41B
$210K 0.04%
4,533
-150
-3% -$6.93K
ORLY icon
279
O'Reilly Automotive
ORLY
$71.1B
$205K 0.03%
+2,610
New +$210K
BIZD icon
280
VanEck BDC Income ETF
BIZD
$1.69B
$203K 0.03%
+12,241
New +$202K
VO icon
281
Vanguard Morningstar Mid-Cap ETF
VO
$108B
$202K 0.03%
+3,064
New +$208K
XLU icon
282
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$202K 0.03%
5,340
-846
-14% -$33.6K
REGL icon
283
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.77B
$200K 0.03%
2,488
+2
+0.1% +$167
HEAL
284
Global X Funds Global X HealthTech ETF
HEAL
$31.1M
$158K 0.03%
5,325
-4,264
-44% -$127K
AGNC icon
285
AGNC Investment
AGNC
$12.6B
$140K 0.02%
15,164
– –
MRK icon
286
PUT
Merck
MRK
$371B
$129K 0.02%
1,300
– –
HIPS icon
287
GraniteShares HIPS US High Income ETF
HIPS
$125M
$128K 0.02%
10,000
– –
GAB icon
288
Gabelli Equity Trust
GAB
$1.76B
$118K 0.02%
21,842
– –
ETJ
289
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$566M
$101K 0.02%
10,800
+150
+1% +$1.39K
EXG icon
290
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$3.06B
$94.1K 0.02%
11,500
– –
ACP
291
abrdn Income Credit Strategies Fund
ACP
$621M
$68.2K 0.01%
11,360
– –
PLBY icon
292
Playboy Inc
PLBY
$140M
$43.9K 0.01%
29,467
-5,616
-16% -$6.51K
BCO icon
293
Brink's
BCO
$4.48B
– –
-1,874
Closed -$217K
CAH icon
294
Cardinal Health
CAH
$57.5B
– –
-2,078
Closed -$230K
CI icon
295
Cigna
CI
$74.7B
– –
-710
Closed -$246K
CP icon
296
Canadian Pacific Kansas City
CP
$80.5B
– –
-2,538
Closed -$217K
DD icon
297
DuPont de Nemours
DD
$17.8B
– –
-1,833
Closed -$205K
DRIV icon
298
Global X Autonomous & Electric Vehicles ETF
DRIV
$375M
– –
-15,529
Closed -$365K
EBIZ icon
299
Global X E-commerce ETF
EBIZ
$27.7M
– –
-10,616
Closed -$292K
EMXC icon
300
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.7B
– –
-3,536
Closed -$216K
9 10 11
12
13

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WC
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CWA
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HCM
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PC
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SPP
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CIM
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CD
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Insight Advisors's Q4 2024 Portfolio in Review

As of Q4 2024, Insight Advisors held 313 positions worth $593M, up 2.1% from $580M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Insight Advisors's Q4 2024 filing shows 13 new, 102 increased, 146 reduced and 21 closed positions. Its largest new stake was Reliance Steel & Aluminium: 2,098 shares worth $559K. The largest sale was Alpha Architect 1-3 Month Box ETF, an estimated $9.3M.

By sector, the portfolio is most concentrated in Miscellaneous at 73% of assets, down from 73% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Insight Advisors's largest Q4 2024 buy was Reliance Steel & Aluminium: 2,098 shares worth $559K.
  • Insight Advisors added most to Alpha Architect Tail Risk ETF in Q4 2024, an estimated $7.75M increase.
  • Insight Advisors's biggest Q4 2024 reduction was Alpha Architect 1-3 Month Box ETF, cutting an estimated $9.3M.
  • Insight Advisors fully exited Pfizer in Q4 2024, selling an estimated $1.61M.
  • Insight Advisors's ten largest holdings make up 52% of its $593M portfolio in Q4 2024.
  • Insight Advisors opened 13 new positions and closed 21 in Q4 2024.
  • Insight Advisors's portfolio value rose 2.1% quarter-over-quarter to $593M.

Based on Insight Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.