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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
ETJ
276
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$563M
$94K 0.02%
11,116
+316
+3% +$2.84K
EXG icon
277
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.91B
$93.6K 0.02%
11,500
– –
SAN icon
278
Banco Santander
SAN
$194B
$72.8K 0.01%
+10,863
New +$63.6K
ACP
279
abrdn Income Credit Strategies Fund
ACP
$640M
$66.9K 0.01%
11,360
– –
PLBY icon
280
Playboy Inc
PLBY
$141M
$31.1K 0.01%
28,243
-1,224
-4% -$1.91K
WIMI
281
WiMi Hologram Cloud
WIMI
$21.1M
$20.2K ﹤0.01%
+2,080
New +$19.9K
INVZ icon
282
Innoviz Technologies
INVZ
$135M
$8.67K ﹤0.01%
+13,300
New +$15.4K
ARKG icon
283
ARK Genomic Revolution ETF
ARKG
$1.51B
– –
-14,237
Closed -$338K
ARKQ icon
284
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.88B
– –
-4,005
Closed -$315K
BOTZ icon
285
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.15B
– –
-6,780
Closed -$218K
BRK.B icon
286
PUT
Berkshire Hathaway Class B
BRK.B
$1.07T
– –
-5,400
Closed -$2.45M
DJP icon
287
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$819M
– –
-12,846
Closed -$412K
DWMF icon
288
WisdomTree International Multifactor Fund
DWMF
$33.8M
– –
-16,277
Closed -$438K
EDIV icon
289
State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.22B
– –
-9,057
Closed -$320K
EEMS icon
290
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$354M
– –
-3,920
Closed -$227K
FTLS icon
291
First Trust Long/Short Equity ETF
FTLS
$2.46B
– –
-11,843
Closed -$782K
FVD icon
292
First Trust Value Line Dividend Fund
FVD
$8.29B
– –
-8,571
Closed -$373K
GOOGL icon
293
PUT
Alphabet (Google) Class A
GOOGL
$3.91T
– –
-10,700
Closed -$2.03M
HFXI icon
294
NYLI FTSE International Equity Currency Neutral ETF
HFXI
$1.99B
– –
-11,953
Closed -$310K
ISCF icon
295
iShares International Small Cap Equity Factor ETF
ISCF
$651M
– –
-7,716
Closed -$248K
MRVL icon
296
Marvell Technology
MRVL
$174B
– –
-3,095
Closed -$346K
NOW icon
297
ServiceNow
NOW
$102B
– –
-1,095
Closed -$234K
REGL icon
298
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.77B
– –
-2,488
Closed -$200K
ROBO icon
299
ROBO Global Robotics & Automation Index ETF
ROBO
$1.9B
– –
-3,928
Closed -$221K
SMAY icon
300
FT Vest US Small Cap Moderate Buffer ETF May
SMAY
$107M
– –
-13,240
Closed -$329K
9 10 11
12
13

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DA
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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.