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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
+6.29%
1 Year Est. Return
+15.94%
3 Year Est. Return
+51.71%
5 Year Est. Return
+54.13%
10 Year Est. Return
–
AUM
$655M
AUM Growth
+$30.8M
Cap. Flow
-$3.68M
Cap. Flow %
-0.56%
Top 10 Hldgs %
51.81%
Holding
302
New
13
Increased
112
Reduced
130
Closed
13

Top Buys

Rank Stock Value
1
HYTI
FT Vest High Yield & Target Income ETF
HYTI
+$2.53M
2
DFII
FT Vest Bitcoin Strategy & Target Income ETF
DFII
+$1.8M
3
LQTI
FT Vest Investment Grade & Target Income ETF
LQTI
+$754K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$553K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$393K

Top Sells

Rank Stock Value
1
CAOS icon
Alpha Architect Tail Risk ETF
CAOS
+$3.43M
2
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.09M
3
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.21M
4
AAPL icon
Apple
AAPL
+$734K
5
FSIG icon
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
+$640K

Sector Composition

Rank Sector Weight
1 Technology 12.67%
2 Financials 3.17%
3 Consumer Discretionary 2.97%
4 Communication Services 2.74%
5 Consumer Staples 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MLI icon
276
Mueller Industries
MLI
$14.1B
$202K 0.03%
+4,000
New +$184K
CI icon
277
Cigna
CI
$76.6B
$200K 0.03%
694
-1
-0.1% -$296
AGNC icon
278
AGNC Investment
AGNC
$12.3B
$197K 0.03%
20,164
– –
BIZD icon
279
VanEck BDC Income ETF
BIZD
$1.58B
$196K 0.03%
13,131
-1,000
-7% -$16K
GAB icon
280
Gabelli Equity Trust
GAB
$1.74B
$133K 0.02%
21,842
– –
PCIG icon
281
Polen Capital International Growth ETF
PCIG
$26.8M
$122K 0.02%
13,026
– –
HIPS icon
282
GraniteShares HIPS US High Income ETF
HIPS
$110M
$118K 0.02%
10,000
– –
CODI icon
283
Compass Diversified
CODI
$755M
$113K 0.02%
17,114
-2
-0% -$14
MRK icon
284
PUT
Merck
MRK
$324B
$109K 0.02%
1,300
– –
EXG icon
285
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.91B
$105K 0.02%
11,500
– –
ETJ
286
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$563M
$104K 0.02%
11,614
+248
+2% +$2.23K
AAPL icon
287
PUT
Apple
AAPL
$4.89T
$102K 0.02%
400
-7,200
-95% -$1.63M
ACP
288
abrdn Income Credit Strategies Fund
ACP
$640M
$65.9K 0.01%
11,360
– –
INVZ icon
289
Innoviz Technologies
INVZ
$135M
$31.4K ﹤0.01%
15,400
– –
BMY icon
290
Bristol-Myers Squibb
BMY
$127B
– –
-4,592
Closed -$213K
BX icon
291
PUT
Blackstone
BX
$104B
– –
-600
Closed -$89.7K
CLOU icon
292
Global X Cloud Computing ETF
CLOU
$224M
– –
-21,536
Closed -$493K
FTSL icon
293
First Trust Senior Loan Fund ETF
FTSL
$2.31B
– –
-4,729
Closed -$217K
MSFT icon
294
PUT
Microsoft
MSFT
$2.84T
– –
-100
Closed -$49.7K
NVDA icon
295
PUT
NVIDIA
NVDA
$5.01T
– –
-1,900
Closed -$300K
PCT icon
296
PureCycle Technologies
PCT
$1.17B
– –
-15,337
Closed -$210K
PINK icon
297
Simplify Health Care ETF
PINK
$375M
– –
-13,231
Closed -$397K
PLBY icon
298
Playboy Inc
PLBY
$141M
– –
-23,705
Closed -$38.4K
RSP icon
299
PUT
Invesco S&P 500 Equal Weight ETF
RSP
$96.1B
– –
-200
Closed -$36.3K
RTX icon
300
PUT
RTX Corp
RTX
$287B
– –
-2,400
Closed -$350K
9 10 11
12
13

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SRFM
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Insight Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Insight Advisors held 302 positions worth $655M, up 4.9% from $624M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Insight Advisors's Q3 2025 filing shows 13 new, 112 increased, 130 reduced and 13 closed positions. Its largest new stake was First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund: 2,304 shares worth $348K. The largest sale was Alpha Architect Tail Risk ETF, an estimated $3.43M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 12% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Insight Advisors's largest Q3 2025 buy was First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund: 2,304 shares worth $348K.
  • Insight Advisors added most to FT Vest High Yield & Target Income ETF in Q3 2025, an estimated $2.53M increase.
  • Insight Advisors's biggest Q3 2025 reduction was Alpha Architect Tail Risk ETF, cutting an estimated $3.43M.
  • Insight Advisors fully exited Global X Cloud Computing ETF in Q3 2025, selling an estimated $493K.
  • Insight Advisors's ten largest holdings make up 52% of its $655M portfolio in Q3 2025.
  • Insight Advisors opened 13 new positions and closed 13 in Q3 2025.
  • Insight Advisors's portfolio value rose 4.9% quarter-over-quarter to $655M.

Based on Insight Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.