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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
GAB icon
276
Gabelli Equity Trust
GAB
$1.74B
$135K 0.02%
21,842
– –
HIPS icon
277
GraniteShares HIPS US High Income ETF
HIPS
$110M
$117K 0.02%
10,000
– –
EXG icon
278
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.91B
$110K 0.02%
11,500
– –
ETJ
279
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$563M
$105K 0.02%
11,871
+257
+2% +$2.27K
CODI icon
280
Compass Diversified
CODI
$755M
$82.2K 0.01%
17,116
+2
+0% +$13
TOKE
281
DELISTED
Cambria Cannabis ETF
TOKE
$73.9K 0.01%
+12,000
New +$71.1K
ACP
282
abrdn Income Credit Strategies Fund
ACP
$640M
$61.5K 0.01%
11,360
– –
INVZ icon
283
Innoviz Technologies
INVZ
$135M
$13K ﹤0.01%
15,206
-194
-1% -$307
AAPL icon
284
PUT
Apple
AAPL
$4.89T
– –
-400
Closed -$102K
AMGN icon
285
PUT
Amgen
AMGN
$203B
– –
-1,300
Closed -$367K
BIZD icon
286
VanEck BDC Income ETF
BIZD
$1.58B
– –
-13,131
Closed -$196K
BSV icon
287
Vanguard Short-Term Bond ETF
BSV
$44.6B
– –
-3,309
Closed -$261K
CI icon
288
Cigna
CI
$76.6B
– –
-694
Closed -$200K
CLOU icon
289
PUT
Global X Cloud Computing ETF
CLOU
$224M
– –
-21,408
Closed -$498K
CMG icon
290
Chipotle Mexican Grill
CMG
$40.8B
– –
-5,843
Closed -$229K
DIVO icon
291
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.41B
– –
-5,189
Closed -$232K
DXJ icon
292
WisdomTree Japan Hedged Equity Fund
DXJ
$7.23B
– –
-34,307
Closed -$4.39M
GNOM icon
293
Global X Genomics & Biotechnology ETF
GNOM
$82.9M
– –
-14,913
Closed -$579K
MRK icon
294
PUT
Merck
MRK
$324B
– –
-1,300
Closed -$109K
MRVL icon
295
Marvell Technology
MRVL
$174B
– –
-2,488
Closed -$209K
MSTR icon
296
Strategy Inc
MSTR
$33.5B
– –
-970
Closed -$313K
OXY icon
297
Occidental Petroleum
OXY
$57B
– –
-5,034
Closed -$238K
PFE icon
298
Pfizer
PFE
$140B
– –
-8,219
Closed -$210K
RACE icon
299
Ferrari
RACE
$63.3B
– –
-425
Closed -$206K
T icon
300
AT&T
T
$165B
– –
-8,188
Closed -$231K
9 10 11
12
13

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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 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.