We are live on
!
Find out more
IA
Insight Advisors Portfolio holdings
AUM
$525M
1-Year Est. Return
15.94%
This Fund
S&P 500
This Quarter
Est. Return
+4.14%
1 Year Est. Return
+15.94%
3 Year Est. Return
+51.71%
5 Year Est. Return
+54.13%
10 Year Est. Return
–
AUM
$580M
AUM Growth
+$26.5M
(+4.8%)
Cap. Flow
+$5.15M
Cap. Flow
% of AUM
0.89%
Top 10 Holdings %
Top 10 Hldgs %
50.5%
Holding
310
New
21
Increased
136
Reduced
115
Closed
10
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
|
+$3.95M |
| 2 |
WisdomTree US Quality Growth Fund
QGRW
|
+$2.05M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.93M |
| 4 |
Intel
INTC
|
+$1.85M |
| 5 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
+$1.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
WisdomTree US MidCap Dividend Fund
DON
|
+$2.61M |
| 2 |
WisdomTree International Multifactor Fund
DWMF
|
+$1.56M |
| 3 |
WisdomTree International SmallCap Dividend Fund
DLS
|
+$1.51M |
| 4 |
NVIDIA
NVDA
|
+$1.2M |
| 5 |
State Street SPDR Portfolio TIPS ETF
SPIP
|
+$1.09M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 11.85% |
| 2 | Consumer Discretionary | 3.21% |
| 3 | Financials | 3.02% |
| 4 | Communication Services | 2.14% |
| 5 | Healthcare | 1.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
PUT
Apple
AAPL
$4.9T
| – | – |
-7,900
| Closed | -$1.66M |
|
302
BigBear.ai
BBAI
$1.36B
| – | – |
-15,000
| Closed | -$22.6K |
|
303
FT Vest US Equity Moderate Buffer ETF July
GJUL
$369M
| – | – |
-8,008
| Closed | -$278K |
|
304
FT Vest US Equity Moderate Buffer ETF November
GNOV
$295M
| – | – |
-8,081
| Closed | -$273K |
|
305
IQ MacKay Municipal Intermediate ETF
MMIT
$1.47B
| – | – |
-9,875
| Closed | -$239K |
|
306
Pinduoduo
PDD
$120B
| – | – |
-2,925
| Closed | -$389K |
|
307
Super Micro Computer
SMCI
$15.6B
| – | – |
-4,990
| Closed | -$409K |
|
308
Tradr TSLA Bear Daily ETF
TSLQ
$119M
| – | – |
-535
| Closed | -$308K |
|
309
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
| – | – |
-2,851
| Closed | -$228K |
|
310
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.48B
| – | – |
-1,747
| Closed | -$254K |
|
Similar funds
FWM
VWS
CAM
DSC
DA
VU
OC
VP
Insight Advisors's Q3 2024 Portfolio in Review
As of Q3 2024, Insight Advisors held 310 positions worth $580M, up 4.8% from $554M the previous quarter. Its ten largest holdings account for 51% of the portfolio.
Insight Advisors's Q3 2024 filing shows 21 new, 136 increased, 115 reduced and 10 closed positions. Its largest new stake was Intel: 74,084 shares worth $1.74M. The largest sale was WisdomTree US MidCap Dividend Fund, an estimated $2.61M.
By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 12% a quarter earlier, followed by Consumer Discretionary and Financials.
- Insight Advisors's largest Q3 2024 buy was Intel: 74,084 shares worth $1.74M.
- Insight Advisors added most to WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2024, an estimated $3.95M increase.
- Insight Advisors's biggest Q3 2024 reduction was WisdomTree US MidCap Dividend Fund, cutting an estimated $2.61M.
- Insight Advisors fully exited Super Micro Computer in Q3 2024, selling an estimated $409K.
- Insight Advisors's ten largest holdings make up 51% of its $580M portfolio in Q3 2024.
- Insight Advisors opened 21 new positions and closed 10 in Q3 2024.
- Insight Advisors's portfolio value rose 4.8% quarter-over-quarter to $580M.
Based on Insight Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.