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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
(+2.1%)
Cap. Flow
-$1.41M
Cap. Flow
% of AUM
-0.24%
Top 10 Holdings %
Top 10 Hldgs %
51.64%
Holding
313
New
13
Increased
102
Reduced
146
Closed
21
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alpha Architect Tail Risk ETF
CAOS
|
+$7.75M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$3.27M |
| 3 |
WisdomTree US Quality Growth Fund
QGRW
|
+$1.5M |
| 4 |
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
|
+$1.45M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$1.19M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
+$9.3M |
| 2 |
Pfizer
PFE
|
+$1.61M |
| 3 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
+$788K |
| 4 |
State Street SPDR Portfolio TIPS ETF
SPIP
|
+$715K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
301
Fidelity MSCI Utilities Index ETF
FUTY
$2.29B
| – | – |
-3,954
| Closed | -$205K |
|
302
FT Vest US Equity Moderate Buffer ETF August
GAUG
$394M
| – | – |
-6,880
| Closed | -$239K |
|
303
PUT
Alphabet (Google) Class C
GOOG
$4.1T
| – | – |
-10,700
| Closed | -$1.79M |
|
304
iShares 7-10 Year Treasury Bond ETF
IEF
$42.1B
| – | – |
-2,123
| Closed | -$208K |
|
305
Micron Technology
MU
$1.15T
| – | – |
-2,194
| Closed | -$228K |
|
|
306
Pfizer
PFE
$162B
| – | – |
-55,678
| Closed | -$1.61M |
|
|
PPSI
307
Pioneer Power Solutions
PPSI
$32.1M
| – | – |
-33,240
| Closed | -$156K |
|
308
Ferrari
RACE
$72.1B
| – | – |
-452
| Closed | -$212K |
|
309
Global X Internet of Things ETF
SNSR
$209M
| – | – |
-9,441
| Closed | -$328K |
|
310
iShares 20+ Year Treasury Bond ETF
TLT
$47.1B
| – | – |
-2,229
| Closed | -$219K |
|
311
Vanguard Energy ETF
VDE
$10.9B
| – | – |
-2,133
| Closed | -$261K |
|
312
Vanguard FTSE Europe ETF
VGK
$31.1B
| – | – |
-3,479
| Closed | -$247K |
|
313
Vanguard FTSE Pacific ETF
VPL
$8.8B
| – | – |
-2,672
| Closed | -$209K |
|
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CD
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.