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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
SPHQ icon
301
Invesco S&P 500 Quality ETF
SPHQ
$19.3B
– –
-6,138
Closed -$412K
VO icon
302
Vanguard Mid-Cap ETF
VO
$106B
– –
-3,064
Closed -$202K
VOX icon
303
Vanguard Communication Services ETF
VOX
$5.78B
– –
-1,346
Closed -$210K
WCLD
304
WisdomTree Cloud Computing Fund
WCLD
$261M
– –
-8,138
Closed -$307K
HEAL
305
Global X Funds Global X HealthTech ETF
HEAL
$29.1M
– –
-5,325
Closed -$158K
9 10 11 12
13

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VWS
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CAM
Columbia Asset Management Ann Arbor, Michigan $525M AUM 21.5% 1-Year Est. Return
DSC
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DA
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VU
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OC
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VP
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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.