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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
GOOGL icon
26
Alphabet (Google) Class A
GOOGL
$4.23T
$3.86M 0.67%
24,932
-516
-2% -$93.6K
WTV icon
27
WisdomTree US Value Fund
WTV
$3.1B
$3.57M 0.62%
+43,469
New +$3.68M
VTV icon
28
Vanguard Value ETF
VTV
$186B
$3.32M 0.58%
19,220
+4
+0% +$698
COST icon
29
Costco
COST
$417B
$3.19M 0.55%
3,371
+86
+3% +$83.8K
XSOE icon
30
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.04B
$2.98M 0.52%
96,646
+9,515
+11% +$295K
IGLD icon
31
FT Vest Gold Strategy Target Income ETF
IGLD
$500M
$2.95M 0.51%
140,715
+3,341
+2% +$66.1K
GOOG icon
32
Alphabet (Google) Class C
GOOG
$4.22T
$2.93M 0.51%
18,768
+848
+5% +$155K
ICOW icon
33
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.77B
$2.9M 0.51%
92,467
+11,530
+14% +$355K
IJH icon
34
iShares Core S&P Mid-Cap ETF
IJH
$122B
$2.88M 0.5%
49,324
+9,500
+24% +$590K
VGT icon
35
Vanguard Information Technology ETF
VGT
$139B
$2.77M 0.48%
40,744
+400
+1% +$30.1K
SIGI icon
36
Selective Insurance
SIGI
$5.78B
$2.73M 0.47%
29,805
– –
CALF icon
37
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.55B
$2.72M 0.47%
72,481
-2,702
-4% -$112K
TLH icon
38
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
$2.69M 0.47%
25,957
+4,187
+19% +$424K
FSIG icon
39
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.56B
$2.57M 0.45%
135,788
+4,468
+3% +$84.5K
NFLX icon
40
Netflix
NFLX
$290B
$2.41M 0.42%
25,800
-40
-0.2% -$3.8K
DXJ icon
41
WisdomTree Japan Hedged Equity Fund
DXJ
$7.05B
$2.35M 0.41%
21,294
+4,297
+25% +$473K
DGRO icon
42
iShares Core Dividend Growth ETF
DGRO
$42.1B
$2.33M 0.41%
37,740
-173
-0.5% -$10.8K
META icon
43
Meta Platforms (Facebook)
META
$1.64T
$2.16M 0.38%
3,740
+9
+0.2% +$5.81K
VIG icon
44
Vanguard Dividend Appreciation ETF
VIG
$111B
$2.1M 0.37%
10,849
-1,583
-13% -$315K
VOT icon
45
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
$2.08M 0.36%
8,520
-40
-0.5% -$10.4K
MRK icon
46
Merck
MRK
$315B
$2.08M 0.36%
23,160
-1,139
-5% -$106K
BX icon
47
Blackstone
BX
$155B
$2.06M 0.36%
14,762
-45
-0.3% -$7.3K
VBK icon
48
Vanguard Small-Cap Growth ETF
VBK
$23.4B
$1.88M 0.33%
7,453
+77
+1% +$21.3K
EES icon
49
WisdomTree US SmallCap Earnings Fund
EES
$723M
$1.87M 0.33%
38,353
+1,661
+5% +$87.5K
JNJ icon
50
Johnson & Johnson
JNJ
$609B
$1.84M 0.32%
11,086
+63
+0.6% +$9.86K
1
2
3 4 5

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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.