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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
+6.29%
1 Year Est. Return
+15.94%
3 Year Est. Return
+51.71%
5 Year Est. Return
+54.13%
10 Year Est. Return
–
AUM
$655M
AUM Growth
+$30.8M
Cap. Flow
-$3.68M
Cap. Flow %
-0.56%
Top 10 Hldgs %
51.81%
Holding
302
New
13
Increased
112
Reduced
130
Closed
13

Top Buys

Rank Stock Value
1
HYTI
FT Vest High Yield & Target Income ETF
HYTI
+$2.53M
2
DFII
FT Vest Bitcoin Strategy & Target Income ETF
DFII
+$1.8M
3
LQTI
FT Vest Investment Grade & Target Income ETF
LQTI
+$754K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$553K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$393K

Top Sells

Rank Stock Value
1
CAOS icon
Alpha Architect Tail Risk ETF
CAOS
+$3.43M
2
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.09M
3
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.21M
4
AAPL icon
Apple
AAPL
+$734K
5
FSIG icon
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
+$640K

Sector Composition

Rank Sector Weight
1 Technology 12.67%
2 Financials 3.17%
3 Consumer Discretionary 2.97%
4 Communication Services 2.74%
5 Consumer Staples 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
26
Berkshire Hathaway Class B
BRK.B
$1.06T
$4.12M 0.63%
8,199
+13
+0.2% +$6.3K
VGT icon
27
Vanguard Information Technology ETF
VGT
$139B
$3.87M 0.59%
41,328
+288
+0.7% +$25.2K
LCOW
28
Pacer S&P 500 Quality FCF Aristocrats ETF
LCOW
$26.5M
$3.86M 0.59%
165,799
+7,369
+5% +$166K
XSOE icon
29
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.04B
$3.81M 0.58%
100,338
+188
+0.2% +$6.73K
VTV icon
30
Vanguard Value ETF
VTV
$186B
$3.56M 0.54%
19,070
-99
-0.5% -$17.9K
IGLD icon
31
FT Vest Gold Strategy Target Income ETF
IGLD
$500M
$3.55M 0.54%
148,201
+6,545
+5% +$146K
IJH icon
32
iShares Core S&P Mid-Cap ETF
IJH
$122B
$3.34M 0.51%
51,198
+52
+0.1% +$3.34K
NFLX icon
33
Netflix
NFLX
$290B
$3.24M 0.5%
27,060
-170
-0.6% -$20.7K
HYTI
34
FT Vest High Yield & Target Income ETF
HYTI
$88.5M
$3.17M 0.48%
158,709
+127,089
+402% +$2.53M
COST icon
35
Costco
COST
$417B
$3.14M 0.48%
3,380
+40
+1% +$38.3K
GLD icon
36
SPDR Gold Trust
GLD
$130B
$3.11M 0.47%
8,745
+95
+1% +$30.3K
AMD icon
37
Advanced Micro Devices
AMD
$808B
$3.1M 0.47%
19,173
+934
+5% +$151K
TLH icon
38
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
$2.96M 0.45%
28,777
+270
+0.9% +$27.3K
ICOW icon
39
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.77B
$2.87M 0.44%
78,922
+149
+0.2% +$5.26K
DFII
40
FT Vest Bitcoin Strategy & Target Income ETF
DFII
$17.2M
$2.85M 0.44%
118,200
+73,403
+164% +$1.8M
GCOW icon
41
Pacer Global Cash Cows Dividend ETF
GCOW
$3.31B
$2.84M 0.43%
71,779
+3,148
+5% +$124K
FTSM icon
42
First Trust Enhanced Short Maturity ETF
FTSM
$6.5B
$2.7M 0.41%
44,983
-34,880
-44% -$2.09M
TSLA icon
43
Tesla
TSLA
$1.43T
$2.63M 0.4%
5,909
-611
-9% -$212K
BX icon
44
Blackstone
BX
$155B
$2.5M 0.38%
14,608
-20
-0.1% -$3.43K
VOT icon
45
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
$2.49M 0.38%
8,481
– –
SPYM
46
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$2.44M 0.37%
31,170
+7,336
+31% +$553K
SIGI icon
47
Selective Insurance
SIGI
$5.78B
$2.42M 0.37%
29,805
– –
EES icon
48
WisdomTree US SmallCap Earnings Fund
EES
$723M
$2.25M 0.34%
40,241
+123
+0.3% +$6.66K
META icon
49
Meta Platforms (Facebook)
META
$1.64T
$2.24M 0.34%
3,052
+103
+3% +$76.7K
IVE icon
50
iShares S&P 500 Value ETF
IVE
$48.8B
$2.22M 0.34%
10,761
-70
-0.6% -$14.1K
1
2
3 4 5

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FWM
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VWS
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CAM
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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 Q3 2025 Portfolio in Review

As of Q3 2025, Insight Advisors held 302 positions worth $655M, up 4.9% from $624M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Insight Advisors's Q3 2025 filing shows 13 new, 112 increased, 130 reduced and 13 closed positions. Its largest new stake was First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund: 2,304 shares worth $348K. The largest sale was Alpha Architect Tail Risk ETF, an estimated $3.43M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 12% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Insight Advisors's largest Q3 2025 buy was First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund: 2,304 shares worth $348K.
  • Insight Advisors added most to FT Vest High Yield & Target Income ETF in Q3 2025, an estimated $2.53M increase.
  • Insight Advisors's biggest Q3 2025 reduction was Alpha Architect Tail Risk ETF, cutting an estimated $3.43M.
  • Insight Advisors fully exited Global X Cloud Computing ETF in Q3 2025, selling an estimated $493K.
  • Insight Advisors's ten largest holdings make up 52% of its $655M portfolio in Q3 2025.
  • Insight Advisors opened 13 new positions and closed 13 in Q3 2025.
  • Insight Advisors's portfolio value rose 4.9% quarter-over-quarter to $655M.

Based on Insight Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.