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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
+2.54%
1 Year Est. Return
+15.94%
3 Year Est. Return
+51.71%
5 Year Est. Return
+54.13%
10 Year Est. Return
–
AUM
$593M
AUM Growth
+$12.4M
Cap. Flow
+$1.19M
Cap. Flow %
0.2%
Top 10 Hldgs %
51.64%
Holding
313
New
13
Increased
102
Reduced
146
Closed
21

Top Buys

Rank Stock Value
1
CAOS icon
Alpha Architect Tail Risk ETF
CAOS
+$7.75M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.27M
3
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$1.5M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$1.45M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.19M

Top Sells

Rank Stock Value
1
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$9.3M
2
PFE icon
Pfizer
PFE
+$1.61M
3
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$788K
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$715K
5
NVDA icon
NVIDIA
NVDA
+$641K

Sector Composition

Rank Sector Weight
1 Technology 12.43%
2 Consumer Discretionary 3.59%
3 Financials 3.2%
4 Communication Services 2.38%
5 Consumer Staples 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EES icon
51
WisdomTree US SmallCap Earnings Fund
EES
$723M
$1.97M 0.33%
36,692
+538
+1% +$29.5K
AMD icon
52
Advanced Micro Devices
AMD
$808B
$1.97M 0.33%
16,086
+1,016
+7% +$146K
DXJ icon
53
WisdomTree Japan Hedged Equity Fund
DXJ
$7.05B
$1.87M 0.32%
16,997
+2,899
+21% +$317K
SPYM
54
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$1.81M 0.31%
26,192
+4,418
+20% +$306K
AAPL icon
55
PUT
Apple
AAPL
$4.9T
$1.8M 0.3%
+7,200
New +$1.7M
AXP icon
56
American Express
AXP
$242B
$1.79M 0.3%
6,008
-139
-2% -$39.9K
PANW icon
57
Palo Alto Networks
PANW
$292B
$1.79M 0.3%
9,692
+318
+3% +$60.1K
IVW icon
58
iShares S&P 500 Growth ETF
IVW
$73.1B
$1.71M 0.29%
16,718
+201
+1% +$20.1K
WFC icon
59
Wells Fargo
WFC
$265B
$1.69M 0.28%
23,948
-66
-0.3% -$4.51K
SPIB icon
60
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$1.65M 0.28%
50,408
-884
-2% -$29.3K
VOE icon
61
Vanguard Mid-Cap Value ETF
VOE
$23.5B
$1.63M 0.27%
10,093
-24
-0.2% -$4.05K
JNJ icon
62
Johnson & Johnson
JNJ
$609B
$1.58M 0.27%
11,023
-169
-2% -$26.2K
WMT icon
63
Walmart Inc
WMT
$909B
$1.57M 0.26%
17,292
-2,731
-14% -$237K
USFR icon
64
WisdomTree Floating Rate Treasury Fund
USFR
$17.9B
$1.49M 0.25%
29,691
+4,259
+17% +$214K
PG icon
65
Procter & Gamble
PG
$349B
$1.49M 0.25%
8,925
+14
+0.2% +$2.38K
CWH icon
66
Camping World
CWH
$393M
$1.46M 0.25%
70,222
-1,891
-3% -$43.1K
HD icon
67
Home Depot
HD
$338B
$1.46M 0.25%
3,751
-16
-0.4% -$6.54K
QHY
68
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$239M
$1.46M 0.25%
32,256
+5,408
+20% +$247K
PEG icon
69
Public Service Enterprise Group
PEG
$39.2B
$1.44M 0.24%
17,008
-14
-0.1% -$1.24K
ONEO icon
70
State Street SPDR Russell 1000 Momentum Focus ETF
ONEO
$28.9M
$1.31M 0.22%
11,070
-243
-2% -$29.7K
AGZ icon
71
iShares Agency Bond ETF
AGZ
$555M
$1.31M 0.22%
12,151
+2,653
+28% +$289K
MGK icon
72
Vanguard Mega Cap Growth ETF
MGK
$32.7B
$1.25M 0.21%
18,080
-280
-2% -$18.8K
INTC icon
73
Intel
INTC
$478B
$1.21M 0.2%
61,013
-13,071
-18% -$295K
SPYD icon
74
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.62B
$1.2M 0.2%
27,962
-607
-2% -$27.5K
IBM icon
75
IBM
IBM
$200B
$1.19M 0.2%
5,405
-140
-3% -$31.2K
1 2
3
4 5

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CAM
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DSC
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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 Technology at 12% of assets, up from 12% a quarter earlier, followed by Consumer Discretionary and Financials.

  • 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.