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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
TSLA icon
51
Tesla
TSLA
$1.43T
$1.78M 0.31%
6,858
-2,039
-23% -$680K
AMD icon
52
Advanced Micro Devices
AMD
$808B
$1.77M 0.31%
17,206
+1,120
+7% +$125K
WFC icon
53
Wells Fargo
WFC
$265B
$1.73M 0.3%
24,073
+125
+0.5% +$9.38K
SPIB icon
54
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$1.72M 0.3%
51,858
+1,450
+3% +$47.8K
QHY
55
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$239M
$1.71M 0.3%
37,998
+5,742
+18% +$261K
PANW icon
56
Palo Alto Networks
PANW
$292B
$1.66M 0.29%
9,741
+49
+0.5% +$9.06K
VOE icon
57
Vanguard Mid-Cap Value ETF
VOE
$23.5B
$1.61M 0.28%
10,035
-58
-0.6% -$9.48K
AAPL icon
58
PUT
Apple
AAPL
$4.9T
$1.6M 0.28%
7,200
– –
AXP icon
59
American Express
AXP
$242B
$1.58M 0.28%
5,882
-126
-2% -$37.2K
SPYM
60
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$1.57M 0.27%
23,847
-2,345
-9% -$162K
WMT icon
61
Walmart Inc
WMT
$909B
$1.52M 0.26%
17,284
-8
-0% -$750
PG icon
62
Procter & Gamble
PG
$349B
$1.51M 0.26%
8,887
-38
-0.4% -$6.37K
AGZ icon
63
iShares Agency Bond ETF
AGZ
$555M
$1.42M 0.25%
12,988
+837
+7% +$90.9K
IVW icon
64
iShares S&P 500 Growth ETF
IVW
$73.1B
$1.4M 0.24%
15,081
-1,637
-10% -$165K
PEG icon
65
Public Service Enterprise Group
PEG
$39.2B
$1.4M 0.24%
17,010
+2
+0% +$167
INTC icon
66
Intel
INTC
$478B
$1.32M 0.23%
58,246
-2,767
-5% -$60.5K
IBM icon
67
IBM
IBM
$200B
$1.32M 0.23%
5,304
-101
-2% -$24.7K
PHYS icon
68
Sprott Physical Gold
PHYS
$14.4B
$1.3M 0.23%
53,997
-125
-0.2% -$2.77K
HD icon
69
Home Depot
HD
$338B
$1.3M 0.23%
3,536
-215
-6% -$83.8K
FALN icon
70
iShares Fallen Angels USD Bond ETF
FALN
$1.64B
$1.25M 0.22%
46,544
+1,993
+4% +$53.7K
ONEO icon
71
State Street SPDR Russell 1000 Momentum Focus ETF
ONEO
$28.9M
$1.24M 0.22%
10,798
-272
-2% -$32.6K
JPM icon
72
JPMorgan Chase
JPM
$907B
$1.22M 0.21%
4,958
+235
+5% +$59.9K
DGS icon
73
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.72B
$1.22M 0.21%
25,164
-15,559
-38% -$763K
SPYD icon
74
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.62B
$1.2M 0.21%
27,061
-901
-3% -$39.6K
SPTM icon
75
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.5B
$1.19M 0.21%
17,427
+1,612
+10% +$115K
1 2
3
4 5

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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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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.