We are live on ! Find out more
IA

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
VBK icon
51
Vanguard Small-Cap Growth ETF
VBK
$23.4B
$2.2M 0.34%
7,380
-73
-1% -$21.1K
FSIG icon
52
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.56B
$2.02M 0.31%
105,361
-33,378
-24% -$640K
PANW icon
53
Palo Alto Networks
PANW
$292B
$2.02M 0.31%
9,931
+98
+1% +$18.8K
WFC icon
54
Wells Fargo
WFC
$265B
$2.02M 0.31%
24,111
+13
+0.1% +$1.05K
JNJ icon
55
Johnson & Johnson
JNJ
$609B
$1.97M 0.3%
10,625
-483
-4% -$82.8K
INTC icon
56
Intel
INTC
$478B
$1.96M 0.3%
58,521
+275
+0.5% +$6.66K
EPI icon
57
WisdomTree India Earnings Fund ETF
EPI
$2.05B
$1.93M 0.29%
43,663
+200
+0.5% +$9.08K
PLTR icon
58
Palantir
PLTR
$317B
$1.92M 0.29%
10,539
+448
+4% +$72.6K
QHY
59
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$239M
$1.92M 0.29%
41,224
+801
+2% +$37.1K
AXP icon
60
American Express
AXP
$242B
$1.9M 0.29%
5,708
+22
+0.4% +$7K
MRK icon
61
Merck
MRK
$315B
$1.82M 0.28%
21,660
-1,347
-6% -$111K
DGRO icon
62
iShares Core Dividend Growth ETF
DGRO
$42.1B
$1.78M 0.27%
26,184
+258
+1% +$17.1K
VOE icon
63
Vanguard Mid-Cap Value ETF
VOE
$23.5B
$1.74M 0.27%
9,985
– –
VIG icon
64
Vanguard Dividend Appreciation ETF
VIG
$111B
$1.74M 0.27%
8,051
-69
-0.8% -$14.5K
SPIB icon
65
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$1.68M 0.26%
49,682
+668
+1% +$22.5K
IVW icon
66
iShares S&P 500 Growth ETF
IVW
$73.1B
$1.68M 0.26%
13,931
-1,155
-8% -$133K
JPM icon
67
JPMorgan Chase
JPM
$907B
$1.55M 0.24%
4,924
-75
-2% -$22.3K
WMT icon
68
Walmart Inc
WMT
$909B
$1.54M 0.24%
14,953
-1,710
-10% -$170K
PHYS icon
69
Sprott Physical Gold
PHYS
$14.4B
$1.51M 0.23%
50,924
-3,020
-6% -$80.2K
AGZ icon
70
iShares Agency Bond ETF
AGZ
$555M
$1.48M 0.23%
13,405
+428
+3% +$46.9K
IBM icon
71
IBM
IBM
$200B
$1.47M 0.22%
5,212
-108
-2% -$28.3K
MGK icon
72
Vanguard Mega Cap Growth ETF
MGK
$32.7B
$1.45M 0.22%
17,975
-15
-0.1% -$1.15K
PEG icon
73
Public Service Enterprise Group
PEG
$39.2B
$1.42M 0.22%
17,011
– –
PAVE icon
74
Global X US Infrastructure Development ETF
PAVE
$13.9B
$1.4M 0.21%
29,457
+718
+2% +$33K
HD icon
75
Home Depot
HD
$338B
$1.39M 0.21%
3,424
-19
-0.6% -$7.47K
1 2
3
4 5

Similar funds

FWM
Fonville Wealth Management Richmond, Virginia $525M AUM 16.61% 1-Year Est. Return
VWS
Virtus Wealth Solutions Cranford, New Jersey $525M AUM 96.86% 1-Year Est. Return
CAM
Columbia Asset Management Ann Arbor, Michigan $525M AUM 21.5% 1-Year Est. Return
DSC
Duncker Streett & Co St. Louis, Missouri $526M AUM 22.2% 1-Year Est. Return
DA
Drake & Associates Waukesha, Wisconsin $525M AUM 14.04% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return
OC
Oakmont Corp Los Angeles, California $526M AUM 7.52% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $527M AUM 16.8% 1-Year Est. Return

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.