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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
IBND icon
76
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$457M
$1.16M 0.2%
39,428
+1,276
+3% +$36.8K
CWH icon
77
Camping World
CWH
$393M
$1.14M 0.2%
70,505
+283
+0.4% +$5.78K
RSP icon
78
Invesco S&P 500 Equal Weight ETF
RSP
$96.4B
$1.13M 0.2%
6,495
+12
+0.2% +$2.13K
MGK icon
79
Vanguard Mega Cap Growth ETF
MGK
$32.7B
$1.12M 0.19%
18,115
+35
+0.2% +$2.36K
VBR icon
80
Vanguard Small-Cap Value ETF
VBR
$37.1B
$1.09M 0.19%
5,841
-18
-0.3% -$3.56K
SMLV icon
81
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$258M
$1.08M 0.19%
8,823
-489
-5% -$62.8K
SPTI icon
82
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.4B
$1.07M 0.19%
37,596
+7,064
+23% +$199K
PAVE icon
83
Global X US Infrastructure Development ETF
PAVE
$13.9B
$1.07M 0.19%
28,469
+134
+0.5% +$5.43K
XOM icon
84
ExxonMobil
XOM
$611B
$1.06M 0.18%
8,913
+391
+5% +$43.2K
RDVI icon
85
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.48B
$1.03M 0.18%
43,239
+5,785
+15% +$143K
IWF icon
86
iShares Russell 1000 Growth ETF
IWF
$123B
$976K 0.17%
10,812
+4
+0% +$395
VOOG icon
87
Vanguard S&P 500 Growth ETF
VOOG
$25.7B
$963K 0.17%
17,268
-1,062
-6% -$64.4K
BAC icon
88
Bank of America
BAC
$430B
$945K 0.16%
22,651
+99
+0.4% +$4.41K
BBIN icon
89
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.47B
$943K 0.16%
15,339
+613
+4% +$37.3K
NFLX icon
90
PUT
Netflix
NFLX
$290B
$933K 0.16%
10,000
– –
LLY icon
91
Eli Lilly
LLY
$1.05T
$915K 0.16%
1,107
+244
+28% +$203K
USFR icon
92
WisdomTree Floating Rate Treasury Fund
USFR
$17.9B
$911K 0.16%
18,094
-11,597
-39% -$585K
PEP icon
93
PepsiCo
PEP
$187B
$874K 0.15%
5,824
-250
-4% -$37.2K
FTHY
94
First Trust High Yield Opportunities 2027 Term Fund
FTHY
$500M
$856K 0.15%
59,248
+21,473
+57% +$312K
MCD icon
95
McDonald's
MCD
$190B
$847K 0.15%
2,712
-42
-2% -$12.6K
EPI icon
96
WisdomTree India Earnings Fund ETF
EPI
$2.05B
$838K 0.15%
+19,165
New +$822K
SCHG icon
97
Schwab US Large-Cap Growth ETF
SCHG
$59.7B
$829K 0.14%
33,102
-7,408
-18% -$203K
VYM icon
98
Vanguard High Dividend Yield ETF
VYM
$80B
$816K 0.14%
6,329
+1,805
+40% +$236K
VZ icon
99
Verizon
VZ
$182B
$805K 0.14%
17,758
-33
-0.2% -$1.37K
AOA icon
100
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.17B
$802K 0.14%
10,490
-2,741
-21% -$214K
2 3
4
5 6

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
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VP
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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.