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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
+8.27%
1 Year Est. Return
+15.94%
3 Year Est. Return
+51.71%
5 Year Est. Return
+54.13%
10 Year Est. Return
–
AUM
$624M
AUM Growth
+$48.8M
Cap. Flow
+$10.5M
Cap. Flow %
1.68%
Top 10 Hldgs %
52.65%
Holding
310
New
28
Increased
101
Reduced
130
Closed
21

Top Buys

Rank Stock Value
1
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$7.15M
2
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$4.09M
3
LCOW
Pacer S&P 500 Quality FCF Aristocrats ETF
LCOW
+$3.32M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.24M
5
WTV icon
WisdomTree US Value Fund
WTV
+$3.23M

Top Sells

Rank Stock Value
1
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$5.47M
2
USMF icon
WisdomTree US Multifactor Fund
USMF
+$4.74M
3
NVDA icon
NVIDIA
NVDA
+$3.7M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.87M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.31M

Sector Composition

Rank Sector Weight
1 Technology 11.53%
2 Financials 3.18%
3 Consumer Discretionary 2.97%
4 Communication Services 2.42%
5 Consumer Staples 1.56%
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
$1.28M 0.2%
39,171
-257
-0.7% -$8K
HD icon
77
Home Depot
HD
$338B
$1.26M 0.2%
3,443
-93
-3% -$33.7K
PAVE icon
78
Global X US Infrastructure Development ETF
PAVE
$13.9B
$1.25M 0.2%
28,739
+270
+0.9% +$10.8K
FALN icon
79
iShares Fallen Angels USD Bond ETF
FALN
$1.64B
$1.2M 0.19%
44,303
-2,241
-5% -$59.1K
CWH icon
80
Camping World
CWH
$393M
$1.2M 0.19%
69,863
-642
-0.9% -$10K
RSP icon
81
Invesco S&P 500 Equal Weight ETF
RSP
$96.4B
$1.18M 0.19%
6,497
+2
+0% +$345
IWF icon
82
iShares Russell 1000 Growth ETF
IWF
$123B
$1.15M 0.18%
10,820
+8
+0.1% +$765
VBR icon
83
Vanguard Small-Cap Value ETF
VBR
$37.1B
$1.14M 0.18%
5,841
– –
SPYD icon
84
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.62B
$1.12M 0.18%
26,274
-787
-3% -$33.1K
RDVI icon
85
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.48B
$1.1M 0.18%
44,394
+1,155
+3% +$27.2K
SPTI icon
86
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.4B
$1.08M 0.17%
37,491
-105
-0.3% -$2.99K
DFII
87
FT Vest Bitcoin Strategy & Target Income ETF
DFII
$17.2M
$1.07M 0.17%
+44,797
New +$1M
VOOG icon
88
Vanguard S&P 500 Growth ETF
VOOG
$25.7B
$1.07M 0.17%
16,146
-1,122
-6% -$66.8K
SMLV icon
89
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$258M
$1.06M 0.17%
8,480
-343
-4% -$41.5K
CEG icon
90
Constellation Energy
CEG
$90.1B
$1.03M 0.16%
3,185
+17
+0.5% +$4.5K
BAC icon
91
Bank of America
BAC
$430B
$1.03M 0.16%
21,709
-942
-4% -$39.6K
BBIN icon
92
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.47B
$995K 0.16%
14,735
-604
-4% -$38.9K
XOM icon
93
ExxonMobil
XOM
$611B
$962K 0.15%
8,925
+12
+0.1% +$1.28K
LLY icon
94
Eli Lilly
LLY
$1.05T
$961K 0.15%
1,234
+127
+11% +$98.7K
COWZ icon
95
Pacer US Cash Cows 100 ETF
COWZ
$18.3B
$940K 0.15%
17,058
-54,274
-76% -$2.87M
FTHY
96
First Trust High Yield Opportunities 2027 Term Fund
FTHY
$500M
$933K 0.15%
62,825
+3,577
+6% +$50.8K
ECOW icon
97
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
$217M
$882K 0.14%
+39,941
New +$832K
VEU icon
98
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$881K 0.14%
13,111
+3
+0% +$190
IBIT icon
99
iShares Bitcoin Trust
IBIT
$47B
$860K 0.14%
14,058
+460
+3% +$25.8K
QTUM icon
100
Defiance Quantum ETF
QTUM
$5.35B
$846K 0.14%
9,210
+240
+3% +$19.4K
2 3
4
5 6

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CAM
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DSC
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Insight Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Insight Advisors held 310 positions worth $624M, up 8.5% from $575M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Insight Advisors's Q2 2025 filing shows 28 new, 101 increased, 130 reduced and 21 closed positions. Its largest new stake was WisdomTree Europe Hedged Equity Fund: 85,637 shares worth $4.12M. The largest sale was WisdomTree International Hedged Quality Dividend Growth Fund, an estimated $5.47M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 11% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Insight Advisors's largest Q2 2025 buy was WisdomTree Europe Hedged Equity Fund: 85,637 shares worth $4.12M.
  • Insight Advisors added most to Alpha Architect 1-3 Month Box ETF in Q2 2025, an estimated $7.15M increase.
  • Insight Advisors's biggest Q2 2025 reduction was WisdomTree International Hedged Quality Dividend Growth Fund, cutting an estimated $5.47M.
  • Insight Advisors fully exited WisdomTree US Multifactor Fund in Q2 2025, selling an estimated $4.74M.
  • Insight Advisors's ten largest holdings make up 53% of its $624M portfolio in Q2 2025.
  • Insight Advisors opened 28 new positions and closed 21 in Q2 2025.
  • Insight Advisors's portfolio value rose 8.5% quarter-over-quarter to $624M.

Based on Insight Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.