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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
+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
SPTM icon
76
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.5B
$1.34M 0.21%
16,670
-467
-3% -$36.3K
ONEO icon
77
State Street SPDR Russell 1000 Momentum Focus ETF
ONEO
$28.9M
$1.33M 0.2%
10,324
-43
-0.4% -$5.44K
LQTI
78
FT Vest Investment Grade & Target Income ETF
LQTI
$290M
$1.29M 0.2%
63,112
+37,293
+144% +$754K
PG icon
79
Procter & Gamble
PG
$349B
$1.28M 0.2%
8,335
-515
-6% -$80.4K
RSP icon
80
Invesco S&P 500 Equal Weight ETF
RSP
$96.4B
$1.25M 0.19%
6,586
+89
+1% +$16.6K
IWF icon
81
iShares Russell 1000 Growth ETF
IWF
$123B
$1.24M 0.19%
10,552
-268
-2% -$29.8K
IBND icon
82
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$457M
$1.23M 0.19%
38,246
-925
-2% -$29.7K
FALN icon
83
iShares Fallen Angels USD Bond ETF
FALN
$1.64B
$1.23M 0.19%
44,432
+129
+0.3% +$3.51K
VBR icon
84
Vanguard Small-Cap Value ETF
VBR
$37.1B
$1.22M 0.19%
5,836
-5
-0.1% -$1.02K
SPYD icon
85
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.62B
$1.21M 0.19%
27,591
+1,317
+5% +$57.7K
VOOG icon
86
Vanguard S&P 500 Growth ETF
VOOG
$25.7B
$1.17M 0.18%
16,140
-6
-0% -$415
RDVI icon
87
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.48B
$1.15M 0.18%
44,480
+86
+0.2% +$2.17K
LLY icon
88
Eli Lilly
LLY
$1.05T
$1.14M 0.17%
1,493
+259
+21% +$193K
XOM icon
89
ExxonMobil
XOM
$611B
$1.13M 0.17%
9,975
+1,050
+12% +$117K
BAC icon
90
Bank of America
BAC
$430B
$1.12M 0.17%
21,755
+46
+0.2% +$2.24K
SMLV icon
91
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$258M
$1.11M 0.17%
8,550
+70
+0.8% +$9.03K
QTUM icon
92
Defiance Quantum ETF
QTUM
$5.35B
$1.09M 0.17%
10,392
+1,182
+13% +$113K
CEG icon
93
Constellation Energy
CEG
$90.1B
$1.07M 0.16%
3,255
+70
+2% +$22.6K
SPTI icon
94
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.4B
$1.07M 0.16%
37,063
-428
-1% -$12.3K
CWH icon
95
Camping World
CWH
$393M
$1.06M 0.16%
66,804
-3,059
-4% -$52.4K
IBIT icon
96
iShares Bitcoin Trust
IBIT
$47B
$1.03M 0.16%
15,879
+1,821
+13% +$118K
ECOW icon
97
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
$217M
$1.02M 0.16%
41,766
+1,825
+5% +$42.4K
BBIN icon
98
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.47B
$1.02M 0.16%
14,546
-189
-1% -$13K
RTX icon
99
RTX Corp
RTX
$261B
$937K 0.14%
5,597
+8
+0.1% +$1.24K
VEU icon
100
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$936K 0.14%
13,110
-1
-0% -$69
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
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.