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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
VEU icon
101
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$795K 0.14%
13,108
-32
-0.2% -$1.93K
FV icon
102
First Trust Dorsey Wright Focus 5 ETF
FV
$3.62B
$794K 0.14%
14,477
-1,143
-7% -$67.8K
FBND icon
103
Fidelity Total Bond ETF
FBND
$26.9B
$781K 0.14%
17,117
-2,362
-12% -$107K
SHAG icon
104
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$42.6M
$773K 0.13%
16,241
+3,778
+30% +$179K
SPLB icon
105
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.17B
$765K 0.13%
33,908
-4,519
-12% -$101K
V icon
106
Visa
V
$682B
$755K 0.13%
2,153
+345
+19% +$117K
IJR icon
107
iShares Core S&P Small-Cap ETF
IJR
$110B
$739K 0.13%
7,070
-56
-0.8% -$6.32K
RTX icon
108
RTX Corp
RTX
$261B
$722K 0.13%
5,449
-7
-0.1% -$888
PCAR icon
109
PACCAR
PCAR
$66.4B
$717K 0.12%
7,364
– –
PFIG icon
110
Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
$116M
$704K 0.12%
29,569
+5,805
+24% +$137K
GLD icon
111
SPDR Gold Trust
GLD
$130B
$689K 0.12%
2,391
+539
+29% +$143K
XLE icon
112
State Street Energy Select Sector SPDR ETF
XLE
$38.2B
$682K 0.12%
14,604
+354
+2% +$16K
XLV icon
113
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
$675K 0.12%
4,621
-25
-0.5% -$3.63K
QTUM icon
114
Defiance Quantum ETF
QTUM
$5.35B
$669K 0.12%
8,970
+1,413
+19% +$114K
UVSP icon
115
Univest Financial
UVSP
$1.24B
$666K 0.12%
23,500
+11,750
+100% +$348K
USRT icon
116
iShares Core US REIT ETF
USRT
$4.63B
$639K 0.11%
11,095
-341
-3% -$19.8K
CEG icon
117
Constellation Energy
CEG
$90.1B
$639K 0.11%
3,168
+526
+20% +$141K
PLTR icon
118
Palantir
PLTR
$317B
$639K 0.11%
7,568
+949
+14% +$83.3K
AMP icon
119
Ameriprise Financial
AMP
$47.5B
$637K 0.11%
1,315
-25
-2% -$13.1K
IBIT icon
120
iShares Bitcoin Trust
IBIT
$47B
$637K 0.11%
13,598
+6,307
+87% +$334K
SITE icon
121
SiteOne Landscape Supply
SITE
$4.6B
$620K 0.11%
5,102
– –
LMT icon
122
Lockheed Martin
LMT
$117B
$619K 0.11%
1,386
-23
-2% -$10.6K
F icon
123
Ford
F
$56.7B
$619K 0.11%
61,683
+33
+0.1% +$322
GBTC icon
124
Grayscale Bitcoin Trust
GBTC
$9.64B
$615K 0.11%
9,431
+80
+0.9% +$5.9K
XLY icon
125
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.3B
$611K 0.11%
6,188
+12
+0.2% +$1.3K
3 4
5
6 7

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 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.