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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
VYM icon
101
Vanguard High Dividend Yield ETF
VYM
$80B
$844K 0.14%
6,329
– –
FV icon
102
First Trust Dorsey Wright Focus 5 ETF
FV
$3.62B
$836K 0.13%
14,105
-372
-3% -$20.7K
AOA icon
103
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.17B
$834K 0.13%
10,000
-490
-5% -$38.3K
IJR icon
104
iShares Core S&P Small-Cap ETF
IJR
$110B
$831K 0.13%
7,607
+537
+8% +$55.5K
RTX icon
105
RTX Corp
RTX
$261B
$816K 0.13%
5,589
+140
+3% +$18.7K
GBTC icon
106
Grayscale Bitcoin Trust
GBTC
$9.64B
$799K 0.13%
9,419
-12
-0.1% -$933
FBND icon
107
Fidelity Total Bond ETF
FBND
$26.9B
$784K 0.13%
17,126
+9
+0.1% +$407
SHAG icon
108
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$42.6M
$780K 0.13%
16,290
+49
+0.3% +$2.33K
VZ icon
109
Verizon
VZ
$182B
$769K 0.12%
17,769
+11
+0.1% +$476
PEP icon
110
PepsiCo
PEP
$187B
$764K 0.12%
5,791
-33
-0.6% -$4.45K
MCD icon
111
McDonald's
MCD
$190B
$757K 0.12%
2,592
-120
-4% -$37K
BLOK icon
112
Amplify Blockchain Technology ETF
BLOK
$1.08B
$752K 0.12%
+13,176
New +$596K
WTAI icon
113
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$571M
$728K 0.12%
29,623
+2,327
+9% +$49K
V icon
114
Visa
V
$682B
$712K 0.11%
2,005
-148
-7% -$51.6K
SPLB icon
115
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.17B
$711K 0.11%
31,496
-2,412
-7% -$53K
PFIG icon
116
Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
$116M
$711K 0.11%
29,531
-38
-0.1% -$904
AMP icon
117
Ameriprise Financial
AMP
$47.5B
$691K 0.11%
1,295
-20
-2% -$9.88K
SCHG icon
118
Schwab US Large-Cap Growth ETF
SCHG
$59.7B
$685K 0.11%
23,449
-9,653
-29% -$255K
CRWD icon
119
CrowdStrike
CRWD
$207B
$674K 0.11%
5,296
+140
+3% +$15.2K
XLY icon
120
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.3B
$672K 0.11%
6,182
-6
-0.1% -$614
PCAR icon
121
PACCAR
PCAR
$66.4B
$669K 0.11%
7,036
-328
-4% -$30.3K
F icon
122
Ford
F
$56.7B
$667K 0.11%
61,482
-201
-0.3% -$2.05K
RS icon
123
Reliance Steel & Aluminium
RS
$20.2B
$663K 0.11%
2,111
+13
+0.6% +$3.84K
XLE icon
124
State Street Energy Select Sector SPDR ETF
XLE
$38.2B
$660K 0.11%
15,566
+962
+7% +$40.1K
DE icon
125
Deere & Co
DE
$161B
$658K 0.11%
1,294
– –
3 4
5
6 7

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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.