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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
FTHY
101
First Trust High Yield Opportunities 2027 Term Fund
FTHY
$500M
$912K 0.14%
62,957
+132
+0.2% +$1.93K
IJR icon
102
iShares Core S&P Small-Cap ETF
IJR
$110B
$903K 0.14%
7,592
-15
-0.2% -$1.73K
VYM icon
103
Vanguard High Dividend Yield ETF
VYM
$80B
$890K 0.14%
6,317
-12
-0.2% -$1.65K
BLOK icon
104
Amplify Blockchain Technology ETF
BLOK
$1.08B
$878K 0.13%
13,098
-78
-0.6% -$4.72K
AOA icon
105
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.17B
$865K 0.13%
9,813
-187
-2% -$15.9K
ORCL icon
106
Oracle
ORCL
$364B
$865K 0.13%
3,072
+112
+4% +$28.5K
FV icon
107
First Trust Dorsey Wright Focus 5 ETF
FV
$3.62B
$857K 0.13%
13,833
-272
-2% -$16.6K
GBTC icon
108
Grayscale Bitcoin Trust
GBTC
$9.64B
$845K 0.13%
9,418
-1
-0% -$90
WTAI icon
109
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$571M
$843K 0.13%
29,532
-91
-0.3% -$2.37K
COWZ icon
110
Pacer US Cash Cows 100 ETF
COWZ
$18.3B
$826K 0.13%
14,366
-2,692
-16% -$153K
IWM icon
111
iShares Russell 2000 ETF
IWM
$82.2B
$820K 0.13%
3,386
+558
+20% +$128K
XLE icon
112
State Street Energy Select Sector SPDR ETF
XLE
$38.2B
$817K 0.12%
18,280
+2,714
+17% +$119K
FBND icon
113
Fidelity Total Bond ETF
FBND
$26.9B
$815K 0.12%
17,626
+500
+3% +$23K
PEP icon
114
PepsiCo
PEP
$187B
$803K 0.12%
5,713
-78
-1% -$11.1K
SHAG icon
115
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$42.6M
$800K 0.12%
16,681
+391
+2% +$18.7K
MCD icon
116
McDonald's
MCD
$190B
$785K 0.12%
2,583
-9
-0.3% -$2.74K
SMH icon
117
VanEck Semiconductor ETF
SMH
$67.5B
$783K 0.12%
2,396
+91
+4% +$26.9K
VZ icon
118
Verizon
VZ
$182B
$772K 0.12%
17,568
-201
-1% -$8.7K
SPLB icon
119
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.17B
$770K 0.12%
33,292
+1,796
+6% +$40.6K
SLV icon
120
iShares Silver Trust
SLV
$27.1B
$756K 0.12%
17,831
+328
+2% +$11.8K
XLY icon
121
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.3B
$741K 0.11%
6,178
-4
-0.1% -$458
VTI icon
122
Vanguard Total Stock Market ETF
VTI
$658B
$733K 0.11%
2,227
+159
+8% +$50.2K
F icon
123
Ford
F
$56.7B
$713K 0.11%
59,584
-1,898
-3% -$21.9K
V icon
124
Visa
V
$682B
$710K 0.11%
2,074
+69
+3% +$23.9K
PFIG icon
125
Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
$116M
$702K 0.11%
28,981
-550
-2% -$13.3K
3 4
5
6 7

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FWM
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VWS
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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.