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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
+2.28%
1 Year Est. Return
+15.94%
3 Year Est. Return
+51.71%
5 Year Est. Return
+54.13%
10 Year Est. Return
–
AUM
$661M
AUM Growth
+$6.17M
Cap. Flow
-$4.79M
Cap. Flow %
-0.73%
Top 10 Hldgs %
49.81%
Holding
306
New
17
Increased
107
Reduced
135
Closed
23

Top Buys

Rank Stock Value
1
ATTR
Arin Tactical Tail Risk ETF
ATTR
+$85.4M
2
DDWM icon
WisdomTree Dynamic International Equity Fund
DDWM
+$7.89M
3
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$838K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$829K
5
LQTI
FT Vest Investment Grade & Target Income ETF
LQTI
+$821K

Top Sells

Rank Stock Value
1
CAOS icon
Alpha Architect Tail Risk ETF
CAOS
+$89.4M
2
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$4.39M
3
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$3.86M
4
NVDA icon
NVIDIA
NVDA
+$866K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$825K

Sector Composition

Rank Sector Weight
1 Technology 12.67%
2 Financials 3.21%
3 Consumer Discretionary 2.76%
4 Communication Services 2.75%
5 Consumer Staples 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJR icon
101
iShares Core S&P Small-Cap ETF
IJR
$110B
$951K 0.14%
7,913
+321
+4% +$38.4K
VYM icon
102
Vanguard High Dividend Yield ETF
VYM
$80B
$907K 0.14%
6,321
+4
+0.1% +$569
FV icon
103
First Trust Dorsey Wright Focus 5 ETF
FV
$3.62B
$873K 0.13%
13,873
+40
+0.3% +$2.48K
WTAI icon
104
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$571M
$871K 0.13%
29,900
+368
+1% +$11K
AOA icon
105
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.17B
$858K 0.13%
9,584
-229
-2% -$20.4K
SMH icon
106
VanEck Semiconductor ETF
SMH
$67.5B
$857K 0.13%
2,378
-18
-0.8% -$6.32K
FBND icon
107
Fidelity Total Bond ETF
FBND
$26.9B
$815K 0.12%
17,697
+71
+0.4% +$3.29K
HGRO
108
Hedgeye Quality Growth ETF
HGRO
$126M
$811K 0.12%
28,574
+18,744
+191% +$526K
SHAG icon
109
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$42.6M
$800K 0.12%
16,662
-19
-0.1% -$914
HECA
110
Hedgeye Capital Allocation ETF
HECA
$306M
$800K 0.12%
+28,941
New +$816K
F icon
111
Ford
F
$56.7B
$783K 0.12%
59,663
+79
+0.1% +$1.02K
FTHY
112
First Trust High Yield Opportunities 2027 Term Fund
FTHY
$500M
$779K 0.12%
55,360
-7,597
-12% -$107K
PEP icon
113
PepsiCo
PEP
$187B
$779K 0.12%
5,426
-287
-5% -$42.2K
COWZ icon
114
Pacer US Cash Cows 100 ETF
COWZ
$18.3B
$778K 0.12%
12,934
-1,432
-10% -$84.2K
IBIT icon
115
iShares Bitcoin Trust
IBIT
$47B
$765K 0.12%
15,403
-476
-3% -$27K
PCAR icon
116
PACCAR
PCAR
$66.4B
$762K 0.12%
6,956
-180
-3% -$18.4K
MCD icon
117
McDonald's
MCD
$190B
$760K 0.12%
2,487
-96
-4% -$29.4K
CAT icon
118
Caterpillar
CAT
$405B
$751K 0.11%
1,310
-139
-10% -$77.3K
BAC icon
119
PUT
Bank of America
BAC
$430B
$748K 0.11%
13,600
– –
VTI icon
120
Vanguard Total Stock Market ETF
VTI
$658B
$741K 0.11%
2,210
-17
-0.8% -$5.66K
C icon
121
Citigroup
C
$217B
$735K 0.11%
6,296
+136
+2% +$14.1K
V icon
122
Visa
V
$682B
$734K 0.11%
2,093
+19
+0.9% +$6.47K
XLY icon
123
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.3B
$725K 0.11%
6,071
-107
-2% -$12.7K
SPLB icon
124
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.17B
$711K 0.11%
31,487
-1,805
-5% -$41.5K
MU icon
125
Micron Technology
MU
$959B
$709K 0.11%
2,485
+547
+28% +$126K
3 4
5
6 7

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VWS
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CAM
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DSC
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DA
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VU
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OC
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Insight Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Insight Advisors held 306 positions worth $661M, up 0.94% from $655M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Insight Advisors's Q4 2025 filing shows 17 new, 107 increased, 135 reduced and 23 closed positions. Its largest new stake was Arin Tactical Tail Risk ETF: 945,841 shares worth $85.6M. The largest sale was Alpha Architect Tail Risk ETF, an estimated $89.4M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 13% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Insight Advisors's largest Q4 2025 buy was Arin Tactical Tail Risk ETF: 945,841 shares worth $85.6M.
  • Insight Advisors added most to State Street SPDR Portfolio S&P 500 ETF in Q4 2025, an estimated $838K increase.
  • Insight Advisors's biggest Q4 2025 reduction was Alpha Architect Tail Risk ETF, cutting an estimated $89.4M.
  • Insight Advisors fully exited WisdomTree Japan Hedged Equity Fund in Q4 2025, selling an estimated $4.39M.
  • Insight Advisors's ten largest holdings make up 50% of its $661M portfolio in Q4 2025.
  • Insight Advisors opened 17 new positions and closed 23 in Q4 2025.
  • Insight Advisors's portfolio value rose 0.94% quarter-over-quarter to $661M.

Based on Insight Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.