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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
BUG icon
126
Global X Cybersecurity ETF
BUG
$1.29B
$608K 0.11%
18,797
-7,933
-30% -$268K
DE icon
127
Deere & Co
DE
$158B
$607K 0.11%
1,294
-123
-9% -$57.5K
AMGN icon
128
Amgen
AMGN
$197B
$606K 0.11%
1,945
-18
-0.9% -$5.32K
RS icon
129
Reliance Steel & Aluminium
RS
$19.6B
$606K 0.11%
2,098
– –
PDBC icon
130
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.63B
$591K 0.1%
43,386
+1,140
+3% +$15.3K
BAH icon
131
Booz Allen Hamilton
BAH
$7.74B
$569K 0.1%
5,437
+16
+0.3% +$1.93K
IWM icon
132
iShares Russell 2000 ETF
IWM
$81.2B
$568K 0.1%
2,845
-179
-6% -$38.8K
BAC icon
133
PUT
Bank of America
BAC
$424B
$568K 0.1%
13,600
– –
VTI icon
134
Vanguard Total Stock Market ETF
VTI
$657B
$561K 0.1%
2,039
-18
-0.9% -$5.23K
MDYV icon
135
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.73B
$549K 0.1%
7,120
+574
+9% +$46.2K
DES icon
136
WisdomTree US SmallCap Dividend Fund
DES
$2.19B
$544K 0.09%
17,034
-4,194
-20% -$141K
SLV icon
137
iShares Silver Trust
SLV
$27.2B
$542K 0.09%
17,503
+50
+0.3% +$1.45K
CLX icon
138
Clorox
CLX
$11.6B
$528K 0.09%
3,585
-212
-6% -$32.4K
QCOM icon
139
Qualcomm
QCOM
$180B
$526K 0.09%
3,425
+24
+0.7% +$3.91K
WTAI icon
140
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$595M
$519K 0.09%
27,296
+2,312
+9% +$51K
LGLV icon
141
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.18B
$515K 0.09%
2,959
-895
-23% -$153K
ABBV icon
142
AbbVie
ABBV
$448B
$514K 0.09%
2,452
+27
+1% +$5.25K
SLYV icon
143
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.89B
$513K 0.09%
6,548
+568
+9% +$48.2K
CLOU icon
144
Global X Cloud Computing ETF
CLOU
$236M
$507K 0.09%
24,172
-4,520
-16% -$108K
IVE icon
145
iShares S&P 500 Value ETF
IVE
$48.6B
$507K 0.09%
2,660
-1
-0% -$194
UNH icon
146
UnitedHealth
UNH
$383B
$506K 0.09%
966
-185
-16% -$94.6K
SMH icon
147
VanEck Semiconductor ETF
SMH
$67.3B
$496K 0.09%
2,344
– –
CL icon
148
Colgate-Palmolive
CL
$73.6B
$496K 0.09%
5,289
+2
+0% +$179
PYPL icon
149
PayPal
PYPL
$50.1B
$495K 0.09%
7,581
+7
+0.1% +$545
VIGI icon
150
Vanguard International Dividend Appreciation ETF
VIGI
$8.8B
$494K 0.09%
5,962
+149
+3% +$12.4K
4 5
6
7 8

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FWM
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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
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OC
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VP
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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.