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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
ORCL icon
126
Oracle
ORCL
$352B
$647K 0.1%
2,960
+5
+0.2% +$807
BAC icon
127
PUT
Bank of America
BAC
$425B
$644K 0.1%
13,600
– –
SMH icon
128
VanEck Semiconductor ETF
SMH
$67.4B
$643K 0.1%
2,305
-39
-2% -$9.04K
HYTI
129
FT Vest High Yield & Target Income ETF
HYTI
$88.7M
$634K 0.1%
+31,620
New +$624K
VTI icon
130
Vanguard Total Stock Market ETF
VTI
$657B
$629K 0.1%
2,068
+29
+1% +$8.16K
SITE icon
131
SiteOne Landscape Supply
SITE
$4.54B
$616K 0.1%
5,097
-5
-0.1% -$591
LMT icon
132
Lockheed Martin
LMT
$117B
$612K 0.1%
1,321
-65
-5% -$30.4K
IWM icon
133
iShares Russell 2000 ETF
IWM
$81.4B
$610K 0.1%
2,828
-17
-0.6% -$3.42K
ETN icon
134
Eaton
ETN
$155B
$607K 0.1%
1,701
-2
-0.1% -$616
BUG icon
135
Global X Cybersecurity ETF
BUG
$1.3B
$607K 0.1%
16,361
-2,436
-13% -$83.5K
USRT icon
136
iShares Core US REIT ETF
USRT
$4.64B
$604K 0.1%
10,672
-423
-4% -$23.7K
XLV icon
137
State Street Health Care Select Sector SPDR ETF
XLV
$41.3B
$599K 0.1%
4,447
-174
-4% -$23.5K
SLV icon
138
iShares Silver Trust
SLV
$27.4B
$574K 0.09%
17,503
– –
BAH icon
139
Booz Allen Hamilton
BAH
$7.81B
$569K 0.09%
5,465
+28
+0.5% +$3.14K
PYPL icon
140
PayPal
PYPL
$50.1B
$562K 0.09%
7,566
-15
-0.2% -$1.03K
CAT icon
141
Caterpillar
CAT
$398B
$562K 0.09%
1,448
+2
+0.1% +$667
XLK icon
142
State Street Technology Select Sector SPDR ETF
XLK
$115B
$558K 0.09%
4,410
-302
-6% -$33.5K
QCOM icon
143
Qualcomm
QCOM
$180B
$556K 0.09%
3,488
+63
+2% +$9.28K
UBER icon
144
Uber
UBER
$147B
$554K 0.09%
5,938
+85
+1% +$7K
MDYV icon
145
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.73B
$548K 0.09%
6,898
-222
-3% -$16.8K
AMGN icon
146
Amgen
AMGN
$196B
$543K 0.09%
1,946
+1
+0.1% +$283
PDBC icon
147
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.63B
$538K 0.09%
41,278
-2,108
-5% -$27.2K
GS icon
148
Goldman Sachs
GS
$312B
$535K 0.09%
756
+219
+41% +$127K
C icon
149
Citigroup
C
$216B
$525K 0.08%
6,170
-500
-7% -$36.1K
LQTI
150
FT Vest Investment Grade & Target Income ETF
LQTI
$289M
$525K 0.08%
+25,819
New +$517K
4 5
6
7 8

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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 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.