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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
BAC icon
126
PUT
Bank of America
BAC
$424B
$702K 0.11%
13,600
– –
PCAR icon
127
PACCAR
PCAR
$65.4B
$702K 0.11%
7,136
+100
+1% +$9.86K
CAT icon
128
Caterpillar
CAT
$398B
$693K 0.11%
1,449
+1
+0.1% +$427
SCHG icon
129
Schwab US Large-Cap Growth ETF
SCHG
$59.8B
$677K 0.1%
21,205
-2,244
-10% -$68.4K
CRWD icon
130
CrowdStrike
CRWD
$202B
$675K 0.1%
5,508
+212
+4% +$24.1K
XLK icon
131
State Street Technology Select Sector SPDR ETF
XLK
$114B
$667K 0.1%
4,732
+322
+7% +$42.6K
SITE icon
132
SiteOne Landscape Supply
SITE
$4.55B
$656K 0.1%
5,097
– –
ETN icon
133
Eaton
ETN
$156B
$651K 0.1%
1,739
+38
+2% +$13.8K
AMP icon
134
Ameriprise Financial
AMP
$47.3B
$632K 0.1%
1,287
-8
-0.6% -$4.1K
USRT icon
135
iShares Core US REIT ETF
USRT
$4.65B
$626K 0.1%
10,662
-10
-0.1% -$574
C icon
136
Citigroup
C
$216B
$625K 0.1%
6,160
-10
-0.2% -$949
XLG icon
137
Invesco S&P 500 Top 50 ETF
XLG
$10.6B
$616K 0.09%
10,699
+1,039
+11% +$56.8K
LMT icon
138
Lockheed Martin
LMT
$117B
$613K 0.09%
1,226
-95
-7% -$43.1K
RS icon
139
Reliance Steel & Aluminium
RS
$19.6B
$594K 0.09%
2,116
+5
+0.2% +$1.5K
DE icon
140
Deere & Co
DE
$158B
$592K 0.09%
1,293
-1
-0.1% -$493
SLYV icon
141
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.89B
$591K 0.09%
6,664
+180
+3% +$15.3K
PDBC icon
142
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.63B
$585K 0.09%
43,552
+2,274
+6% +$30.2K
QCOM icon
143
Qualcomm
QCOM
$180B
$581K 0.09%
3,490
+2
+0.1% +$317
UBER icon
144
Uber
UBER
$147B
$579K 0.09%
5,914
-24
-0.4% -$2.24K
GNOM icon
145
Global X Genomics & Biotechnology ETF
GNOM
$82.2M
$579K 0.09%
14,913
-6
-0% -$217
DES icon
146
WisdomTree US SmallCap Dividend Fund
DES
$2.19B
$573K 0.09%
17,025
+638
+4% +$21.2K
BUG icon
147
Global X Cybersecurity ETF
BUG
$1.29B
$572K 0.09%
16,264
-97
-0.6% -$3.36K
MDYV icon
148
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.73B
$559K 0.09%
6,707
-191
-3% -$15.7K
GS icon
149
Goldman Sachs
GS
$311B
$552K 0.08%
693
-63
-8% -$46.7K
BAH icon
150
Booz Allen Hamilton
BAH
$7.74B
$547K 0.08%
5,471
+6
+0.1% +$641
4 5
6
7 8

Similar funds

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 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.