We are live on ! Find out more
IA

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
ED icon
151
Consolidated Edison
ED
$40.9B
$487K 0.08%
4,400
– –
XLK icon
152
State Street Technology Select Sector SPDR ETF
XLK
$114B
$487K 0.08%
4,712
-106
-2% -$12K
ONEY icon
153
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$735M
$484K 0.08%
4,431
-1,363
-24% -$151K
CWEN icon
154
Clearway Energy Class C
CWEN
$5.19B
$483K 0.08%
15,946
-474
-3% -$12.9K
CAT icon
155
Caterpillar
CAT
$398B
$477K 0.08%
1,446
+36
+3% +$12.8K
C icon
156
Citigroup
C
$216B
$473K 0.08%
6,670
+345
+5% +$26.3K
IWD icon
157
iShares Russell 1000 Value ETF
IWD
$81.5B
$468K 0.08%
2,485
-48
-2% -$9.14K
SPMO icon
158
Invesco S&P 500 Momentum ETF
SPMO
$20.8B
$463K 0.08%
5,005
-1,495
-23% -$146K
ETN icon
159
Eaton
ETN
$156B
$463K 0.08%
1,703
+9
+0.5% +$2.8K
VEA icon
160
Vanguard FTSE Developed Markets ETF
VEA
$224B
$461K 0.08%
9,077
-586
-6% -$29.7K
GD icon
161
General Dynamics
GD
$100B
$461K 0.08%
1,691
– –
CRWD icon
162
CrowdStrike
CRWD
$202B
$454K 0.08%
5,156
+32
+0.6% +$3.05K
FSK icon
163
FS KKR Capital
FSK
$3.04B
$444K 0.08%
21,198
– –
MA icon
164
Mastercard
MA
$484B
$444K 0.08%
809
+14
+2% +$7.62K
KMB icon
165
Kimberly-Clark
KMB
$36B
$438K 0.08%
3,078
+210
+7% +$28.3K
ACN icon
166
Accenture
ACN
$88.6B
$438K 0.08%
1,402
-33
-2% -$11.7K
FXH icon
167
First Trust Health Care AlphaDEX Fund
FXH
$1B
$435K 0.08%
4,202
+4
+0.1% +$428
FTHI icon
168
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.37B
$427K 0.07%
19,546
+229
+1% +$5.27K
UBER icon
169
Uber
UBER
$147B
$426K 0.07%
5,853
+1,301
+29% +$93.7K
EPS icon
170
WisdomTree US LargeCap Fund
EPS
$1.58B
$424K 0.07%
7,157
-9,095
-56% -$563K
DLS icon
171
WisdomTree International SmallCap Dividend Fund
DLS
$1.03B
$423K 0.07%
6,408
-4,225
-40% -$275K
EMB icon
172
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$421K 0.07%
4,653
-392
-8% -$35.5K
XLG icon
173
Invesco S&P 500 Top 50 ETF
XLG
$10.6B
$416K 0.07%
9,048
+1,059
+13% +$52.3K
VB icon
174
Vanguard Small-Cap ETF
VB
$79.2B
$415K 0.07%
1,873
-283
-13% -$67.6K
ORCL icon
175
Oracle
ORCL
$350B
$413K 0.07%
2,955
-115
-4% -$18.7K
5 6
7
8 9

Similar funds

FWM
Fonville Wealth Management Richmond, Virginia $525M AUM 16.61% 1-Year Est. Return
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
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 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.