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
+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
DES icon
151
WisdomTree US SmallCap Dividend Fund
DES
$2.2B
$520K 0.08%
16,387
-647
-4% -$19.9K
VEA icon
152
Vanguard FTSE Developed Markets ETF
VEA
$225B
$518K 0.08%
9,092
+15
+0.2% +$803
SLYV icon
153
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.91B
$517K 0.08%
6,484
-64
-1% -$4.86K
CWEN icon
154
Clearway Energy Class C
CWEN
$5.21B
$512K 0.08%
15,994
+48
+0.3% +$1.43K
XLG icon
155
Invesco S&P 500 Top 50 ETF
XLG
$10.6B
$503K 0.08%
9,660
+612
+7% +$29.1K
GNOM icon
156
Global X Genomics & Biotechnology ETF
GNOM
$83.3M
$503K 0.08%
14,919
+4,830
+48% +$153K
CLOU icon
157
Global X Cloud Computing ETF
CLOU
$238M
$502K 0.08%
21,536
-2,636
-11% -$57.8K
IWD icon
158
iShares Russell 1000 Value ETF
IWD
$81.7B
$484K 0.08%
2,490
+5
+0.2% +$926
LGLV icon
159
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.18B
$479K 0.08%
2,740
-219
-7% -$37.5K
SPMO icon
160
Invesco S&P 500 Momentum ETF
SPMO
$20.9B
$478K 0.08%
4,254
-751
-15% -$75K
GD icon
161
General Dynamics
GD
$101B
$470K 0.08%
1,613
-78
-5% -$21.5K
CL icon
162
Colgate-Palmolive
CL
$73.1B
$470K 0.08%
5,170
-119
-2% -$10.9K
FSK icon
163
FS KKR Capital
FSK
$3.02B
$460K 0.07%
22,148
+950
+4% +$19.4K
MA icon
164
Mastercard
MA
$482B
$455K 0.07%
809
– –
ABBV icon
165
AbbVie
ABBV
$448B
$453K 0.07%
2,443
-9
-0.4% -$1.67K
ONEY icon
166
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$737M
$452K 0.07%
4,178
-253
-6% -$26.7K
FTHI icon
167
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.37B
$451K 0.07%
19,716
+170
+0.9% +$3.71K
ENVX icon
168
Enovix
ENVX
$1B
$446K 0.07%
49,325
– –
ITA icon
169
iShares US Aerospace & Defense ETF
ITA
$13.6B
$444K 0.07%
2,356
+2
+0.1% +$332
ED icon
170
Consolidated Edison
ED
$41B
$442K 0.07%
4,400
– –
PM icon
171
Philip Morris
PM
$300B
$441K 0.07%
2,419
+67
+3% +$11.5K
VB icon
172
Vanguard Small-Cap ETF
VB
$79.6B
$437K 0.07%
1,844
-29
-2% -$6.47K
CALF icon
173
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.6B
$434K 0.07%
10,910
-61,571
-85% -$2.31M
EMB icon
174
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$418K 0.07%
4,512
-141
-3% -$12.7K
ACN icon
175
Accenture
ACN
$88.8B
$417K 0.07%
1,395
-7
-0.5% -$2.13K
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 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.