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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
ABBV icon
151
AbbVie
ABBV
$458B
$546K 0.08%
2,358
-85
-3% -$17.3K
AMGN icon
152
Amgen
AMGN
$203B
$544K 0.08%
1,926
-20
-1% -$5.8K
GD icon
153
General Dynamics
GD
$105B
$544K 0.08%
1,594
-19
-1% -$5.99K
VEA icon
154
Vanguard FTSE Developed Markets ETF
VEA
$226B
$541K 0.08%
9,021
-71
-0.8% -$4.14K
SPMO icon
155
Invesco S&P 500 Momentum ETF
SPMO
$21.1B
$509K 0.08%
4,203
-51
-1% -$5.94K
IWD icon
156
iShares Russell 1000 Value ETF
IWD
$82B
$508K 0.08%
2,490
– –
PYPL icon
157
PayPal
PYPL
$49.5B
$506K 0.08%
7,542
-24
-0.3% -$1.69K
LGLV icon
158
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.19B
$498K 0.08%
2,797
+57
+2% +$10K
CLOU icon
159
PUT
Global X Cloud Computing ETF
CLOU
$224M
$498K 0.08%
+21,408
New +$490K
ITA icon
160
iShares US Aerospace & Defense ETF
ITA
$14.2B
$494K 0.08%
2,359
+3
+0.1% +$591
TSM icon
161
TSMC
TSM
$2.09T
$488K 0.07%
1,746
+21
+1% +$5.13K
ONEY icon
162
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$742M
$480K 0.07%
4,246
+68
+2% +$7.65K
FTHI icon
163
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.36B
$472K 0.07%
19,889
+173
+0.9% +$4.02K
TJX icon
164
TJX Companies
TJX
$170B
$467K 0.07%
3,233
-16
-0.5% -$2.13K
MA icon
165
Mastercard
MA
$477B
$465K 0.07%
817
+8
+1% +$4.59K
VB icon
166
Vanguard Small-Cap ETF
VB
$79.5B
$459K 0.07%
1,798
-46
-2% -$11.4K
CWEN icon
167
Clearway Energy Class C
CWEN
$5B
$453K 0.07%
16,050
+56
+0.4% +$1.7K
ED icon
168
Consolidated Edison
ED
$41.6B
$442K 0.07%
4,400
– –
EMB icon
169
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$434K 0.07%
4,564
+52
+1% +$4.87K
NKE icon
170
Nike
NKE
$61.9B
$425K 0.06%
6,088
+1,335
+28% +$99.5K
HSY icon
171
Hershey
HSY
$35.4B
$420K 0.06%
2,244
+31
+1% +$5.63K
MUB icon
172
iShares National Muni Bond ETF
MUB
$45.1B
$420K 0.06%
3,939
+251
+7% +$26.3K
CLX icon
173
Clorox
CLX
$11.6B
$419K 0.06%
3,399
+6
+0.2% +$745
ENVX icon
174
Enovix
ENVX
$862M
$419K 0.06%
42,003
-7,322
-15% -$81K
FXH icon
175
First Trust Health Care AlphaDEX Fund
FXH
$1.02B
$416K 0.06%
3,789
+110
+3% +$11.5K
5 6
7
8 9

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FWM
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DSC
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DA
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OC
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SRFM
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CM
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ETS
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SLC
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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.