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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
+2.28%
1 Year Est. Return
+15.94%
3 Year Est. Return
+51.71%
5 Year Est. Return
+54.13%
10 Year Est. Return
–
AUM
$661M
AUM Growth
+$6.17M
Cap. Flow
-$4.79M
Cap. Flow %
-0.73%
Top 10 Hldgs %
49.81%
Holding
306
New
17
Increased
107
Reduced
135
Closed
23

Top Buys

Rank Stock Value
1
ATTR
Arin Tactical Tail Risk ETF
ATTR
+$85.4M
2
DDWM icon
WisdomTree Dynamic International Equity Fund
DDWM
+$7.89M
3
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$838K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$829K
5
LQTI
FT Vest Investment Grade & Target Income ETF
LQTI
+$821K

Top Sells

Rank Stock Value
1
CAOS icon
Alpha Architect Tail Risk ETF
CAOS
+$89.4M
2
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$4.39M
3
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$3.86M
4
NVDA icon
NVIDIA
NVDA
+$866K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$825K

Sector Composition

Rank Sector Weight
1 Technology 12.67%
2 Financials 3.21%
3 Consumer Discretionary 2.76%
4 Communication Services 2.75%
5 Consumer Staples 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLE icon
151
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
$557K 0.08%
12,464
-5,816
-32% -$259K
GD icon
152
General Dynamics
GD
$105B
$535K 0.08%
1,590
-4
-0.3% -$1.36K
IWD icon
153
iShares Russell 1000 Value ETF
IWD
$82B
$526K 0.08%
2,499
+9
+0.4% +$1.86K
TSM icon
154
TSMC
TSM
$2.09T
$526K 0.08%
1,730
-16
-0.9% -$4.7K
ABBV icon
155
AbbVie
ABBV
$458B
$524K 0.08%
2,294
-64
-3% -$14.6K
CWEN icon
156
Clearway Energy Class C
CWEN
$5B
$516K 0.08%
15,501
-549
-3% -$18.3K
BUG icon
157
Global X Cybersecurity ETF
BUG
$1.2B
$505K 0.08%
16,577
+313
+2% +$10.3K
TJX icon
158
TJX Companies
TJX
$170B
$499K 0.08%
3,246
+13
+0.4% +$1.92K
CLOU icon
159
Global X Cloud Computing ETF
CLOU
$224M
$498K 0.08%
+22,019
New +$510K
LGLV icon
160
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.19B
$494K 0.07%
2,812
+15
+0.5% +$2.63K
SPMO icon
161
Invesco S&P 500 Momentum ETF
SPMO
$21.1B
$491K 0.07%
4,118
-85
-2% -$10.2K
ONEY icon
162
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$742M
$488K 0.07%
4,296
+50
+1% +$5.65K
MA icon
163
Mastercard
MA
$477B
$477K 0.07%
835
+18
+2% +$10.1K
FTHI icon
164
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.36B
$474K 0.07%
20,070
+181
+0.9% +$4.28K
ITA icon
165
iShares US Aerospace & Defense ETF
ITA
$14.2B
$467K 0.07%
2,176
-183
-8% -$38.3K
VB icon
166
Vanguard Small-Cap ETF
VB
$79.5B
$467K 0.07%
1,809
+11
+0.6% +$2.82K
BAH icon
167
Booz Allen Hamilton
BAH
$8.7B
$458K 0.07%
5,431
-40
-0.7% -$3.58K
UBER icon
168
Uber
UBER
$134B
$457K 0.07%
5,596
-318
-5% -$28.6K
XLV icon
169
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$441K 0.07%
2,852
-117
-4% -$17.5K
ED icon
170
Consolidated Edison
ED
$41.6B
$438K 0.07%
4,405
+5
+0.1% +$496
PYPL icon
171
PayPal
PYPL
$49.5B
$431K 0.07%
7,388
-154
-2% -$10K
EMB icon
172
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$428K 0.06%
4,445
-119
-3% -$11.4K
FXH icon
173
First Trust Health Care AlphaDEX Fund
FXH
$1.02B
$422K 0.06%
3,705
-84
-2% -$9.52K
WDEF
174
WisdomTree Europe Defense Fund
WDEF
$93.1M
$422K 0.06%
+14,537
New +$435K
MUB icon
175
iShares National Muni Bond ETF
MUB
$45.1B
$415K 0.06%
3,876
-63
-2% -$6.75K
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 Q4 2025 Portfolio in Review

As of Q4 2025, Insight Advisors held 306 positions worth $661M, up 0.94% from $655M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Insight Advisors's Q4 2025 filing shows 17 new, 107 increased, 135 reduced and 23 closed positions. Its largest new stake was Arin Tactical Tail Risk ETF: 945,841 shares worth $85.6M. The largest sale was Alpha Architect Tail Risk ETF, an estimated $89.4M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 13% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Insight Advisors's largest Q4 2025 buy was Arin Tactical Tail Risk ETF: 945,841 shares worth $85.6M.
  • Insight Advisors added most to State Street SPDR Portfolio S&P 500 ETF in Q4 2025, an estimated $838K increase.
  • Insight Advisors's biggest Q4 2025 reduction was Alpha Architect Tail Risk ETF, cutting an estimated $89.4M.
  • Insight Advisors fully exited WisdomTree Japan Hedged Equity Fund in Q4 2025, selling an estimated $4.39M.
  • Insight Advisors's ten largest holdings make up 50% of its $661M portfolio in Q4 2025.
  • Insight Advisors opened 17 new positions and closed 23 in Q4 2025.
  • Insight Advisors's portfolio value rose 0.94% quarter-over-quarter to $661M.

Based on Insight Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.