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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
-2.4%
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
BIZD icon
176
VanEck BDC Income ETF
BIZD
$1.58B
$410K 0.07%
24,482
+12,241
+100% +$209K
AMGN icon
177
PUT
Amgen
AMGN
$203B
$405K 0.07%
1,300
– –
ARKF icon
178
ARK Blockchain & Fintech Innovation ETF
ARKF
$718M
$405K 0.07%
12,175
-4,405
-27% -$170K
FINX icon
179
Global X FinTech ETF
FINX
$168M
$397K 0.07%
14,387
-4,362
-23% -$135K
TJX icon
180
TJX Companies
TJX
$170B
$395K 0.07%
3,239
+75
+2% +$9.1K
MUB icon
181
iShares National Muni Bond ETF
MUB
$45.1B
$389K 0.07%
3,687
– –
PINK icon
182
Simplify Health Care ETF
PINK
$375M
$388K 0.07%
13,222
+501
+4% +$15K
COR icon
183
Cencora
COR
$60.3B
$380K 0.07%
1,367
-4
-0.3% -$1K
BND icon
184
Vanguard Total Bond Market
BND
$157B
$379K 0.07%
5,155
-996
-16% -$72.3K
HSY icon
185
Hershey
HSY
$35.4B
$378K 0.07%
2,212
+51
+2% +$8.35K
PM icon
186
Philip Morris
PM
$301B
$373K 0.06%
2,352
+40
+2% +$5.67K
SPEM icon
187
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17B
$369K 0.06%
9,375
-27
-0.3% -$1.06K
EXC icon
188
Exelon
EXC
$48.6B
$361K 0.06%
7,834
– –
ITA icon
189
iShares US Aerospace & Defense ETF
ITA
$14.2B
$361K 0.06%
2,354
-49
-2% -$7.48K
EFAX icon
190
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$492M
$349K 0.06%
8,128
+1,579
+24% +$67.1K
EFA icon
191
iShares MSCI EAFE ETF
EFA
$76.4B
$345K 0.06%
4,224
– –
RH icon
192
RH
RH
$3.3B
$340K 0.06%
1,449
– –
BLK icon
193
Blackrock
BLK
$164B
$338K 0.06%
357
-2
-0.6% -$1.96K
NOBL icon
194
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
$338K 0.06%
6,612
-11,894
-64% -$604K
IJK icon
195
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$337K 0.06%
4,053
+3
+0.1% +$270
DPZ icon
196
Domino's
DPZ
$11B
$337K 0.06%
734
+2
+0.3% +$905
NVO
197
Novo Nordisk
NVO
$216B
$335K 0.06%
4,826
-1,999
-29% -$165K
CMG icon
198
Chipotle Mexican Grill
CMG
$40.8B
$335K 0.06%
6,670
– –
ABT icon
199
Abbott
ABT
$180B
$329K 0.06%
2,479
– –
SPAB icon
200
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.78B
$324K 0.06%
12,702
-3,172
-20% -$80K
6 7
8
9 10

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DA
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OC
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SRFM
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ETS
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SLC
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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.