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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
+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
CLX icon
176
Clorox
CLX
$11.6B
$407K 0.07%
3,393
-192
-5% -$25.6K
SPEM icon
177
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17B
$402K 0.06%
9,400
+25
+0.3% +$1.01K
TJX icon
178
TJX Companies
TJX
$170B
$401K 0.06%
3,249
+10
+0.3% +$1.27K
KMB icon
179
Kimberly-Clark
KMB
$36.4B
$398K 0.06%
3,088
+10
+0.3% +$1.36K
PINK icon
180
Simplify Health Care ETF
PINK
$375M
$397K 0.06%
13,231
+9
+0.1% +$259
MSTR icon
181
Strategy Inc
MSTR
$33.5B
$392K 0.06%
970
+22
+2% +$8.01K
TSM icon
182
TSMC
TSM
$2.09T
$391K 0.06%
1,725
-35
-2% -$6.48K
MUB icon
183
iShares National Muni Bond ETF
MUB
$45.1B
$385K 0.06%
3,688
+1
+0% +$104
EFAX icon
184
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$492M
$385K 0.06%
8,127
-1
-0% -$45
FXH icon
185
First Trust Health Care AlphaDEX Fund
FXH
$1.02B
$381K 0.06%
3,679
-523
-12% -$52.5K
BND icon
186
Vanguard Total Bond Market
BND
$157B
$380K 0.06%
5,158
+3
+0.1% +$218
BLK icon
187
Blackrock
BLK
$164B
$375K 0.06%
357
– –
EFA icon
188
iShares MSCI EAFE ETF
EFA
$76.4B
$373K 0.06%
4,173
-51
-1% -$4.35K
IHDG icon
189
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.19B
$371K 0.06%
8,234
-124,867
-94% -$5.47M
HSY icon
190
Hershey
HSY
$35.4B
$367K 0.06%
2,213
+1
+0% +$165
AMGN icon
191
PUT
Amgen
AMGN
$203B
$363K 0.06%
1,300
– –
CSCO icon
192
Cisco
CSCO
$450B
$360K 0.06%
5,182
+14
+0.3% +$860
UVSP icon
193
Univest Financial
UVSP
$1.23B
$353K 0.06%
11,750
-11,750
-50% -$342K
RTX icon
194
PUT
RTX Corp
RTX
$287B
$350K 0.06%
2,400
– –
EXC icon
195
Exelon
EXC
$48.6B
$340K 0.05%
7,834
– –
IJK icon
196
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$338K 0.05%
3,720
-333
-8% -$28.5K
NKE icon
197
Nike
NKE
$61.9B
$338K 0.05%
4,753
-257
-5% -$15.4K
VWO icon
198
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$336K 0.05%
6,800
-44
-0.6% -$2.04K
ABT icon
199
Abbott
ABT
$180B
$331K 0.05%
2,433
-46
-2% -$6.07K
DIS icon
200
Walt Disney
DIS
$165B
$328K 0.05%
2,647
-115
-4% -$11.9K
6 7
8
9 10

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DSC
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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 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.