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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
BLK icon
176
Blackrock
BLK
$164B
$415K 0.06%
356
-1
-0.3% -$1.12K
XLV icon
177
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$414K 0.06%
2,969
-1,478
-33% -$200K
SPEM icon
178
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17B
$409K 0.06%
8,731
-669
-7% -$29.7K
CL icon
179
Colgate-Palmolive
CL
$72.6B
$402K 0.06%
5,032
-138
-3% -$11.8K
PM icon
180
Philip Morris
PM
$301B
$401K 0.06%
2,473
+54
+2% +$9.09K
CALF icon
181
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.59B
$399K 0.06%
9,109
-1,801
-17% -$75.9K
EFA icon
182
iShares MSCI EAFE ETF
EFA
$76.4B
$390K 0.06%
4,170
-3
-0.1% -$273
IHDG icon
183
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.19B
$386K 0.06%
8,375
+141
+2% +$6.39K
KMB icon
184
Kimberly-Clark
KMB
$36.4B
$384K 0.06%
3,087
-1
-0% -$129
RH icon
185
RH
RH
$3.3B
$383K 0.06%
1,884
+435
+30% +$94.5K
EFAX icon
186
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$492M
$380K 0.06%
7,707
-420
-5% -$20.2K
BND icon
187
Vanguard Total Bond Market
BND
$157B
$367K 0.06%
4,935
-223
-4% -$16.4K
AMGN icon
188
PUT
Amgen
AMGN
$203B
$367K 0.06%
1,300
– –
NVO
189
Novo Nordisk
NVO
$216B
$358K 0.05%
6,452
+1,873
+41% +$110K
IJK icon
190
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$357K 0.05%
3,720
– –
UVSP icon
191
Univest Financial
UVSP
$1.23B
$353K 0.05%
11,750
– –
EXC icon
192
Exelon
EXC
$48.6B
$353K 0.05%
7,834
– –
GRID
193
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.4B
$348K 0.05%
+2,304
New +$331K
CSCO icon
194
Cisco
CSCO
$450B
$347K 0.05%
5,064
-118
-2% -$8.04K
FSK icon
195
FS KKR Capital
FSK
$2.98B
$340K 0.05%
22,799
+651
+3% +$12.3K
AGNG icon
196
Global X Aging Population ETF
AGNG
$86.7M
$335K 0.05%
10,012
– –
FDN icon
197
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.86B
$333K 0.05%
1,189
+2
+0.2% +$548
ACN icon
198
Accenture
ACN
$89.9B
$331K 0.05%
1,341
-54
-4% -$14.1K
MU icon
199
Micron Technology
MU
$1.04T
$324K 0.05%
1,938
-470
-20% -$60.1K
DLS icon
200
WisdomTree International SmallCap Dividend Fund
DLS
$1.04B
$324K 0.05%
4,070
-60
-1% -$4.67K
6 7
8
9 10

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FWM
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DSC
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DA
Drake & Associates Waukesha, Wisconsin $525M AUM 14.04% 1-Year Est. Return
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.