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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
IHDG icon
176
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.19B
$412K 0.06%
8,463
+88
+1% +$4.17K
EFA icon
177
iShares MSCI EAFE ETF
EFA
$76.4B
$407K 0.06%
4,235
+65
+2% +$6.17K
SPEM icon
178
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17B
$405K 0.06%
8,645
-86
-1% -$4.05K
XLI icon
179
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
$402K 0.06%
2,594
+1,142
+79% +$176K
HSY icon
180
Hershey
HSY
$35.4B
$400K 0.06%
2,195
-49
-2% -$8.96K
CL icon
181
Colgate-Palmolive
CL
$72.6B
$399K 0.06%
5,049
+17
+0.3% +$1.33K
AKRE
182
Akre Focus ETF
AKRE
$5.14B
$398K 0.06%
+6,078
New +$393K
CSCO icon
183
Cisco
CSCO
$450B
$392K 0.06%
5,091
+27
+0.5% +$2K
PM icon
184
Philip Morris
PM
$301B
$390K 0.06%
2,433
-40
-2% -$6.2K
NKE icon
185
Nike
NKE
$61.9B
$386K 0.06%
6,064
-24
-0.4% -$1.56K
UVSP icon
186
Univest Financial
UVSP
$1.23B
$385K 0.06%
11,750
– –
BLK icon
187
Blackrock
BLK
$164B
$381K 0.06%
356
– –
ALB icon
188
Albemarle
ALB
$13.5B
$381K 0.06%
+2,691
New +$305K
EFAX icon
189
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$492M
$376K 0.06%
7,456
-251
-3% -$12.5K
FSK icon
190
FS KKR Capital
FSK
$2.98B
$366K 0.06%
24,736
+1,937
+8% +$29.4K
BND icon
191
Vanguard Total Bond Market
BND
$157B
$355K 0.05%
4,797
-138
-3% -$10.3K
ACN icon
192
Accenture
ACN
$89.9B
$353K 0.05%
1,314
-27
-2% -$6.86K
APH icon
193
Amphenol
APH
$188B
$351K 0.05%
2,597
+122
+5% +$16.3K
IJK icon
194
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$349K 0.05%
3,600
-120
-3% -$11.6K
DTD icon
195
WisdomTree US Total Dividend Fund
DTD
$1.65B
$346K 0.05%
+4,081
New +$344K
EXC icon
196
Exelon
EXC
$48.6B
$342K 0.05%
7,844
+10
+0.1% +$456
VYMI icon
197
Vanguard International High Dividend Yield ETF
VYMI
$20.2B
$339K 0.05%
3,768
+7
+0.2% +$608
GRID
198
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.4B
$338K 0.05%
2,207
-97
-4% -$14.9K
VHT icon
199
Vanguard Health Care ETF
VHT
$18.2B
$336K 0.05%
1,168
+4
+0.3% +$1.12K
VGK icon
200
Vanguard FTSE Europe ETF
VGK
$30B
$335K 0.05%
4,001
– –
6 7
8
9 10

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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.