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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
CMG icon
201
Chipotle Mexican Grill
CMG
$42.5B
$328K 0.05%
5,844
-826
-12% -$42K
VIGI icon
202
Vanguard International Dividend Appreciation ETF
VIGI
$8.8B
$328K 0.05%
3,639
-2,323
-39% -$201K
HON icon
203
Honeywell
HON
$71.4B
$327K 0.05%
1,490
-39
-3% -$7.89K
ARKK icon
204
ARK Innovation ETF
ARKK
$6.15B
$326K 0.05%
4,635
-595
-11% -$32.8K
FDN icon
205
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.08B
$320K 0.05%
1,187
– –
AGNG icon
206
Global X Aging Population ETF
AGNG
$85.5M
$319K 0.05%
10,012
+745
+8% +$23K
NVO
207
Novo Nordisk
NVO
$220B
$316K 0.05%
4,579
-247
-5% -$16.8K
FTCS icon
208
First Trust Capital Strength ETF
FTCS
$7.8B
$316K 0.05%
3,473
+103
+3% +$9.17K
ECL icon
209
Ecolab
ECL
$75.5B
$316K 0.05%
1,171
– –
DLS icon
210
WisdomTree International SmallCap Dividend Fund
DLS
$1.03B
$310K 0.05%
4,130
-2,278
-36% -$160K
BSV icon
211
Vanguard Short-Term Bond ETF
BSV
$44.7B
$310K 0.05%
3,936
+2
+0.1% +$156
COR icon
212
Cencora
COR
$59.3B
$307K 0.05%
1,025
-342
-25% -$98.5K
DPZ icon
213
Domino's
DPZ
$10.9B
$307K 0.05%
681
-53
-7% -$24.9K
ELD icon
214
WisdomTree Emerging Markets Local Debt Fund
ELD
$142M
$306K 0.05%
10,950
+2
+0% +$54
USFR icon
215
WisdomTree Floating Rate Treasury Fund
USFR
$18.1B
$304K 0.05%
6,036
-12,058
-67% -$607K
VYMI icon
216
Vanguard International High Dividend Yield ETF
VYMI
$19.9B
$301K 0.05%
3,761
-295
-7% -$22.6K
NVDA icon
217
PUT
NVIDIA
NVDA
$4.9T
$300K 0.05%
1,900
-500
-21% -$62.9K
SO icon
218
Southern Company
SO
$107B
$298K 0.05%
3,247
– –
USAI icon
219
Pacer American Energy Infrastructure ETF
USAI
$119M
$298K 0.05%
7,320
+33
+0.5% +$1.29K
MU icon
220
Micron Technology
MU
$970B
$297K 0.05%
+2,408
New +$225K
GSY icon
221
Invesco Ultra Short Duration ETF
GSY
$3.82B
$293K 0.05%
5,851
– –
VHT icon
222
Vanguard Health Care ETF
VHT
$17.9B
$291K 0.05%
1,172
+3
+0.3% +$741
UNH icon
223
UnitedHealth
UNH
$384B
$290K 0.05%
929
-37
-4% -$14.1K
IEFA icon
224
iShares Core MSCI EAFE ETF
IEFA
$184B
$289K 0.05%
3,467
+7
+0.2% +$556
LRCX icon
225
Lam Research
LRCX
$383B
$289K 0.05%
2,969
-996
-25% -$79K
7 8
9
10 11

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CAM
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DSC
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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.