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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
VGK icon
201
Vanguard FTSE Europe ETF
VGK
$30B
$319K 0.05%
4,001
+917
+30% +$71.8K
VYMI icon
202
Vanguard International High Dividend Yield ETF
VYMI
$20.2B
$318K 0.05%
3,761
– –
ECL icon
203
Ecolab
ECL
$75.6B
$318K 0.05%
1,161
-10
-0.9% -$2.72K
ELD icon
204
WisdomTree Emerging Markets Local Debt Fund
ELD
$140M
$316K 0.05%
11,009
+59
+0.5% +$1.67K
SPAB icon
205
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.78B
$314K 0.05%
12,162
+997
+9% +$25.5K
MSTR icon
206
Strategy Inc
MSTR
$33.5B
$313K 0.05%
970
– –
ABT icon
207
Abbott
ABT
$180B
$312K 0.05%
2,326
-107
-4% -$14K
APH icon
208
Amphenol
APH
$188B
$306K 0.05%
2,475
+25
+1% +$2.74K
VHT icon
209
Vanguard Health Care ETF
VHT
$18.2B
$303K 0.05%
1,164
-8
-0.7% -$2.01K
IEFA icon
210
iShares Core MSCI EAFE ETF
IEFA
$186B
$303K 0.05%
3,466
-1
-0% -$85
USFR icon
211
WisdomTree Floating Rate Treasury Fund
USFR
$18.1B
$300K 0.05%
5,963
-73
-1% -$3.68K
DVY icon
212
iShares Select Dividend ETF
DVY
$24B
$299K 0.05%
2,103
+6
+0.3% +$831
ORLY icon
213
O'Reilly Automotive
ORLY
$72.4B
$299K 0.05%
2,770
– –
GPN icon
214
Global Payments
GPN
$22.1B
$299K 0.05%
3,594
+614
+21% +$51.7K
DIS icon
215
Walt Disney
DIS
$165B
$299K 0.05%
2,607
-40
-2% -$4.71K
SO icon
216
Southern Company
SO
$110B
$297K 0.05%
3,137
-110
-3% -$10.3K
DLN icon
217
WisdomTree US LargeCap Dividend Fund
DLN
$6.24B
$296K 0.05%
3,406
-47
-1% -$3.98K
HON icon
218
Honeywell
HON
$77.1B
$296K 0.05%
1,492
+2
+0.1% +$418
IWP icon
219
iShares Russell Mid-Cap Growth ETF
IWP
$20B
$295K 0.05%
2,069
-1
-0% -$141
DPZ icon
220
Domino's
DPZ
$11B
$295K 0.05%
682
+1
+0.1% +$454
GSY icon
221
Invesco Ultra Short Duration ETF
GSY
$3.82B
$294K 0.04%
5,851
– –
USAI icon
222
Pacer American Energy Infrastructure ETF
USAI
$119M
$293K 0.04%
7,349
+29
+0.4% +$1.15K
ETHA
223
iShares Ethereum Trust ETF
ETHA
$5.25B
$291K 0.04%
+9,247
New +$274K
UNH icon
224
UnitedHealth
UNH
$382B
$291K 0.04%
841
-88
-9% -$26.6K
CVX icon
225
Chevron
CVX
$388B
$290K 0.04%
1,863
+126
+7% +$19.5K
7 8
9
10 11

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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
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
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.