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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

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

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

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
CAOS icon
1
Alpha Architect Tail Risk ETF
CAOS
$712M
$172M 26.24%
1,918,587
-38,426
-2% -$3.43M
BOXX icon
2
Alpha Architect 1-3 Month Box ETF
BOXX
$12.7B
$36.1M 5.51%
316,722
-10,664
-3% -$1.21M
NVDA icon
3
NVIDIA
NVDA
$4.91T
$24.8M 3.79%
133,078
-1,401
-1% -$244K
SPY icon
4
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$22.6M 3.46%
33,959
+613
+2% +$393K
AAPL icon
5
Apple
AAPL
$4.9T
$21.3M 3.25%
83,485
-3,249
-4% -$734K
QGRW icon
6
WisdomTree US Quality Growth Fund
QGRW
$2.62B
$15.8M 2.41%
275,472
-80
-0% -$4.38K
DGRW icon
7
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$15.8M 2.41%
177,183
+1,260
+0.7% +$109K
AVGO icon
8
Broadcom
AVGO
$1.76T
$11.5M 1.75%
34,766
-76
-0.2% -$23.3K
AMZN icon
9
Amazon
AMZN
$2.66T
$10.3M 1.58%
47,082
+4
+0% +$905
MSFT icon
10
Microsoft
MSFT
$2.93T
$9.21M 1.41%
17,754
-44
-0.2% -$22.4K
AGGY icon
11
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$959M
$8.81M 1.35%
198,987
+869
+0.4% +$38K
WTV icon
12
WisdomTree US Value Fund
WTV
$3.1B
$7.59M 1.16%
83,381
+345
+0.4% +$30.7K
QQQ icon
13
Invesco QQQ Trust
QQQ
$466B
$7.24M 1.11%
12,042
-99
-0.8% -$56.7K
VUG icon
14
Vanguard Growth ETF
VUG
$221B
$6.88M 1.05%
86,076
-336
-0.4% -$25.7K
JMST icon
15
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.02B
$6.87M 1.05%
134,620
+1,777
+1% +$90.6K
VOO icon
16
Vanguard S&P 500 ETF
VOO
$974B
$6.58M 1.01%
10,740
-121
-1% -$71.3K
SPDW icon
17
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.6B
$6.39M 0.98%
149,428
-7
-0% -$290
GOOGL icon
18
Alphabet (Google) Class A
GOOGL
$4.23T
$6.29M 0.96%
25,844
+56
+0.2% +$11.7K
SCHD icon
19
Schwab US Dividend Equity ETF
SCHD
$100B
$5.79M 0.88%
212,147
+2,352
+1% +$64.2K
IVV icon
20
iShares Core S&P 500 ETF
IVV
$881B
$4.88M 0.75%
7,284
-24
-0.3% -$15.5K
JPST icon
21
JPMorgan Ultra-Short Income ETF
JPST
$39.8B
$4.75M 0.73%
93,578
-2,804
-3% -$142K
GOOG icon
22
Alphabet (Google) Class C
GOOG
$4.22T
$4.6M 0.7%
18,886
-87
-0.5% -$18.3K
DXJ icon
23
WisdomTree Japan Hedged Equity Fund
DXJ
$7.05B
$4.39M 0.67%
34,307
+141
+0.4% +$17.3K
HEDJ icon
24
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.82B
$4.35M 0.66%
86,321
+684
+0.8% +$33.8K
MTGP icon
25
WisdomTree Mortgage Plus Bond Fund
MTGP
$66M
$4.29M 0.66%
96,284
+415
+0.4% +$18.3K
1
2 3 4 5

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VWS
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CAM
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DSC
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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.