We are live on ! Find out more
IA

Insight Advisors Portfolio holdings

AUM $567M
1-Year Est. Return 25.52%
This Fund
S&P 500
This Quarter Est. Return
+17.23%
1 Year Est. Return
+25.52%
3 Year Est. Return
+66.75%
5 Year Est. Return
+66.79%
10 Year Est. Return
–
AUM
$567M
AUM Growth
+$41.8M
Cap. Flow
-$11.3M
Cap. Flow %
-2%
Top 10 Hldgs %
56.59%
Holding
258
New
15
Increased
75
Reduced
132
Closed
17

Top Buys

Rank Stock Value
1
ATTR
Arin Tactical Tail Risk ETF
ATTR
+$2.31M
2
DOW icon
Dow Inc
DOW
+$1.55M
3
HECA
Hedgeye Capital Allocation ETF
HECA
+$943K
4
MU icon
Micron Technology
MU
+$432K
5
HYTI
FT Vest High Yield & Target Income ETF
HYTI
+$427K

Top Sells

Rank Stock Value
1
CAOS icon
Alpha Architect Tail Risk ETF
CAOS
+$3.94M
2
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.65M
3
AVGO icon
Broadcom
AVGO
+$1.59M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.5M
5
YELP icon
Yelp
YELP
+$1.39M

Sector Composition

Rank Sector Weight
1 Miscellaneous 67.67%
2 Technology 17.12%
3 Financials 3.52%
4 Communication Services 3.32%
5 Consumer Discretionary 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ATTR
1
Arin Tactical Tail Risk ETF
ATTR
$107M
$94.5M 16.66%
1,004,809
+24,667
+3% +$2.31M
CAOS icon
2
Alpha Architect Tail Risk ETF
CAOS
$675M
$77.4M 13.65%
856,929
-43,503
-5% -$3.94M
BOXX icon
3
Alpha Architect 1-3 Month Box ETF
BOXX
$14.4B
$38M 6.7%
324,822
-12,851
-4% -$1.5M
SPY icon
4
State Street SPDR S&P 500 ETF Trust
SPY
$818B
$25.1M 4.42%
33,607
-132
-0.4% -$95.7K
NVDA icon
5
NVIDIA
NVDA
$5.52T
$23.4M 4.12%
116,704
-6,733
-5% -$1.38M
AAPL icon
6
Apple
AAPL
$4.79T
$21.6M 3.81%
74,718
-1,523
-2% -$436K
AVGO icon
7
Broadcom
AVGO
$1.7T
$11.4M 2.02%
30,265
-3,973
-12% -$1.59M
AMD icon
8
Advanced Micro Devices
AMD
$745B
$10.6M 1.87%
18,251
-1,086
-6% -$445K
AMZN icon
9
Amazon
AMZN
$2.79T
$10.1M 1.78%
42,267
-1,296
-3% -$325K
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$4.19T
$8.87M 1.56%
24,827
-1,132
-4% -$407K
QQQ icon
11
Invesco QQQ Trust
QQQ
$488B
$8.5M 1.5%
11,547
+38
+0.3% +$26.1K
INTC icon
12
Intel
INTC
$485B
$7.84M 1.38%
56,118
-861
-2% -$87.1K
VOO icon
13
Vanguard S&P 500 ETF
VOO
$1.03T
$7.8M 1.38%
11,358
+252
+2% +$168K
VUG icon
14
Vanguard Morningstar Growth ETF
VUG
$229B
$7.2M 1.27%
83,599
-833
-1% -$70.1K
MSFT icon
15
Microsoft
MSFT
$3.79T
$5.86M 1.03%
15,706
-495
-3% -$200K
GOOG icon
16
Alphabet (Google) Class C
GOOG
$4.15T
$5.31M 0.94%
15,020
-26
-0.2% -$9.29K
IVV icon
17
iShares Core S&P 500 ETF
IVV
$892B
$4.97M 0.88%
6,641
+92
+1% +$67K
VGT icon
18
Vanguard Information Technology ETF
VGT
$148B
$4.95M 0.87%
41,406
+478
+1% +$52.3K
SPYM
19
State Street SPDR Portfolio S&P 500 ETF
SPYM
$172B
$4.05M 0.71%
46,057
+1,335
+3% +$114K
HYTI
20
FT Vest High Yield & Target Income ETF
HYTI
$93.2M
$4.04M 0.71%
211,387
+22,194
+12% +$427K
VTV icon
21
Vanguard Morningstar Value ETF
VTV
$194B
$3.97M 0.7%
18,227
-566
-3% -$118K
HECA
22
Hedgeye Capital Allocation ETF
HECA
$286M
$3.96M 0.7%
145,196
+34,220
+31% +$943K
BRK.B icon
23
Berkshire Hathaway Class B
BRK.B
$1.09T
$3.92M 0.69%
7,825
-152
-2% -$73.1K
GLD icon
24
SPDR Gold Trust
GLD
$150B
$3.64M 0.64%
9,872
-143
-1% -$59.2K
MU icon
25
Micron Technology
MU
$1.08T
$3.54M 0.62%
3,065
+576
+23% +$432K
1
2 3 4 5

Similar funds

CA
Crossingbridge Advisors Pleasantville, New York $567M AUM 0.34% 1-Year Est. Return
WC
Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return
CWA
Clarity Wealth Advisors San Jose, California $567M AUM 27.85% 1-Year Est. Return
HCM
Horiko Capital Management New York $568M AUM 114.24% 1-Year Est. Return
PC
Panview Capital Hong Kong $568M AUM 92.27% 1-Year Est. Return
SPP
Single Point Partners Boston, Massachusetts $568M AUM 19.02% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

Insight Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Insight Advisors held 258 positions worth $567M, up 8% from $525M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Insight Advisors's Q2 2026 filing shows 15 new, 75 increased, 132 reduced and 17 closed positions. Its largest new stake was Dow Inc: 42,623 shares worth $1.17M. The largest sale was Alpha Architect Tail Risk ETF, an estimated $3.94M.

By sector, the portfolio is most concentrated in Miscellaneous at 68% of assets, down from 70% a quarter earlier, followed by Technology and Financials.

  • Insight Advisors's largest Q2 2026 buy was Dow Inc: 42,623 shares worth $1.17M.
  • Insight Advisors added most to Arin Tactical Tail Risk ETF in Q2 2026, an estimated $2.31M increase.
  • Insight Advisors's biggest Q2 2026 reduction was Alpha Architect Tail Risk ETF, cutting an estimated $3.94M.
  • Insight Advisors fully exited JPMorgan Ultra-Short Municipal Income ETF in Q2 2026, selling an estimated $1.65M.
  • Insight Advisors's ten largest holdings make up 57% of its $567M portfolio in Q2 2026.
  • Insight Advisors opened 15 new positions and closed 17 in Q2 2026.
  • Insight Advisors's portfolio value rose 8% quarter-over-quarter to $567M.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.