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Insight Advisors Portfolio holdings

AUM $567M Turnover 12.4%
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
Avg Time Held
3.8 years
Top 10 Avg Time Held
2.5 years
Top 20 Avg Time Held
2.3 years

Top Buys

Rank Stock Value
1
ATTR icon
Arin Tactical Tail Risk ETF
ATTR
+$2.31M
2
DOW icon
Dow Inc
DOW
+$1.55M
3
HECA icon
Hedgeye Capital Allocation ETF
HECA
+$943K
4
MU icon
Micron Technology
MU
+$432K
5
HYTI icon
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 Held Since
ATTR icon
1
Arin Tactical Tail Risk ETF
ATTR
$108M
$94.5M 16.66%
1,004,809
+24,667
+3% +$2.31M
2025 Q4
2 quarters
CAOS icon
2
Alpha Architect Tail Risk ETF
CAOS
$703M
$77.4M 13.65%
856,929
-43,503
-5% -$3.94M
2023 Q1
13 quarters
BOXX icon
3
Alpha Architect 1-3 Month Box ETF
BOXX
$14.4B
$38M 6.7%
324,822
-12,851
-4% -$1.5M
2022 Q4
14 quarters
SPY icon
4
State Street SPDR S&P 500 ETF Trust
SPY
$819B
$25.1M 4.42%
33,607
-132
-0.4% -$95.7K
2020 Q4
22 quarters
NVDA icon
5
NVIDIA
NVDA
$5.27T
$23.4M 4.12%
116,704
-6,733
-5% -$1.38M
2020 Q4
22 quarters
AAPL icon
6
Apple
AAPL
$4.99T
$21.6M 3.81%
74,718
-1,523
-2% -$436K
2020 Q4
22 quarters
AVGO icon
7
Broadcom
AVGO
$1.61T
$11.4M 2.02%
30,265
-3,973
-12% -$1.59M
2020 Q4
22 quarters
AMD icon
8
Advanced Micro Devices
AMD
$894B
$10.6M 1.87%
18,251
-1,086
-6% -$445K
2020 Q4
22 quarters
AMZN icon
9
Amazon
AMZN
$2.83T
$10.1M 1.78%
42,267
-1,296
-3% -$325K
2020 Q4
22 quarters
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$4.22T
$8.87M 1.56%
24,827
-1,132
-4% -$407K
2020 Q4
22 quarters
QQQ icon
11
Invesco QQQ Trust
QQQ
$487B
$8.5M 1.5%
11,547
+38
+0.3% +$26.1K
2021 Q4
18 quarters
INTC icon
12
Intel
INTC
$496B
$7.84M 1.38%
56,118
-861
-2% -$87.1K
2024 Q3
7 quarters
VOO icon
13
Vanguard S&P 500 ETF
VOO
$1.04T
$7.8M 1.38%
11,358
+252
+2% +$168K
2020 Q4
22 quarters
VUG icon
14
Vanguard Morningstar Growth ETF
VUG
$230B
$7.2M 1.27%
83,599
-833
-1% -$70.1K
2020 Q4
22 quarters
MSFT icon
15
Microsoft
MSFT
$3.96T
$5.86M 1.03%
15,706
-495
-3% -$200K
2020 Q4
22 quarters
GOOG icon
16
Alphabet (Google) Class C
GOOG
$4.17T
$5.31M 0.94%
15,020
-26
-0.2% -$9.29K
2020 Q4
22 quarters
IVV icon
17
iShares Core S&P 500 ETF
IVV
$886B
$4.97M 0.88%
6,641
+92
+1% +$67K
2020 Q4
22 quarters
VGT icon
18
Vanguard Information Technology ETF
VGT
$149B
$4.95M 0.87%
41,406
+478
+1% +$52.3K
2020 Q4
22 quarters
SPYM icon
19
State Street SPDR Portfolio S&P 500 ETF
SPYM
$183B
$4.05M 0.71%
46,057
+1,335
+3% +$114K
2020 Q4
22 quarters
HYTI icon
20
FT Vest High Yield & Target Income ETF
HYTI
$92.2M
$4.04M 0.71%
211,387
+22,194
+12% +$427K
2025 Q2
4 quarters
VTV icon
21
Vanguard Morningstar Value ETF
VTV
$190B
$3.97M 0.7%
18,227
-566
-3% -$118K
2020 Q4
22 quarters
HECA icon
22
Hedgeye Capital Allocation ETF
HECA
$274M
$3.96M 0.7%
145,196
+34,220
+31% +$943K
2025 Q4
2 quarters
BRK.B icon
23
Berkshire Hathaway Class B
BRK.B
$1.14T
$3.92M 0.69%
7,825
-152
-2% -$73.1K
2020 Q4
22 quarters
GLD icon
24
SPDR Gold Trust
GLD
$140B
$3.64M 0.64%
9,872
-143
-1% -$59.2K
2020 Q4
22 quarters
MU icon
25
Micron Technology
MU
$1.03T
$3.54M 0.62%
3,065
+576
+23% +$432K
2025 Q2
4 quarters
1
2 3 4 5

Similar funds

CA
Crossingbridge Advisors Pleasantville, New York $567M AUM 0.34% 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
DA
DCF Advisers Greenwich, Connecticut $566M AUM 197.74% 1-Year Est. Return
LT
Legacy Trust Grand Rapids, Michigan $566M AUM 34.04% 1-Year Est. Return
MCCP
Mission Creek Capital Partners San Francisco, California $569M AUM 32.57% 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.