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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
-1.51%
1 Year Est. Return
+15.94%
3 Year Est. Return
+51.71%
5 Year Est. Return
+54.13%
10 Year Est. Return
–
AUM
$525M
AUM Growth
-$135M
Cap. Flow
-$124M
Cap. Flow %
-23.64%
Top 10 Hldgs %
58.36%
Holding
297
New
14
Increased
100
Reduced
114
Closed
54

Top Buys

1
ATTR
Arin Tactical Tail Risk ETF
ATTR
+$3.12M
2
HECA
Hedgeye Capital Allocation ETF
HECA
+$2.42M
3
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$2.3M
4
TROW icon
T. Rowe Price
TROW
+$1.58M
5
YELP icon
Yelp
YELP
+$1.43M

Top Sells

1
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$15.2M
2
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$15.2M
3
DDWM icon
WisdomTree Dynamic International Equity Fund
DDWM
+$8.09M
4
WTV icon
WisdomTree US Value Fund
WTV
+$8.08M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$7.99M

Sector Composition

1 Technology 13.73%
2 Communication Services 3.51%
3 Financials 3.37%
4 Consumer Discretionary 2.71%
5 Healthcare 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITA icon
226
iShares US Aerospace & Defense ETF
ITA
$13.7B
$209K 0.04%
953
-1,223
-56% -$286K
LIN icon
227
Linde
LIN
$241B
$207K 0.04%
+417
New +$197K
AGNC icon
228
AGNC Investment
AGNC
$13.1B
$202K 0.04%
20,164
– –
XAR icon
229
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.87B
$200K 0.04%
+789
New +$216K
ETHA
230
iShares Ethereum Trust ETF
ETHA
$5.09B
$164K 0.03%
10,379
+300
+3% +$5.43K
TE
231
T1 Energy
TE
$1.66B
$162K 0.03%
37,000
+6,500
+21% +$47.6K
FSK icon
232
FS KKR Capital
FSK
$3.11B
$160K 0.03%
15,740
-8,996
-36% -$113K
CODI icon
233
Compass Diversified
CODI
$787M
$130K 0.02%
16,575
-541
-3% -$3.44K
GAB icon
234
Gabelli Equity Trust
GAB
$1.78B
$122K 0.02%
21,842
– –
FWRG icon
235
First Watch Restaurant Group
FWRG
$751M
$120K 0.02%
+11,450
New +$165K
HIPS icon
236
GraniteShares HIPS US High Income ETF
HIPS
$111M
$116K 0.02%
10,000
– –
REAL icon
237
The RealReal
REAL
$1.37B
$99.9K 0.02%
11,000
– –
EXG icon
238
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.97B
$99.6K 0.02%
11,500
– –
ETJ
239
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$571M
$99.2K 0.02%
12,144
+273
+2% +$2.36K
ENVX icon
240
Enovix
ENVX
$1.03B
$84.8K 0.02%
16,378
-4,755
-23% -$29.8K
ACP
241
abrdn Income Credit Strategies Fund
ACP
$652M
$57.9K 0.01%
11,360
– –
INVZ icon
242
Innoviz Technologies
INVZ
$138M
$9.47K ﹤0.01%
14,969
-237
-2% -$217
GAB.RT
243
DELISTED
The Gabelli Equity Trust Rights (expiring April 14 2026)
GAB.RT
$153 ﹤0.01%
+21,850
New +$219
AEP icon
244
American Electric Power
AEP
$72.4B
– –
-2,479
Closed -$286K
AGNG icon
245
Global X Aging Population ETF
AGNG
$86.3M
– –
-8,565
Closed -$307K
ANET icon
246
Arista Networks
ANET
$212B
– –
-1,528
Closed -$200K
BAC icon
247
PUT
Bank of America
BAC
$432B
– –
-13,600
Closed -$748K
BLOK icon
248
Amplify Blockchain Technology ETF
BLOK
$1.08B
– –
-11,050
Closed -$629K
BUG icon
249
Global X Cybersecurity ETF
BUG
$1.27B
– –
-16,577
Closed -$505K
CALF icon
250
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.55B
– –
-5,933
Closed -$263K
8 9
10
11 12

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FWM
Fonville Wealth Management Richmond, Virginia $525M AUM 16.61% 1-Year Est. Return
VWS
Virtus Wealth Solutions Cranford, New Jersey $525M AUM 96.86% 1-Year Est. Return
CAM
Columbia Asset Management Ann Arbor, Michigan $525M AUM 21.5% 1-Year Est. Return
DSC
Duncker Streett & Co St. Louis, Missouri $526M AUM 22.2% 1-Year Est. Return
DA
Drake & Associates Waukesha, Wisconsin $525M AUM 14.04% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return
OC
Oakmont Corp Los Angeles, California $526M AUM 7.52% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $527M AUM 16.8% 1-Year Est. Return

Insight Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Insight Advisors held 297 positions worth $525M, down 20% from $661M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Insight Advisors withdrew a net $124M in Q1 2026, closing 54 positions and reducing 114 holdings. Its most notable exit was WisdomTree Dynamic International Equity Fund, an estimated $8.09M position sold in full.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 13% a quarter earlier, followed by Communication Services and Financials.

Against the trend, Insight Advisors opened a new position in T. Rowe Price worth $1.47M.

  • Insight Advisors's largest Q1 2026 buy was T. Rowe Price: 16,352 shares worth $1.47M.
  • Insight Advisors added most to Arin Tactical Tail Risk ETF in Q1 2026, an estimated $3.12M increase.
  • Insight Advisors's biggest Q1 2026 reduction was WisdomTree US Quality Growth Fund, cutting an estimated $15.2M.
  • Insight Advisors fully exited WisdomTree Dynamic International Equity Fund in Q1 2026, selling an estimated $8.09M.
  • Insight Advisors's ten largest holdings make up 58% of its $525M portfolio in Q1 2026.
  • Insight Advisors opened 14 new positions and closed 54 in Q1 2026.
  • Insight Advisors's portfolio value fell 20% quarter-over-quarter to $525M.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.