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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
XLU icon
226
State Street Utilities Select Sector SPDR ETF
XLU
$22.2B
$213K 0.04%
4,690
-875
-16% -$39.6K
GPIQ icon
227
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$5.51B
$212K 0.04%
+3,575
New +$201K
LIN icon
228
Linde
LIN
$220B
$211K 0.04%
407
-10
-2% -$5.07K
DIS icon
229
Walt Disney
DIS
$182B
$203K 0.04%
2,110
-158
-7% -$16.1K
XAR icon
230
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.77B
$203K 0.04%
715
-74
-9% -$20K
CODI icon
231
Compass Diversified
CODI
$878M
$177K 0.03%
16,575
– –
FSK icon
232
FS KKR Capital
FSK
$3.44B
$172K 0.03%
16,423
+683
+4% +$7.35K
F icon
233
Ford
F
$58.3B
$152K 0.03%
+10,902
New +$147K
REAL icon
234
The RealReal
REAL
$1.2B
$130K 0.02%
11,000
– –
GAB icon
235
Gabelli Equity Trust
GAB
$1.76B
$124K 0.02%
21,842
– –
HIPS icon
236
GraniteShares HIPS US High Income ETF
HIPS
$121M
$115K 0.02%
10,000
– –
EXG icon
237
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$3.06B
$113K 0.02%
11,500
– –
ETJ
238
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$566M
$103K 0.02%
12,426
+282
+2% +$2.36K
ENVX icon
239
Enovix
ENVX
$729M
$99.4K 0.02%
16,378
– –
ACP
240
abrdn Income Credit Strategies Fund
ACP
$621M
$59.1K 0.01%
11,360
– –
INVZ icon
241
Innoviz Technologies
INVZ
$103M
$11.4K ﹤0.01%
14,969
– –
ABT icon
242
Abbott
ABT
$187B
– –
-2,256
Closed -$232K
ACN icon
243
Accenture
ACN
$114B
– –
-1,180
Closed -$234K
ALB icon
244
Albemarle
ALB
$14.9B
– –
-2,997
Closed -$538K
DGRW icon
245
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
– –
-7,603
Closed -$668K
ED icon
246
Consolidated Edison
ED
$39.7B
– –
-2,380
Closed -$269K
EES icon
247
WisdomTree US SmallCap Earnings Fund
EES
$722M
– –
-5,146
Closed -$299K
FWRG icon
248
First Watch Restaurant Group
FWRG
$744M
– –
-11,450
Closed -$120K
HON icon
249
Honeywell
HON
$66.4B
– –
-1,371
Closed -$310K
JMST icon
250
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.31B
– –
-32,443
Closed -$1.65M
7 8 9
10
11

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CA
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WC
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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.