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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
CL icon
251
Colgate-Palmolive
CL
$75.3B
– –
-5,049
Closed -$399K
CLOU icon
252
Global X Cloud Computing ETF
CLOU
$239M
– –
-22,019
Closed -$498K
COF icon
253
Capital One
COF
$131B
– –
-924
Closed -$224K
COWZ icon
254
Pacer US Cash Cows 100 ETF
COWZ
$18.3B
– –
-12,934
Closed -$778K
CRM icon
255
Salesforce
CRM
$141B
– –
-834
Closed -$221K
CWH icon
256
Camping World
CWH
$415M
– –
-29,300
Closed -$285K
DDIV icon
257
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF
DDIV
$71M
– –
-4,846
Closed -$201K
DDWM icon
258
WisdomTree Dynamic International Equity Fund
DDWM
$1.45B
– –
-185,854
Closed -$8.09M
DLN icon
259
WisdomTree US LargeCap Dividend Fund
DLN
$6.2B
– –
-3,406
Closed -$300K
DPZ icon
260
Domino's
DPZ
$11B
– –
-766
Closed -$319K
DTD icon
261
WisdomTree US Total Dividend Fund
DTD
$1.64B
– –
-4,081
Closed -$346K
ECOW icon
262
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
$217M
– –
-43,911
Closed -$1.07M
ELD icon
263
WisdomTree Emerging Markets Local Debt Fund
ELD
$142M
– –
-11,019
Closed -$322K
EPI icon
264
WisdomTree India Earnings Fund ETF
EPI
$2.05B
– –
-44,844
Closed -$2.08M
F icon
265
Ford
F
$56.5B
– –
-59,663
Closed -$783K
FCOM icon
266
Fidelity MSCI Communication Services Index ETF
FCOM
$1.8B
– –
-3,174
Closed -$233K
GCOW icon
267
Pacer Global Cash Cows Dividend ETF
GCOW
$3.31B
– –
-74,732
Closed -$3.08M
GPN icon
268
Global Payments
GPN
$22B
– –
-3,596
Closed -$278K
HEDJ icon
269
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.82B
– –
-11,886
Closed -$631K
HSY icon
270
Hershey
HSY
$35.4B
– –
-2,195
Closed -$400K
ICOW icon
271
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.77B
– –
-79,058
Closed -$3.06M
ISHP icon
272
First Trust Exchange-Traded Fund VI First Trust S-Network E-Commerce ETF
ISHP
$5.24M
– –
-6,515
Closed -$255K
JPST icon
273
JPMorgan Ultra-Short Income ETF
JPST
$39.8B
– –
-89,473
Closed -$4.53M
KMB icon
274
Kimberly-Clark
KMB
$36.2B
– –
-2,892
Closed -$292K
MLI icon
275
Mueller Industries
MLI
$13B
– –
-4,000
Closed -$230K
8 9 10
11
12

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CAM
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DSC
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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.