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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
LQTI
26
FT Vest Investment Grade & Target Income ETF
LQTI
$290M
$2.66M 0.51%
135,888
+32,177
+31% +$639K
INTC icon
27
Intel
INTC
$478B
$2.51M 0.48%
56,979
+24
+0% +$1.1K
JNJ icon
28
Johnson & Johnson
JNJ
$609B
$2.43M 0.46%
9,948
-99
-1% -$23.1K
MRK icon
29
Merck
MRK
$315B
$2.42M 0.46%
20,086
-238
-1% -$27.5K
DFII
30
FT Vest Bitcoin Strategy & Target Income ETF
DFII
$17.2M
$2.41M 0.46%
181,464
+47,100
+35% +$712K
NFLX icon
31
Netflix
NFLX
$290B
$2.37M 0.45%
24,639
+485
+2% +$42.7K
SIGI icon
32
Selective Insurance
SIGI
$5.78B
$2.25M 0.43%
29,805
– –
VBK icon
33
Vanguard Small-Cap Growth ETF
VBK
$23.4B
$2.22M 0.42%
7,351
-19
-0.3% -$5.97K
VOT icon
34
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
$2.08M 0.4%
8,080
-300
-4% -$82.3K
META icon
35
Meta Platforms (Facebook)
META
$1.64T
$1.96M 0.37%
3,431
+479
+16% +$307K
WFC icon
36
Wells Fargo
WFC
$265B
$1.94M 0.37%
24,377
+118
+0.5% +$10.1K
FTSM icon
37
First Trust Enhanced Short Maturity ETF
FTSM
$6.5B
$1.9M 0.36%
31,814
-5,836
-16% -$350K
TSLA icon
38
Tesla
TSLA
$1.43T
$1.85M 0.35%
4,965
-682
-12% -$281K
WMT icon
39
Walmart Inc
WMT
$909B
$1.81M 0.34%
14,568
+57
+0.4% +$7K
VOE icon
40
Vanguard Mid-Cap Value ETF
VOE
$23.5B
$1.8M 0.34%
9,785
-91
-0.9% -$17K
SPIB icon
41
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$1.73M 0.33%
51,715
+435
+0.8% +$14.7K
JMST icon
42
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.02B
$1.65M 0.31%
32,443
-115,161
-78% -$5.88M
PHYS icon
43
Sprott Physical Gold
PHYS
$14.4B
$1.61M 0.31%
45,514
-3,370
-7% -$125K
FSIG icon
44
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.56B
$1.61M 0.31%
85,001
-347
-0.4% -$6.63K
PLTR icon
45
Palantir
PLTR
$317B
$1.61M 0.31%
10,993
+541
+5% +$82.7K
IVW icon
46
iShares S&P 500 Growth ETF
IVW
$73.1B
$1.55M 0.3%
13,744
-77
-0.6% -$9.26K
PANW icon
47
Palo Alto Networks
PANW
$292B
$1.55M 0.3%
9,673
-253
-3% -$42.5K
PAVE icon
48
Global X US Infrastructure Development ETF
PAVE
$13.9B
$1.53M 0.29%
30,081
+412
+1% +$21.5K
AGZ icon
49
iShares Agency Bond ETF
AGZ
$555M
$1.51M 0.29%
13,718
+276
+2% +$30.4K
TROW icon
50
T. Rowe Price
TROW
$25.1B
$1.47M 0.28%
+16,352
New +$1.58M
1
2
3 4 5

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VWS
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CAM
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DSC
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DA
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VU
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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.