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Insight Advisors

Insight Advisors Portfolio holdings

AUM $568M Turnover 14.67%
1-Year Est. Return 20.88%
This Fund
S&P 500
This Quarter Est. Return
+2.36%
1 Year Est. Return
+20.88%
3 Year Est. Return
+74.01%
5 Year Est. Return
+71.87%
10 Year Est. Return
–
AUM
$568M
AUM Growth
+$1.16M
Cap. Flow
-$7.13M
Cap. Flow %
-1.25%
Top 10 Hldgs %
56.72%
Holding
259
New
18
Increased
70
Reduced
130
Closed
20
Avg Time Held
3.9 years
Top 10 Avg Time Held
2.7 years
Top 20 Avg Time Held
2.5 years

Top Buys

Rank Stock Value
1
ATTR icon
Arin Tactical Tail Risk ETF
ATTR
+$17.4M
2
SPYM icon
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.84M
3
KVUE icon
Kenvue
KVUE
+$1.07M
4
IGLD icon
FT Vest Gold Strategy Target Income ETF
IGLD
+$945K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$513K

Top Sells

Rank Stock Value
1
CAOS icon
Alpha Architect Tail Risk ETF
CAOS
+$21M
2
AMD icon
Advanced Micro Devices
AMD
+$1.04M
3
AAPL icon
Apple
AAPL
+$1.01M
4
RS icon
Reliance Steel & Aluminium
RS
+$717K
5
NVDA icon
NVIDIA
NVDA
+$674K

Sector Composition

Rank Sector Weight
1 Miscellaneous 67.73%
2 Technology 17.79%
3 Financials 3.3%
4 Communication Services 3.1%
5 Consumer Discretionary 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
GLD icon
26
SPDR Gold Trust
GLD
$135B
$3.66M 0.64%
9,610
-262
-3% -$102K
2020 Q4
23 quarters
MU icon
27
Micron Technology
MU
$969B
$3.02M 0.53%
2,837
-228
-7% -$217K
2025 Q2
5 quarters
COST icon
28
Costco
COST
$451B
$2.88M 0.51%
3,164
-5
-0.2% -$4.67K
2020 Q4
23 quarters
DFII icon
29
FT Vest Bitcoin Strategy & Target Income ETF
DFII
$20.7M
$2.85M 0.5%
199,352
+9,131
+5% +$116K
2025 Q2
5 quarters
MRK icon
30
Merck
MRK
$363B
$2.85M 0.5%
19,591
+20
+0.1% +$2.76K
2020 Q4
23 quarters
META icon
31
Meta Platforms (Facebook)
META
$1.65T
$2.68M 0.47%
3,695
+6
+0.2% +$3.74K
2020 Q4
23 quarters
SIGI icon
32
Selective Insurance
SIGI
$5.46B
$2.49M 0.44%
29,805
– –
2020 Q4
23 quarters
LQTI icon
33
FT Vest Investment Grade & Target Income ETF
LQTI
$234M
$2.44M 0.43%
135,215
-4,747
-3% -$88.8K
2025 Q2
5 quarters
VBK icon
34
Vanguard Morningstar Small-Cap Growth ETF
VBK
$22.2B
$2.42M 0.43%
7,155
-100
-1% -$34.9K
2020 Q4
23 quarters
VOT icon
35
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$18.8B
$2.24M 0.39%
7,680
-65
-0.8% -$19.5K
2020 Q4
23 quarters
JNJ icon
36
Johnson & Johnson
JNJ
$644B
$2.21M 0.39%
8,338
-1,155
-12% -$305K
2020 Q4
23 quarters
QTUM icon
37
Defiance Quantum ETF
QTUM
$5.16B
$1.98M 0.35%
13,047
+503
+4% +$74.8K
2024 Q2
9 quarters
WFC icon
38
Wells Fargo
WFC
$249B
$1.92M 0.34%
24,002
-315
-1% -$27.2K
2020 Q4
23 quarters
IVW icon
39
iShares S&P 500 Growth ETF
IVW
$75.5B
$1.92M 0.34%
13,502
-25
-0.2% -$3.47K
2020 Q4
23 quarters
VOE icon
40
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.2B
$1.88M 0.33%
9,621
-25
-0.3% -$5.11K
2020 Q4
23 quarters
FTSM icon
41
First Trust Enhanced Short Maturity ETF
FTSM
$6.72B
$1.85M 0.33%
31,056
-448
-1% -$26.8K
2020 Q4
23 quarters
LLY icon
42
Eli Lilly
LLY
$1.16T
$1.8M 0.32%
1,556
+35
+2% +$41.3K
2022 Q1
18 quarters
SPIB icon
43
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.3B
$1.78M 0.31%
55,088
+2,210
+4% +$72.9K
2020 Q4
23 quarters
PLTR icon
44
Palantir
PLTR
$471B
$1.74M 0.31%
9,329
-1,044
-10% -$166K
2024 Q3
8 quarters
TROW icon
45
T. Rowe Price
TROW
$22.1B
$1.68M 0.3%
16,166
-15
-0.1% -$1.68K
2026 Q1
2 quarters
PAVE icon
46
Global X US Infrastructure Development ETF
PAVE
$13.3B
$1.66M 0.29%
31,664
+1,225
+4% +$68.4K
2021 Q1
22 quarters
SPTM icon
47
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
$1.66M 0.29%
18,023
+596
+3% +$54.9K
2020 Q4
23 quarters
AGZ icon
48
iShares Agency Bond ETF
AGZ
$648M
$1.58M 0.28%
14,854
+629
+4% +$68.1K
2024 Q2
9 quarters
NFLX icon
49
Netflix
NFLX
$279B
$1.57M 0.28%
22,525
-1,205
-5% -$90.6K
2020 Q4
23 quarters
TSLA icon
50
Tesla
TSLA
$1.48T
$1.56M 0.27%
4,386
-43
-1% -$15.4K
2020 Q4
23 quarters
1
2
3 4 5

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Insight Advisors's Q3 2026 Portfolio in Review

As of Q3 2026, Insight Advisors held 259 positions worth $568M, up 0.2% from $567M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Insight Advisors's Q3 2026 filing shows 18 new, 70 increased, 130 reduced and 20 closed positions. Its largest new stake was Kenvue: 56,776 shares worth $1M. The largest sale was Alpha Architect Tail Risk ETF, an estimated $21M.

By sector, the portfolio is most concentrated in Miscellaneous at 68% of assets, up from 68% a quarter earlier, followed by Technology and Financials.

  • Insight Advisors's largest Q3 2026 buy was Kenvue: 56,776 shares worth $1M.
  • Insight Advisors added most to Arin Tactical Tail Risk ETF in Q3 2026, an estimated $17.4M increase.
  • Insight Advisors's biggest Q3 2026 reduction was Alpha Architect Tail Risk ETF, cutting an estimated $21M.
  • Insight Advisors fully exited Reliance Steel & Aluminium in Q3 2026, selling an estimated $717K.
  • Insight Advisors's ten largest holdings make up 57% of its $568M portfolio in Q3 2026.
  • Insight Advisors opened 18 new positions and closed 20 in Q3 2026.
  • Insight Advisors's portfolio value rose 0.2% quarter-over-quarter to $568M.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.