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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
IGLD icon
26
FT Vest Gold Strategy Target Income ETF
IGLD
$583M
$3.49M 0.62%
165,895
-1,463
-0.9% -$34.9K
PANW icon
27
Palo Alto Networks
PANW
$269B
$3.22M 0.57%
9,440
-233
-2% -$53.3K
COST icon
28
Costco
COST
$406B
$2.97M 0.52%
3,169
-197
-6% -$196K
SIGI icon
29
Selective Insurance
SIGI
$5.52B
$2.89M 0.51%
29,805
– –
LQTI
30
FT Vest Investment Grade & Target Income ETF
LQTI
$259M
$2.7M 0.48%
139,962
+4,074
+3% +$79.1K
VBK icon
31
Vanguard Morningstar Small-Cap Growth ETF
VBK
$23.8B
$2.65M 0.47%
7,255
-96
-1% -$32.7K
MRK icon
32
Merck
MRK
$372B
$2.51M 0.44%
19,571
-515
-3% -$60.3K
JNJ icon
33
Johnson & Johnson
JNJ
$666B
$2.41M 0.43%
9,493
-455
-5% -$106K
VOT icon
34
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.4B
$2.37M 0.42%
7,745
-335
-4% -$96.6K
DFII
35
FT Vest Bitcoin Strategy & Target Income ETF
DFII
$19.8M
$2.12M 0.37%
190,221
+8,757
+5% +$119K
META icon
36
Meta Platforms (Facebook)
META
$1.56T
$2.08M 0.37%
3,689
+258
+8% +$158K
QTUM icon
37
Defiance Quantum ETF
QTUM
$5.53B
$2.07M 0.37%
12,544
+2,203
+21% +$317K
WFC icon
38
Wells Fargo
WFC
$268B
$2.01M 0.35%
24,317
-60
-0.2% -$4.82K
VOE icon
39
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.3B
$1.91M 0.34%
9,646
-139
-1% -$26.9K
FTSM icon
40
First Trust Enhanced Short Maturity ETF
FTSM
$6.55B
$1.88M 0.33%
31,504
-310
-1% -$18.6K
TSLA icon
41
Tesla
TSLA
$1.39T
$1.86M 0.33%
4,429
-536
-11% -$213K
IVW icon
42
iShares S&P 500 Growth ETF
IVW
$76.9B
$1.86M 0.33%
13,527
-217
-2% -$28.7K
TROW icon
43
T. Rowe Price
TROW
$23.4B
$1.84M 0.32%
16,181
-171
-1% -$17.5K
LLY icon
44
Eli Lilly
LLY
$1.02T
$1.82M 0.32%
1,521
-4
-0.3% -$4.09K
PAVE icon
45
Global X US Infrastructure Development ETF
PAVE
$13.6B
$1.79M 0.32%
30,439
+358
+1% +$20.1K
SPIB icon
46
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$1.77M 0.31%
52,878
+1,163
+2% +$38.9K
NFLX icon
47
Netflix
NFLX
$331B
$1.69M 0.3%
23,730
-909
-4% -$80.1K
WMT icon
48
Walmart Inc
WMT
$854B
$1.59M 0.28%
14,077
-491
-3% -$61K
SPTM icon
49
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
$1.58M 0.28%
17,427
+716
+4% +$63K
FSIG icon
50
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.52B
$1.58M 0.28%
83,722
-1,279
-2% -$24.2K
1
2
3 4 5

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WC
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CWA
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HCM
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PC
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SPP
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CIM
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CD
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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.