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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
AGZ icon
51
iShares Agency Bond ETF
AGZ
$633M
$1.55M 0.27%
14,225
+507
+4% +$55.4K
JPM icon
52
JPMorgan Chase
JPM
$952B
$1.54M 0.27%
4,693
-242
-5% -$75.2K
ONEO icon
53
State Street SPDR Russell 1000 Momentum Focus ETF
ONEO
$31M
$1.53M 0.27%
10,000
-296
-3% -$43.1K
DGRO icon
54
iShares Core Dividend Growth ETF
DGRO
$43.5B
$1.47M 0.26%
19,431
+1,067
+6% +$78.7K
RSP icon
55
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$1.44M 0.25%
6,749
+56
+0.8% +$11.5K
MGK icon
56
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.7B
$1.43M 0.25%
16,295
-325
-2% -$27.7K
VBR icon
57
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.6B
$1.38M 0.24%
5,694
-62
-1% -$14.4K
CAT icon
58
Caterpillar
CAT
$374B
$1.38M 0.24%
1,298
+7
+0.5% +$6.15K
SMH icon
59
VanEck Semiconductor ETF
SMH
$69.6B
$1.37M 0.24%
2,089
-370
-15% -$202K
BX icon
60
Blackstone
BX
$102B
$1.31M 0.23%
11,161
-304
-3% -$36.5K
IWF icon
61
iShares Russell 1000 Growth ETF
IWF
$126B
$1.31M 0.23%
10,565
-3
-0% -$362
SMLV icon
62
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$257M
$1.31M 0.23%
8,325
-320
-4% -$47.3K
FALN icon
63
iShares Fallen Angels USD Bond ETF
FALN
$1.66B
$1.31M 0.23%
48,034
+1,824
+4% +$49.4K
SPYD icon
64
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.64B
$1.31M 0.23%
27,399
+286
+1% +$13.4K
RDVI icon
65
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.75B
$1.26M 0.22%
42,807
+228
+0.5% +$6.3K
VEU icon
66
Vanguard FTSE All-World ex-US ETF
VEU
$71.2B
$1.26M 0.22%
15,001
-302
-2% -$24.7K
BAC icon
67
Bank of America
BAC
$438B
$1.25M 0.22%
21,892
+19
+0.1% +$1.01K
IBND icon
68
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$459M
$1.24M 0.22%
39,838
+1,628
+4% +$51.3K
SPTI icon
69
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.7B
$1.22M 0.22%
43,141
+5,090
+13% +$145K
XLK icon
70
State Street Technology Select Sector SPDR ETF
XLK
$122B
$1.22M 0.22%
6,400
+1,269
+25% +$217K
IWM icon
71
iShares Russell 2000 ETF
IWM
$81.2B
$1.21M 0.21%
4,028
-427
-10% -$120K
PLTR icon
72
Palantir
PLTR
$419B
$1.21M 0.21%
10,373
-620
-6% -$84.6K
PG icon
73
Procter & Gamble
PG
$340B
$1.18M 0.21%
8,018
-243
-3% -$35.4K
DOW icon
74
Dow Inc
DOW
$21.3B
$1.17M 0.21%
+42,623
New +$1.55M
HGRO
75
Hedgeye Quality Growth ETF
HGRO
$125M
$1.17M 0.21%
37,184
-570
-2% -$17.3K
1 2
3
4 5

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CA
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WC
Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return
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
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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.