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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
JPM icon
51
JPMorgan Chase
JPM
$912B
$1.45M 0.28%
4,935
-11
-0.2% -$3.34K
LLY icon
52
Eli Lilly
LLY
$1.04T
$1.4M 0.27%
1,525
+1
+0.1% +$1.01K
YELP icon
53
Yelp
YELP
$1.51B
$1.39M 0.27%
+56,300
New +$1.43M
ONEO icon
54
State Street SPDR Russell 1000 Momentum Focus ETF
ONEO
$28.9M
$1.37M 0.26%
10,296
-23
-0.2% -$3.13K
XOM icon
55
ExxonMobil
XOM
$605B
$1.37M 0.26%
8,058
-1,384
-15% -$202K
SPTM icon
56
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.5B
$1.32M 0.25%
16,711
+143
+0.9% +$11.8K
BX icon
57
Blackstone
BX
$158B
$1.32M 0.25%
11,465
-3,376
-23% -$439K
DGRO icon
58
iShares Core Dividend Growth ETF
DGRO
$42.1B
$1.29M 0.25%
18,364
-6,556
-26% -$470K
RSP icon
59
Invesco S&P 500 Equal Weight ETF
RSP
$96.4B
$1.28M 0.24%
6,693
+101
+2% +$20K
VBR icon
60
Vanguard Small-Cap Value ETF
VBR
$37.1B
$1.25M 0.24%
5,756
-62
-1% -$13.9K
FALN icon
61
iShares Fallen Angels USD Bond ETF
FALN
$1.64B
$1.23M 0.24%
46,210
+975
+2% +$26.6K
SPYD icon
62
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.62B
$1.23M 0.23%
27,113
-1,178
-4% -$54.1K
MGK icon
63
Vanguard Mega Cap Growth ETF
MGK
$32.7B
$1.22M 0.23%
16,620
+120
+0.7% +$9.43K
PG icon
64
Procter & Gamble
PG
$353B
$1.19M 0.23%
8,261
+129
+2% +$19.6K
IBND icon
65
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$457M
$1.19M 0.23%
38,210
+1,207
+3% +$38.6K
SMLV icon
66
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$258M
$1.19M 0.23%
8,645
-14
-0.2% -$1.94K
VEU icon
67
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$1.15M 0.22%
15,303
+2,048
+15% +$159K
IWF icon
68
iShares Russell 1000 Growth ETF
IWF
$123B
$1.13M 0.21%
10,568
+4
+0% +$454
QTUM icon
69
Defiance Quantum ETF
QTUM
$5.35B
$1.11M 0.21%
10,341
+250
+2% +$28.6K
IWM icon
70
iShares Russell 2000 ETF
IWM
$82.2B
$1.1M 0.21%
4,455
+389
+10% +$100K
RTX icon
71
RTX Corp
RTX
$262B
$1.1M 0.21%
5,724
-79
-1% -$15.7K
SPTI icon
72
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.4B
$1.09M 0.21%
38,051
+860
+2% +$24.8K
RDVI icon
73
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.48B
$1.09M 0.21%
42,579
+435
+1% +$11.6K
VIG icon
74
Vanguard Dividend Appreciation ETF
VIG
$111B
$1.08M 0.21%
5,041
-2,638
-34% -$588K
HD icon
75
Home Depot
HD
$347B
$1.07M 0.2%
3,267
-4
-0.1% -$1.46K
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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OC
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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.