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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
(+0.2%)
Cap. Flow
-$7.13M
Cap. Flow % of AUM
Cap. Flow %
-1.25%
Top 10 Holdings %
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 |
Arin Tactical Tail Risk ETF
ATTR
|
+$17.4M |
| 2 |
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$1.84M |
| 3 |
Kenvue
KVUE
|
+$1.07M |
| 4 |
FT Vest Gold Strategy Target Income ETF
IGLD
|
+$945K |
| 5 |
Invesco NASDAQ 100 ETF
QQQM
|
+$513K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alpha Architect Tail Risk ETF
CAOS
|
+$21M |
| 2 |
Advanced Micro Devices
AMD
|
+$1.04M |
| 3 |
Apple
AAPL
|
+$1.01M |
| 4 |
Reliance Steel & Aluminium
RS
|
+$717K |
| 5 |
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 | |
|---|---|---|---|---|---|---|---|
51
State Street SPDR Russell 1000 Momentum Focus ETF
ONEO
$30.8M
| $1.49M | 0.26% |
10,073
+73
| +0.7% | +$11.2K |
2020 Q4
23 quarters
|
|
52
Schwab US Dividend Equity ETF
SCHD
$120B
| $1.48M | 0.26% |
45,397
+10,404
| +30% | +$351K |
2023 Q1
14 quarters
|
|
53
Vanguard Morningstar Mega Cap Growth ETF
MGK
$32.7B
| $1.46M | 0.26% |
15,736
-559
| -3% | -$49.9K |
2020 Q4
23 quarters
|
|
54
iShares Core Dividend Growth ETF
DGRO
$45.2B
| $1.45M | 0.26% |
19,269
-162
| -0.8% | -$12.7K |
2020 Q4
23 quarters
|
|
55
Invesco S&P 500 Equal Weight ETF
RSP
$100B
| $1.44M | 0.25% |
6,946
+197
| +3% | +$42.6K |
2023 Q2
13 quarters
|
|
56
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.53B
| $1.44M | 0.25% |
78,434
-5,288
| -6% | -$99.1K |
2023 Q1
14 quarters
|
|
57
JPMorgan Chase
JPM
$895B
| $1.36M | 0.24% |
4,101
-592
| -13% | -$207K |
2020 Q4
23 quarters
|
|
58
Walmart Inc
WMT
$980B
| $1.35M | 0.24% |
12,986
-1,091
| -8% | -$120K |
2020 Q4
23 quarters
|
|
59
iShares Russell 1000 Growth ETF
IWF
$120B
| $1.32M | 0.23% |
10,511
-54
| -0.5% | -$6.61K |
2020 Q4
23 quarters
|
|
60
Vanguard Morningstar Small-Cap Value ETF
VBR
$37B
| $1.31M | 0.23% |
5,690
-4
| -0.1% | -$976 |
2020 Q4
23 quarters
|
|
61
iShares Fallen Angels USD Bond ETF
FALN
$1.58B
| $1.3M | 0.23% |
50,217
+2,183
| +5% | +$58.6K |
2020 Q4
23 quarters
|
|
62
CrowdStrike
CRWD
$256B
| $1.28M | 0.23% |
4,840
-264
| -5% | -$56K |
2024 Q1
10 quarters
|
|
63
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$11B
| $1.28M | 0.22% |
46,868
+3,727
| +9% | +$104K |
2020 Q4
23 quarters
|
|
64
State Street Technology Select Sector SPDR ETF
XLK
$118B
| $1.28M | 0.22% |
6,529
+129
| +2% | +$23.8K |
2023 Q1
14 quarters
|
|
65
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.62B
| $1.27M | 0.22% |
27,889
+490
| +2% | +$24K |
2020 Q4
23 quarters
|
|
66
Vanguard FTSE All-World ex-US ETF
VEU
$66.2B
| $1.26M | 0.22% |
15,214
+213
| +1% | +$17.9K |
2020 Q4
23 quarters
|
|
67
Blackstone
BX
$94.6B
| $1.26M | 0.22% |
11,208
+47
| +0.4% | +$6.15K |
2020 Q4
23 quarters
|
|
68
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.78B
| $1.25M | 0.22% |
44,830
+2,023
| +5% | +$58.7K |
2023 Q1
14 quarters
|
|
69
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$439M
| $1.24M | 0.22% |
41,604
+1,766
| +4% | +$54.5K |
2020 Q4
23 quarters
|
|
70
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$251M
| $1.23M | 0.22% |
8,225
-100
| -1% | -$15.8K |
2020 Q4
23 quarters
|
|
71
Dow Inc
DOW
$25.1B
| $1.18M | 0.21% |
43,023
+400
| +0.9% | +$11.9K |
2026 Q2
1 quarter
|
|
72
Bank of America
BAC
$346B
| $1.18M | 0.21% |
21,737
-155
| -0.7% | -$9.44K |
2020 Q4
23 quarters
|
|
73
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.5B
| $1.15M | 0.2% |
14,784
+453
| +3% | +$36.1K |
2021 Q1
22 quarters
|
|
74
Hedgeye Quality Growth ETF
HGRO
$119M
| $1.12M | 0.2% |
37,204
+20
| +0.1% | +$610 |
2025 Q3
4 quarters
|
|
75
TSMC
TSM
$2.11T
| $1.1M | 0.19% |
2,402
-28
| -1% | -$11.9K |
2024 Q4
7 quarters
|
|
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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.