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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
VIG icon
76
Vanguard Dividend Appreciation ETF
VIG
$113B
$1.16M 0.2%
4,912
-129
-3% -$29.6K
TSM icon
77
TSMC
TSM
$2.22T
$1.16M 0.2%
2,430
+580
+31% +$235K
BBIN icon
78
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.83B
$1.12M 0.2%
14,331
-166
-1% -$12.9K
SCHD icon
79
Schwab US Dividend Equity ETF
SCHD
$112B
$1.11M 0.2%
34,993
+5,526
+19% +$175K
RTX icon
80
RTX Corp
RTX
$271B
$1.09M 0.19%
5,750
+26
+0.5% +$4.77K
HD icon
81
Home Depot
HD
$320B
$1.09M 0.19%
3,090
-177
-5% -$57.6K
IJR icon
82
iShares Core S&P Small-Cap ETF
IJR
$110B
$1.07M 0.19%
7,240
-169
-2% -$23.2K
FV icon
83
First Trust Dorsey Wright Focus 5 ETF
FV
$3.81B
$1.02M 0.18%
13,492
-376
-3% -$25.9K
PHYS icon
84
Sprott Physical Gold
PHYS
$15.9B
$986K 0.17%
32,674
-12,840
-28% -$438K
CRWD icon
85
CrowdStrike
CRWD
$218B
$974K 0.17%
5,104
-192
-4% -$27.3K
AXP icon
86
American Express
AXP
$221B
$963K 0.17%
2,848
-235
-8% -$75.2K
VTI icon
87
Vanguard Morningstar Total Stock Market ETF
VTI
$688B
$950K 0.17%
2,568
+20
+0.8% +$7.15K
XOM icon
88
ExxonMobil
XOM
$659B
$944K 0.17%
6,904
-1,154
-14% -$173K
SHAG icon
89
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$47M
$917K 0.16%
19,378
+2,281
+13% +$108K
C icon
90
Citigroup
C
$230B
$867K 0.15%
6,197
+22
+0.4% +$2.86K
AOA icon
91
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.31B
$850K 0.15%
8,706
-883
-9% -$84.2K
FBND icon
92
Fidelity Total Bond ETF
FBND
$28.1B
$827K 0.15%
18,188
+200
+1% +$9.12K
PCAR icon
93
PACCAR
PCAR
$65.6B
$824K 0.15%
6,864
– –
PFIG icon
94
Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
$124M
$808K 0.14%
33,772
+4,230
+14% +$101K
CEG icon
95
Constellation Energy
CEG
$105B
$789K 0.14%
3,177
-127
-4% -$35.8K
GRID
96
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.8B
$784K 0.14%
4,091
+1,628
+66% +$306K
AGGY icon
97
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$907M
$762K 0.13%
17,536
-5,972
-25% -$260K
ETN icon
98
Eaton
ETN
$158B
$760K 0.13%
1,783
+11
+0.6% +$4.44K
USRT icon
99
iShares Core US REIT ETF
USRT
$4.59B
$735K 0.13%
11,060
+10
+0.1% +$644
GS icon
100
Goldman Sachs
GS
$301B
$729K 0.13%
720
+29
+4% +$28.3K
2 3
4
5 6

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CA
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WC
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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.