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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 | |
|---|---|---|---|---|---|---|---|
76
Caterpillar
CAT
$286B
| $1.08M | 0.19% |
1,331
+33
| +3% | +$28K |
2020 Q4
23 quarters
|
|
77
Procter & Gamble
PG
$374B
| $1.08M | 0.19% |
7,409
-609
| -8% | -$89.2K |
2020 Q4
23 quarters
|
|
78
RTX Corp
RTX
$270B
| $1.07M | 0.19% |
5,765
+15
| +0.3% | +$3.07K |
2021 Q4
19 quarters
|
|
79
ExxonMobil
XOM
$764B
| $1.06M | 0.19% |
6,506
-398
| -6% | -$62.2K |
2020 Q4
23 quarters
|
|
80
Vanguard Dividend Appreciation ETF
VIG
$116B
| $1.05M | 0.19% |
4,511
-401
| -8% | -$96.3K |
2020 Q4
23 quarters
|
|
|
81
Kenvue
KVUE
$37.1B
| $1M | 0.18% |
+56,776
| New | +$1.07M |
2026 Q3
0 quarters
|
|
82
Sprott Physical Gold
PHYS
$13.9B
| $994K | 0.18% |
31,802
-872
| -3% | -$28.1K |
2022 Q4
15 quarters
|
|
83
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$74.7M
| $977K | 0.17% |
21,072
+1,694
| +9% | +$79.8K |
2020 Q4
23 quarters
|
|
84
First Trust Dorsey Wright Focus 5 ETF
FV
$3.91B
| $976K | 0.17% |
13,298
-194
| -1% | -$14K |
2021 Q2
21 quarters
|
|
85
iShares Core S&P Small-Cap ETF
IJR
$105B
| $972K | 0.17% |
7,145
-95
| -1% | -$13.7K |
2020 Q4
23 quarters
|
|
86
Schwab US Large-Cap Growth ETF
SCHG
$61.6B
| $964K | 0.17% |
26,820
+6,028
| +29% | +$211K |
2021 Q1
22 quarters
|
|
87
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
| $942K | 0.17% |
2,516
-52
| -2% | -$19.5K |
2021 Q2
21 quarters
|
|
88
Vanguard FTSE Europe ETF
VGK
$29.9B
| $892K | 0.16% |
10,280
+4,461
| +77% | +$402K |
2025 Q1
6 quarters
|
|
89
Home Depot
HD
$328B
| $866K | 0.15% |
3,044
-46
| -1% | -$15.1K |
2020 Q4
23 quarters
|
|
90
Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
$128M
| $841K | 0.15% |
36,474
+2,702
| +8% | +$63.8K |
2020 Q4
23 quarters
|
|
91
iShares Russell 2000 ETF
IWM
$74.9B
| $838K | 0.15% |
3,014
-1,014
| -25% | -$298K |
2020 Q4
23 quarters
|
|
92
Invesco S&P 500 Top 50 ETF
XLG
$11.6B
| $830K | 0.15% |
13,054
+1,425
| +12% | +$88.6K |
2024 Q2
9 quarters
|
|
93
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.31B
| $807K | 0.14% |
8,294
-412
| -5% | -$40.4K |
2020 Q4
23 quarters
|
|
94
Amgen
AMGN
$252B
| $783K | 0.14% |
1,859
+2
| +0.1% | +$797 |
2020 Q4
23 quarters
|
|
95
Fidelity Total Bond ETF
FBND
$28.5B
| $772K | 0.14% |
17,833
-355
| -2% | -$15.9K |
2024 Q2
9 quarters
|
|
96
Citigroup
C
$203B
| $770K | 0.14% |
5,944
-253
| -4% | -$34.1K |
2020 Q4
23 quarters
|
|
97
American Express
AXP
$214B
| $769K | 0.14% |
2,529
-319
| -11% | -$107K |
2020 Q4
23 quarters
|
|
98
Constellation Energy
CEG
$93B
| $764K | 0.13% |
3,006
-171
| -5% | -$45.7K |
2022 Q3
16 quarters
|
|
99
Eaton
ETN
$144B
| $762K | 0.13% |
1,774
-9
| -0.5% | -$3.76K |
2021 Q1
22 quarters
|
|
100
Elm Market Navigator ETF
ELM
$589M
| $759K | 0.13% |
25,988
+3,219
| +14% | +$94.7K |
2026 Q1
2 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.