We are live on ! Find out more
IA

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

Rank Stock Value
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

Rank Stock Value
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

Rank Sector Weight
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
BAC icon
76
Bank of America
BAC
$430B
$1.07M 0.2%
21,873
+48
+0.2% +$2.48K
BBIN icon
77
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.47B
$1.06M 0.2%
14,497
+27
+0.2% +$2.04K
HGRO
78
Hedgeye Quality Growth ETF
HGRO
$126M
$1.05M 0.2%
37,754
+9,180
+32% +$265K
AGGY icon
79
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$959M
$1.02M 0.19%
23,508
-181,329
-89% -$7.99M
SMH icon
80
VanEck Semiconductor ETF
SMH
$67.5B
$943K 0.18%
2,459
+81
+3% +$32.2K
SLV icon
81
iShares Silver Trust
SLV
$27.1B
$935K 0.18%
13,716
-3,220
-19% -$245K
AXP icon
82
American Express
AXP
$242B
$933K 0.18%
3,083
-2,507
-45% -$841K
CEG icon
83
Constellation Energy
CEG
$90.1B
$923K 0.18%
3,304
+2
+0.1% +$608
IJR icon
84
iShares Core S&P Small-Cap ETF
IJR
$110B
$921K 0.18%
7,409
-504
-6% -$64K
CAT icon
85
Caterpillar
CAT
$405B
$914K 0.17%
1,291
-19
-1% -$13.2K
SCHD icon
86
Schwab US Dividend Equity ETF
SCHD
$100B
$904K 0.17%
29,467
-180,046
-86% -$5.46M
AOA icon
87
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.17B
$849K 0.16%
9,589
+5
+0.1% +$455
MU icon
88
Micron Technology
MU
$959B
$841K 0.16%
2,489
+4
+0.2% +$1.57K
FV icon
89
First Trust Dorsey Wright Focus 5 ETF
FV
$3.62B
$838K 0.16%
13,868
-5
-0% -$323
PEG icon
90
Public Service Enterprise Group
PEG
$39.2B
$825K 0.16%
10,193
-6,820
-40% -$559K
FBND icon
91
Fidelity Total Bond ETF
FBND
$26.9B
$821K 0.16%
17,988
+291
+2% +$13.4K
VTI icon
92
Vanguard Total Stock Market ETF
VTI
$658B
$817K 0.16%
2,548
+338
+15% +$113K
SHAG icon
93
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$42.6M
$813K 0.15%
17,097
+435
+3% +$20.9K
PCAR icon
94
PACCAR
PCAR
$66.4B
$793K 0.15%
6,864
-92
-1% -$11.1K
PDBC icon
95
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.61B
$752K 0.14%
43,444
-1,431
-3% -$21.6K
XLE icon
96
State Street Energy Select Sector SPDR ETF
XLE
$38.2B
$752K 0.14%
12,272
-192
-2% -$10.3K
SPLB icon
97
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.17B
$747K 0.14%
33,597
+2,110
+7% +$47.7K
IJH icon
98
iShares Core S&P Mid-Cap ETF
IJH
$122B
$730K 0.14%
10,807
-53,043
-83% -$3.68M
LMT icon
99
Lockheed Martin
LMT
$117B
$725K 0.14%
1,199
+3
+0.3% +$1.85K
DE icon
100
Deere & Co
DE
$161B
$718K 0.14%
1,274
-19
-1% -$10.7K
2 3
4
5 6

Similar funds

FWM
Fonville Wealth Management Richmond, Virginia $525M AUM 16.61% 1-Year Est. Return
VWS
Virtus Wealth Solutions Cranford, New Jersey $525M AUM 96.86% 1-Year Est. Return
CAM
Columbia Asset Management Ann Arbor, Michigan $525M AUM 21.5% 1-Year Est. Return
DSC
Duncker Streett & Co St. Louis, Missouri $526M AUM 22.2% 1-Year Est. Return
DA
Drake & Associates Waukesha, Wisconsin $525M AUM 14.04% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return
OC
Oakmont Corp Los Angeles, California $526M AUM 7.52% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $527M AUM 16.8% 1-Year Est. Return

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.