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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 |
KVUE
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 | |
|---|---|---|---|---|---|---|---|
101
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$7.52B
| $757K | 0.13% |
39,216
-563
| -1% | -$10.2K |
2021 Q3
20 quarters
|
|
102
PACCAR
PCAR
$53.7B
| $752K | 0.13% |
6,844
-20
| -0.3% | -$2.5K |
2022 Q4
15 quarters
|
|
103
Vanguard FTSE Developed Markets ETF
VEA
$223B
| $721K | 0.13% |
10,207
+379
| +4% | +$27.2K |
2020 Q4
23 quarters
|
|
104
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$10.4B
| $709K | 0.12% |
4,003
-88
| -2% | -$15.9K |
2025 Q3
4 quarters
|
|
105
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$898M
| $702K | 0.12% |
17,036
-500
| -3% | -$21.3K |
2020 Q4
23 quarters
|
|
106
iShares Core US REIT ETF
USRT
$4.38B
| $690K | 0.12% |
11,210
+150
| +1% | +$9.9K |
2020 Q4
23 quarters
|
|
107
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.9B
| $684K | 0.12% |
6,697
+201
| +3% | +$21.8K |
2020 Q4
23 quarters
|
|
108
Vanguard High Dividend Yield ETF
VYM
$81B
| $664K | 0.12% |
4,279
-178
| -4% | -$28.9K |
2020 Q4
23 quarters
|
|
109
VanEck Semiconductor ETF
SMH
$59.4B
| $664K | 0.12% |
1,090
-999
| -48% | -$572K |
2023 Q4
11 quarters
|
|
110
State Street Energy Select Sector SPDR ETF
XLE
$40.6B
| $662K | 0.12% |
10,759
-663
| -6% | -$40.2K |
2021 Q3
20 quarters
|
|
111
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.77B
| $648K | 0.11% |
7,320
+277
| +4% | +$26.1K |
2020 Q4
23 quarters
|
|
112
iShares Silver Trust
SLV
$25.2B
| $647K | 0.11% |
11,868
-5
| -0% | -$283 |
2022 Q4
15 quarters
|
|
113
iShares Bitcoin Trust
IBIT
$61.7B
| $643K | 0.11% |
13,587
-671
| -5% | -$27.1K |
2024 Q3
8 quarters
|
|
114
iShares Core S&P Mid-Cap ETF
IJH
$121B
| $637K | 0.11% |
8,850
-154
| -2% | -$11.6K |
2020 Q4
23 quarters
|
|
115
State Street SPDR Portfolio Long Term Corporate Bond Index ETF
SPLB
$1.19B
| $622K | 0.11% |
30,539
-205
| -0.7% | -$4.39K |
2020 Q4
23 quarters
|
|
116
Goldman Sachs
GS
$250B
| $619K | 0.11% |
688
-32
| -4% | -$32.7K |
2023 Q4
11 quarters
|
|
117
iShares Russell 1000 Value ETF
IWD
$82.7B
| $614K | 0.11% |
2,478
-29
| -1% | -$7.33K |
2020 Q4
23 quarters
|
|
118
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.8B
| $611K | 0.11% |
5,618
-400
| -7% | -$46K |
2020 Q4
23 quarters
|
|
119
IBM
IBM
$232B
| $609K | 0.11% |
2,771
+549
| +25% | +$130K |
2020 Q4
23 quarters
|
|
120
iShares MSCI EAFE ETF
EFA
$75.6B
| $609K | 0.11% |
5,862
| – | – |
2023 Q2
13 quarters
|
|
121
Grayscale Bitcoin Trust
GBTC
$11.3B
| $607K | 0.11% |
9,397
| – | – |
2024 Q1
10 quarters
|
|
122
Deere & Co
DE
$181B
| $600K | 0.11% |
893
-86
| -9% | -$54.7K |
2020 Q4
23 quarters
|
|
123
Lockheed Martin
LMT
$131B
| $592K | 0.1% |
1,162
-6
| -0.5% | -$3.3K |
2022 Q4
15 quarters
|
|
124
AbbVie
ABBV
$515B
| $584K | 0.1% |
2,234
-61
| -3% | -$15.6K |
2020 Q4
23 quarters
|
|
125
Visa
V
$789B
| $583K | 0.1% |
1,621
-205
| -11% | -$74.9K |
2020 Q4
23 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.