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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

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

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

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
MCD icon
101
McDonald's
MCD
$190B
$710K 0.14%
2,285
-202
-8% -$64.4K
PFIG icon
102
Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
$116M
$710K 0.14%
29,542
+619
+2% +$15K
C icon
103
Citigroup
C
$217B
$700K 0.13%
6,175
-121
-2% -$13.8K
VYM icon
104
Vanguard High Dividend Yield ETF
VYM
$80B
$692K 0.13%
4,671
-1,650
-26% -$248K
XLY icon
105
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.3B
$682K 0.13%
6,257
+186
+3% +$21.7K
XLK icon
106
State Street Technology Select Sector SPDR ETF
XLK
$114B
$682K 0.13%
5,131
+264
+5% +$37.2K
SITE icon
107
SiteOne Landscape Supply
SITE
$4.6B
$672K 0.13%
5,045
-52
-1% -$7.35K
DGRW icon
108
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$668K 0.13%
7,603
-166,882
-96% -$15.2M
AMGN icon
109
Amgen
AMGN
$198B
$661K 0.13%
1,880
-1
-0.1% -$356
IBIT icon
110
iShares Bitcoin Trust
IBIT
$47B
$658K 0.13%
17,130
+1,727
+11% +$74.8K
IVE icon
111
iShares S&P 500 Value ETF
IVE
$48.8B
$655K 0.12%
3,101
-7,047
-69% -$1.53M
USRT icon
112
iShares Core US REIT ETF
USRT
$4.63B
$654K 0.12%
11,050
+184
+2% +$11.1K
FTHY
113
First Trust High Yield Opportunities 2027 Term Fund
FTHY
$500M
$653K 0.12%
48,266
-7,094
-13% -$98.5K
RS icon
114
Reliance Steel & Aluminium
RS
$20.2B
$643K 0.12%
2,116
– –
V icon
115
Visa
V
$682B
$635K 0.12%
2,102
+9
+0.4% +$2.89K
ETN icon
116
Eaton
ETN
$155B
$634K 0.12%
1,772
+21
+1% +$7.47K
SLYV icon
117
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.92B
$630K 0.12%
6,664
+56
+0.8% +$5.41K
TSM icon
118
TSMC
TSM
$2.07T
$625K 0.12%
1,850
+120
+7% +$41.3K
SPDW icon
119
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.6B
$621K 0.12%
13,597
-137,122
-91% -$6.43M
XLG icon
120
Invesco S&P 500 Top 50 ETF
XLG
$10.6B
$619K 0.12%
11,348
+398
+4% +$22.9K
DES icon
121
WisdomTree US SmallCap Dividend Fund
DES
$2.2B
$616K 0.12%
17,129
-146
-0.8% -$5.26K
CWEN icon
122
Clearway Energy Class C
CWEN
$5.2B
$603K 0.11%
15,345
-156
-1% -$5.83K
VEA icon
123
Vanguard FTSE Developed Markets ETF
VEA
$226B
$596K 0.11%
9,298
+33
+0.4% +$2.18K
MDYV icon
124
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.75B
$591K 0.11%
6,943
+60
+0.9% +$5.29K
EFA icon
125
iShares MSCI EAFE ETF
EFA
$76.5B
$586K 0.11%
6,029
+1,794
+42% +$179K
3 4
5
6 7

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VWS
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CAM
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DSC
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DA
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VU
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OC
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VP
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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.