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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
RS icon
101
Reliance Steel & Aluminium
RS
$20.6B
$717K 0.13%
1,920
-196
-9% -$71.7K
XLG icon
102
Invesco S&P 500 Top 50 ETF
XLG
$11.2B
$712K 0.13%
11,629
+281
+2% +$17.2K
SLYV icon
103
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.03B
$709K 0.12%
6,496
-168
-3% -$17.3K
XLY icon
104
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.4B
$706K 0.12%
6,018
-239
-4% -$27.9K
VYM icon
105
Vanguard High Dividend Yield ETF
VYM
$82.9B
$704K 0.12%
4,457
-214
-5% -$33.4K
SCHG icon
106
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
$704K 0.12%
20,792
+1,988
+11% +$65.9K
VEA icon
107
Vanguard FTSE Developed Markets ETF
VEA
$240B
$700K 0.12%
9,828
+530
+6% +$36.9K
IJH icon
108
iShares Core S&P Mid-Cap ETF
IJH
$126B
$694K 0.12%
9,004
-1,803
-17% -$132K
SPLB icon
109
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.23B
$689K 0.12%
30,744
-2,853
-8% -$63.7K
AIRR icon
110
First Trust RBA American Industrial Renaissance ETF
AIRR
$9.47B
$673K 0.12%
5,053
+156
+3% +$19.7K
AMGN icon
111
Amgen
AMGN
$236B
$672K 0.12%
1,857
-23
-1% -$7.87K
MDYV icon
112
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.84B
$668K 0.12%
7,043
+100
+1% +$9.1K
ELM
113
Elm Market Navigator ETF
ELM
$600M
$667K 0.12%
22,769
+7,504
+49% +$216K
FTHY
114
First Trust High Yield Opportunities 2027 Term Fund
FTHY
$487M
$659K 0.12%
48,135
-131
-0.3% -$1.77K
AMAT icon
115
Applied Materials
AMAT
$359B
$640K 0.11%
886
+144
+19% +$66.4K
SLV icon
116
iShares Silver Trust
SLV
$32.1B
$635K 0.11%
11,873
-1,843
-13% -$122K
PDBC icon
117
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$7.35B
$632K 0.11%
39,779
-3,665
-8% -$64.3K
V icon
118
Visa
V
$701B
$627K 0.11%
1,826
-276
-13% -$88.6K
IBM icon
119
IBM
IBM
$221B
$625K 0.11%
2,222
+486
+28% +$122K
DE icon
120
Deere & Co
DE
$187B
$621K 0.11%
979
-295
-23% -$171K
LRCX icon
121
Lam Research
LRCX
$380B
$620K 0.11%
1,430
-130
-8% -$39.5K
VB icon
122
Vanguard Morningstar Small-Cap ETF
VB
$81.1B
$610K 0.11%
2,014
+12
+0.6% +$3.44K
EFA icon
123
iShares MSCI EAFE ETF
EFA
$80B
$609K 0.11%
5,862
-167
-3% -$17.2K
IWD icon
124
iShares Russell 1000 Value ETF
IWD
$84.2B
$608K 0.11%
2,507
+3
+0.1% +$699
MCD icon
125
McDonald's
MCD
$182B
$608K 0.11%
2,247
-38
-2% -$10.9K
3 4
5
6 7

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CA
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WC
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CWA
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HCM
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PC
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SPP
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CIM
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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.