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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
GS icon
126
Goldman Sachs
GS
$323B
$585K 0.11%
691
+1
+0.1% +$892
SCHG icon
127
Schwab US Large-Cap Growth ETF
SCHG
$59.7B
$548K 0.1%
18,804
-431
-2% -$13.4K
AIRR icon
128
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.5B
$543K 0.1%
+4,897
New +$554K
QHY
129
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$239M
$540K 0.1%
11,867
-33,348
-74% -$1.54M
ALB icon
130
Albemarle
ALB
$14.1B
$538K 0.1%
2,997
+306
+11% +$52.2K
IWD icon
131
iShares Russell 1000 Value ETF
IWD
$81.9B
$535K 0.1%
2,504
+5
+0.2% +$1.09K
VB icon
132
Vanguard Small-Cap ETF
VB
$79.7B
$524K 0.1%
2,002
+193
+11% +$52.2K
XLI icon
133
State Street Industrial Select Sector SPDR ETF
XLI
$33.3B
$524K 0.1%
3,242
+648
+25% +$109K
CRWD icon
134
CrowdStrike
CRWD
$207B
$517K 0.1%
5,296
+204
+4% +$21.6K
BND icon
135
Vanguard Total Bond Market
BND
$159B
$517K 0.1%
7,019
+2,222
+46% +$165K
TJX icon
136
TJX Companies
TJX
$171B
$514K 0.1%
3,219
-27
-0.8% -$4.21K
ONEY icon
137
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$739M
$509K 0.1%
4,241
-55
-1% -$6.67K
ABBV icon
138
AbbVie
ABBV
$449B
$503K 0.1%
2,315
+21
+0.9% +$4.66K
LGLV icon
139
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.18B
$499K 0.09%
2,801
-11
-0.4% -$2K
GBTC icon
140
Grayscale Bitcoin Trust
GBTC
$9.64B
$496K 0.09%
9,408
-10
-0.1% -$596
PEP icon
141
PepsiCo
PEP
$190B
$491K 0.09%
3,164
-2,262
-42% -$352K
VZ icon
142
Verizon
VZ
$183B
$488K 0.09%
9,726
-7,659
-44% -$355K
FTHI icon
143
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.36B
$465K 0.09%
20,257
+187
+0.9% +$4.41K
JEDI
144
Defiance Drone and Modern Warfare ETF
JEDI
$130M
$462K 0.09%
+18,075
New +$490K
SPMO icon
145
Invesco S&P 500 Momentum ETF
SPMO
$20.5B
$451K 0.09%
4,021
-97
-2% -$11.5K
EMB icon
146
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$437K 0.08%
4,651
+206
+5% +$19.8K
QGRW icon
147
WisdomTree US Quality Growth Fund
QGRW
$2.62B
$427K 0.08%
7,992
-267,029
-97% -$15.2M
BAH icon
148
Booz Allen Hamilton
BAH
$7.83B
$427K 0.08%
5,470
+39
+0.7% +$3.29K
IBM icon
149
IBM
IBM
$206B
$421K 0.08%
1,736
-3,519
-67% -$952K
QCOM icon
150
Qualcomm
QCOM
$180B
$420K 0.08%
3,258
-117
-3% -$17.1K
4 5
6
7 8

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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.