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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
XLE icon
126
State Street Energy Select Sector SPDR ETF
XLE
$41.7B
$607K 0.11%
11,422
-850
-7% -$48.6K
DES icon
127
WisdomTree US SmallCap Dividend Fund
DES
$2.19B
$603K 0.11%
14,832
-2,297
-13% -$88.5K
LMT icon
128
Lockheed Martin
LMT
$121B
$595K 0.1%
1,168
-31
-3% -$16.8K
CSCO icon
129
Cisco
CSCO
$430B
$586K 0.1%
4,986
-114
-2% -$11.9K
BND icon
130
Vanguard Total Bond Market
BND
$160B
$585K 0.1%
7,974
+955
+14% +$70.1K
ABBV icon
131
AbbVie
ABBV
$452B
$578K 0.1%
2,295
-20
-0.9% -$4.3K
SITE icon
132
SiteOne Landscape Supply
SITE
$4.41B
$577K 0.1%
5,045
– –
SPMO icon
133
Invesco S&P 500 Momentum ETF
SPMO
$22.4B
$574K 0.1%
3,551
-470
-12% -$66.3K
TE
134
T1 Energy
TE
$1.35B
$567K 0.1%
59,800
+22,800
+62% +$162K
GLW icon
135
Corning
GLW
$131B
$540K 0.1%
+2,113
New +$384K
QHY
136
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$246M
$537K 0.09%
11,722
-145
-1% -$6.67K
CWEN icon
137
Clearway Energy Class C
CWEN
$6.51B
$526K 0.09%
15,391
+46
+0.3% +$1.78K
VGK icon
138
Vanguard FTSE Europe ETF
VGK
$30.8B
$515K 0.09%
5,819
+938
+19% +$82.1K
XLI icon
139
State Street Industrial Select Sector SPDR ETF
XLI
$32.2B
$511K 0.09%
2,760
-482
-15% -$83.8K
QCOM icon
140
Qualcomm
QCOM
$180B
$503K 0.09%
2,721
-537
-16% -$100K
IVE icon
141
iShares S&P 500 Value ETF
IVE
$50.1B
$499K 0.09%
2,198
-903
-29% -$202K
MRVL icon
142
Marvell Technology
MRVL
$200B
$496K 0.09%
+1,663
New +$333K
MOG.A icon
143
Moog Inc Class A
MOG.A
$11.8B
$488K 0.09%
1,150
– –
FTHI icon
144
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.5B
$488K 0.09%
20,440
+183
+0.9% +$4.34K
TJX icon
145
TJX Companies
TJX
$146B
$484K 0.09%
3,197
-22
-0.7% -$3.48K
ONEY icon
146
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$680M
$479K 0.08%
3,736
-505
-12% -$63.7K
IBIT icon
147
iShares Bitcoin Trust
IBIT
$61.6B
$475K 0.08%
14,258
-2,872
-17% -$117K
UVSP icon
148
Univest Financial
UVSP
$1.17B
$459K 0.08%
10,500
-250
-2% -$9.79K
PEG icon
149
Public Service Enterprise Group
PEG
$36.7B
$457K 0.08%
5,626
-4,567
-45% -$365K
EMB icon
150
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$456K 0.08%
4,732
+81
+2% +$7.76K
4 5
6
7 8

Similar funds

CA
Crossingbridge Advisors Pleasantville, New York $567M AUM 0.34% 1-Year Est. Return
WC
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CWA
Clarity Wealth Advisors San Jose, California $567M AUM 27.85% 1-Year Est. Return
HCM
Horiko Capital Management New York $568M AUM 114.24% 1-Year Est. Return
PC
Panview Capital Hong Kong $568M AUM 92.27% 1-Year Est. Return
SPP
Single Point Partners Boston, Massachusetts $568M AUM 19.02% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
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.