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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 |
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 | |
|---|---|---|---|---|---|---|---|
126
Vanguard Total Bond Market
BND
$166B
| $563K | 0.1% |
8,019
+45
| +0.6% | +$3.24K |
2020 Q4
23 quarters
|
|
127
First Trust High Yield Opportunities 2027 Term Fund
FTHY
$478M
| $559K | 0.1% |
43,477
-4,658
| -10% | -$62.2K |
2022 Q4
15 quarters
|
|
128
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$249M
| $552K | 0.1% |
12,485
+763
| +7% | +$34.8K |
2024 Q1
10 quarters
|
|
129
First Trust RBA American Industrial Renaissance ETF
AIRR
$8.31B
| $547K | 0.1% |
5,298
+245
| +5% | +$28.3K |
2026 Q1
2 quarters
|
|
130
Vanguard Morningstar Small-Cap ETF
VB
$79.3B
| $542K | 0.1% |
1,906
-108
| -5% | -$32.2K |
2020 Q4
23 quarters
|
|
131
Cisco
CSCO
$388B
| $532K | 0.09% |
4,945
-41
| -0.8% | -$4.62K |
2020 Q4
23 quarters
|
|
|
132
Invesco NASDAQ 100 ETF
QQQM
$104B
| $531K | 0.09% |
+1,742
| New | +$513K |
2026 Q3
0 quarters
|
|
133
WisdomTree US SmallCap Dividend Fund
DES
$2.12B
| $518K | 0.09% |
13,659
-1,173
| -8% | -$47.2K |
2020 Q4
23 quarters
|
|
134
McDonald's
MCD
$199B
| $511K | 0.09% |
2,213
-34
| -2% | -$8.95K |
2020 Q4
23 quarters
|
|
135
iShares S&P 500 Value ETF
IVE
$51.2B
| $500K | 0.09% |
2,191
-7
| -0.3% | -$1.64K |
2020 Q4
23 quarters
|
|
136
Invesco S&P 500 Momentum ETF
SPMO
$20.3B
| $499K | 0.09% |
3,291
-260
| -7% | -$38.7K |
2020 Q4
23 quarters
|
|
137
Dell
DELL
$210B
| $493K | 0.09% |
916
+10
| +1% | +$4.7K |
2026 Q2
1 quarter
|
|
138
SpaceX
SPCX
$1.92T
| $483K | 0.09% |
3,203
+1,029
| +47% | +$142K |
2026 Q2
1 quarter
|
|
139
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.51B
| $475K | 0.08% |
20,136
-304
| -1% | -$7.25K |
2020 Q4
23 quarters
|
|
140
First Trust Health Care AlphaDEX Fund
FXH
$1.17B
| $470K | 0.08% |
3,596
+5
| +0.1% | +$647 |
2021 Q1
22 quarters
|
|
141
Qualcomm
QCOM
$183B
| $465K | 0.08% |
2,524
-197
| -7% | -$34.1K |
2020 Q4
23 quarters
|
|
142
Marvell Technology
MRVL
$138B
| $463K | 0.08% |
1,752
+89
| +5% | +$20K |
2026 Q2
1 quarter
|
|
143
Lam Research
LRCX
$278B
| $462K | 0.08% |
1,405
-25
| -2% | -$7.81K |
2023 Q1
14 quarters
|
|
144
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$487M
| $460K | 0.08% |
8,596
+511
| +6% | +$28K |
2022 Q4
15 quarters
|
|
145
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.3B
| $458K | 0.08% |
8,859
+52
| +0.6% | +$2.7K |
2020 Q4
23 quarters
|
|
146
SiteOne Landscape Supply
SITE
$5B
| $456K | 0.08% |
5,045
| – | – |
2020 Q4
23 quarters
|
|
147
State Street Health Care Select Sector SPDR ETF
XLV
$50.8B
| $453K | 0.08% |
2,688
-115
| -4% | -$19.2K |
2020 Q4
23 quarters
|
|
148
Clearway Energy Class C
CWEN
$4.18B
| $445K | 0.08% |
15,218
-173
| -1% | -$5.57K |
2020 Q4
23 quarters
|
|
149
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.7B
| $441K | 0.08% |
4,857
+125
| +3% | +$11.8K |
2020 Q4
23 quarters
|
|
150
Moog Inc Class A
MOG.A
$10.9B
| $439K | 0.08% |
1,151
+1
| +0.1% | +$393 |
2024 Q1
10 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.