We are live on !
Find out more
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 |
KVUE
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 | |
|---|---|---|---|---|---|---|---|
151
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.9B
| $439K | 0.08% |
8,736
-4
| -0% | -$203 |
2020 Q4
23 quarters
|
|
152
Univest Financial
UVSP
$1.1B
| $430K | 0.08% |
10,500
| – | – |
2020 Q4
23 quarters
|
|
153
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$671M
| $428K | 0.08% |
3,481
-255
| -7% | -$33.6K |
2021 Q1
22 quarters
|
|
154
Amphenol
APH
$184B
| $416K | 0.07% |
4,930
-100
| -2% | -$8.06K |
2025 Q2
5 quarters
|
|
155
TJX Companies
TJX
$149B
| $410K | 0.07% |
3,097
-100
| -3% | -$14.4K |
2020 Q4
23 quarters
|
|
156
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.2B
| $401K | 0.07% |
2,303
-158
| -6% | -$29.2K |
2021 Q2
21 quarters
|
|
157
Booz Allen Hamilton
BAH
$10.2B
| $398K | 0.07% |
5,736
+213
| +4% | +$15.3K |
2020 Q4
23 quarters
|
|
158
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.2B
| $395K | 0.07% |
3,605
+2
| +0.1% | +$227 |
2020 Q4
23 quarters
|
|
159
Avantis US Equity ETF
AVUS
$14.3B
| $386K | 0.07% |
+3,010
| New | +$389K |
2026 Q3
0 quarters
|
|
160
Defiance Drone and Modern Warfare ETF
JEDI
$132M
| $378K | 0.07% |
15,075
+300
| +2% | +$7.93K |
2026 Q1
2 quarters
|
|
161
Public Service Enterprise Group
PEG
$36.2B
| $377K | 0.07% |
5,600
-26
| -0.5% | -$1.95K |
2020 Q4
23 quarters
|
|
162
Mastercard
MA
$569B
| $368K | 0.06% |
667
-88
| -12% | -$49.5K |
2020 Q4
23 quarters
|
|
163
Invesco DB Commodity Index Tracking Fund
DBC
$1.87B
| $366K | 0.06% |
11,313
| – | – |
2020 Q4
23 quarters
|
|
164
Oracle
ORCL
$362B
| $361K | 0.06% |
2,629
-176
| -6% | -$24.8K |
2022 Q4
15 quarters
|
|
165
iShares National Muni Bond ETF
MUB
$54.8B
| $360K | 0.06% |
3,565
| – | – |
2022 Q4
15 quarters
|
|
166
Verizon
VZ
$189B
| $356K | 0.06% |
7,756
-706
| -8% | -$33.2K |
2020 Q4
23 quarters
|
|
167
Clorox
CLX
$12.1B
| $351K | 0.06% |
4,327
+16
| +0.4% | +$1.54K |
2021 Q1
22 quarters
|
|
168
PepsiCo
PEP
$193B
| $349K | 0.06% |
2,758
-240
| -8% | -$33.1K |
2020 Q4
23 quarters
|
|
169
Vanguard Health Care ETF
VHT
$20.6B
| $349K | 0.06% |
1,105
-66
| -6% | -$20.7K |
2021 Q3
20 quarters
|
|
170
Distillate US Fundamental Stability & Value ETF
DSTL
$2.14B
| $337K | 0.06% |
5,271
+283
| +6% | +$18.7K |
2025 Q4
3 quarters
|
|
171
General Dynamics
GD
$95.7B
| $337K | 0.06% |
1,016
-39
| -4% | -$14.5K |
2020 Q4
23 quarters
|
|
172
State Street Industrial Select Sector SPDR ETF
XLI
$30.1B
| $333K | 0.06% |
1,996
-764
| -28% | -$136K |
2025 Q2
5 quarters
|
|
173
Chevron
CVX
$415B
| $331K | 0.06% |
1,620
-95
| -6% | -$18.7K |
2021 Q1
22 quarters
|
|
174
Coca-Cola
KO
$412B
| $323K | 0.06% |
3,755
-30
| -0.8% | -$2.6K |
2020 Q4
23 quarters
|
|
175
Vanguard FTSE Pacific ETF
VPL
$8B
| $322K | 0.06% |
2,783
-14
| -0.5% | -$1.59K |
2025 Q2
5 quarters
|
|
Similar funds
OCP
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.