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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
XLV icon
151
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
$419K 0.08%
2,858
+6
+0.2% +$926
MA icon
152
Mastercard
MA
$487B
$417K 0.08%
836
+1
+0.1% +$527
ELM
153
Elm Market Navigator ETF
ELM
$573M
$414K 0.08%
+15,265
New +$425K
MUB icon
154
iShares National Muni Bond ETF
MUB
$45.5B
$409K 0.08%
3,850
-26
-0.7% -$2.8K
SPEM icon
155
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.9B
$408K 0.08%
8,690
+45
+0.5% +$2.19K
FXH icon
156
First Trust Health Care AlphaDEX Fund
FXH
$994M
$407K 0.08%
3,709
+4
+0.1% +$454
GRID
157
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.3B
$403K 0.08%
2,463
+256
+12% +$42.6K
VGK icon
158
Vanguard FTSE Europe ETF
VGK
$30B
$402K 0.08%
4,881
+880
+22% +$75.7K
CSCO icon
159
Cisco
CSCO
$432B
$396K 0.08%
5,100
+9
+0.2% +$705
CVX icon
160
Chevron
CVX
$366B
$384K 0.07%
1,858
+9
+0.5% +$1.64K
EXC icon
161
Exelon
EXC
$47.9B
$384K 0.07%
7,834
-10
-0.1% -$465
EFAX icon
162
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$493M
$376K 0.07%
7,561
+105
+1% +$5.46K
UVSP icon
163
Univest Financial
UVSP
$1.26B
$368K 0.07%
10,750
-1,000
-9% -$33.8K
UBER icon
164
Uber
UBER
$151B
$366K 0.07%
5,085
-511
-9% -$39.3K
GD icon
165
General Dynamics
GD
$99.7B
$366K 0.07%
1,065
-525
-33% -$186K
IJK icon
166
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$362K 0.07%
3,600
– –
IHDG icon
167
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.19B
$356K 0.07%
7,398
-1,065
-13% -$53.2K
ORCL icon
168
Oracle
ORCL
$358B
$352K 0.07%
2,389
-737
-24% -$120K
NEM icon
169
Newmont
NEM
$97B
$345K 0.07%
3,191
-18
-0.6% -$2.08K
USAI icon
170
Pacer American Energy Infrastructure ETF
USAI
$118M
$338K 0.06%
7,195
+30
+0.4% +$1.3K
MOG.A icon
171
Moog Inc Class A
MOG.A
$12.1B
$336K 0.06%
1,150
+2
+0.2% +$612
CLX icon
172
Clorox
CLX
$11.9B
$334K 0.06%
3,222
+59
+2% +$6.69K
LRCX icon
173
Lam Research
LRCX
$401B
$333K 0.06%
1,560
-151
-9% -$33.8K
DBC icon
174
Invesco DB Commodity Index Tracking Fund
DBC
$1.67B
$328K 0.06%
11,319
– –
APH icon
175
Amphenol
APH
$188B
$326K 0.06%
2,579
-18
-0.7% -$2.53K
5 6
7
8 9

Similar funds

FWM
Fonville Wealth Management Richmond, Virginia $525M AUM 16.61% 1-Year Est. Return
VWS
Virtus Wealth Solutions Cranford, New Jersey $525M AUM 96.86% 1-Year Est. Return
CAM
Columbia Asset Management Ann Arbor, Michigan $525M AUM 21.5% 1-Year Est. Return
DSC
Duncker Streett & Co St. Louis, Missouri $526M AUM 22.2% 1-Year Est. Return
DA
Drake & Associates Waukesha, Wisconsin $525M AUM 14.04% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return
OC
Oakmont Corp Los Angeles, California $526M AUM 7.52% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $527M AUM 16.8% 1-Year Est. Return

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.