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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
SPEM icon
151
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$18B
$456K 0.08%
8,807
+117
+1% +$5.98K
LGLV icon
152
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.22B
$447K 0.08%
2,461
-340
-12% -$61.1K
XLV icon
153
State Street Health Care Select Sector SPDR ETF
XLV
$44.2B
$445K 0.08%
2,803
-55
-2% -$8.18K
APH icon
154
Amphenol
APH
$204B
$443K 0.08%
5,030
-128
-2% -$9.23K
SPDW icon
155
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42.5B
$440K 0.08%
8,740
-4,857
-36% -$241K
FXH icon
156
First Trust Health Care AlphaDEX Fund
FXH
$1.16B
$440K 0.08%
3,591
-118
-3% -$13.5K
EFAX icon
157
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$515M
$438K 0.08%
8,085
+524
+7% +$27.8K
JEDI
158
Defiance Drone and Modern Warfare ETF
JEDI
$176M
$429K 0.08%
14,775
-3,300
-18% -$102K
GBTC icon
159
Grayscale Bitcoin Trust
GBTC
$11.9B
$428K 0.08%
9,397
-11
-0.1% -$613
IJK icon
160
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$423K 0.07%
3,603
+3
+0.1% +$333
CLX icon
161
Clorox
CLX
$11.4B
$411K 0.07%
4,311
+1,089
+34% +$105K
ORCL icon
162
Oracle
ORCL
$454B
$411K 0.07%
2,805
+416
+17% +$75.4K
PEP icon
163
PepsiCo
PEP
$189B
$406K 0.07%
2,998
-166
-5% -$24.8K
DELL icon
164
Dell
DELL
$336B
$391K 0.07%
+906
New +$262K
MA icon
165
Mastercard
MA
$509B
$388K 0.07%
755
-81
-10% -$40.4K
MUB icon
166
iShares National Muni Bond ETF
MUB
$45B
$384K 0.07%
3,565
-285
-7% -$30.5K
GD icon
167
General Dynamics
GD
$97.3B
$374K 0.07%
1,055
-10
-0.9% -$3.42K
SPCX
168
SpaceX
SPCX
$1.96T
$371K 0.07%
+2,174
New +$369K
EXC icon
169
Exelon
EXC
$45.4B
$365K 0.06%
7,834
– –
VZ icon
170
Verizon
VZ
$209B
$358K 0.06%
8,462
-1,264
-13% -$59.3K
VHT icon
171
Vanguard Health Care ETF
VHT
$19.4B
$350K 0.06%
1,171
+1
+0.1% +$278
IHDG icon
172
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.17B
$342K 0.06%
6,527
-871
-12% -$44.2K
NBIS
173
Nebius Group N.V.
NBIS
$58.8B
$342K 0.06%
1,237
-804
-39% -$159K
BAH icon
174
Booz Allen Hamilton
BAH
$8.87B
$335K 0.06%
5,523
+53
+1% +$4.05K
PM icon
175
Philip Morris
PM
$287B
$334K 0.06%
1,848
-8
-0.4% -$1.39K
5 6
7
8 9

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WC
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CWA
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HCM
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PC
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SPP
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CIM
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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.