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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
HWM icon
176
Howmet Aerospace
HWM
$103B
$333K 0.06%
1,239
-6
-0.5% -$1.54K
VRT icon
177
Vertiv
VRT
$108B
$333K 0.06%
994
– –
GE icon
178
GE Aerospace
GE
$350B
$333K 0.06%
890
-47
-5% -$14.7K
USAI icon
179
Pacer American Energy Infrastructure ETF
USAI
$122M
$329K 0.06%
7,224
+29
+0.4% +$1.33K
VWO icon
180
Vanguard FTSE Emerging Markets ETF
VWO
$128B
$326K 0.06%
5,455
+611
+13% +$35.9K
UBER icon
181
Uber
UBER
$155B
$325K 0.06%
4,501
-584
-11% -$42.8K
VPL icon
182
Vanguard FTSE Pacific ETF
VPL
$8.79B
$324K 0.06%
2,797
+295
+12% +$32.6K
AKRE
183
Akre Focus ETF
AKRE
$5.3B
$323K 0.06%
6,066
– –
FEX icon
184
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.6B
$323K 0.06%
2,306
+3
+0.1% +$396
ECL icon
185
Ecolab
ECL
$78.3B
$319K 0.06%
1,146
-15
-1% -$3.95K
RH icon
186
RH
RH
$2.8B
$309K 0.05%
1,874
+10
+0.5% +$1.38K
KO icon
187
Coca-Cola
KO
$379B
$308K 0.05%
3,785
+48
+1% +$3.79K
BLK icon
188
Blackrock
BLK
$174B
$306K 0.05%
318
-15
-5% -$15.5K
DBC icon
189
Invesco DB Commodity Index Tracking Fund
DBC
$1.89B
$302K 0.05%
11,313
-6
-0.1% -$177
FDN icon
190
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.38B
$300K 0.05%
1,134
-42
-4% -$11.1K
DVY icon
191
iShares Select Dividend ETF
DVY
$23.9B
$300K 0.05%
1,917
-218
-10% -$33.6K
DSTL icon
192
Distillate US Fundamental Stability & Value ETF
DSTL
$2.09B
$299K 0.05%
4,988
+617
+14% +$36.6K
MTUM icon
193
iShares MSCI USA Momentum Factor ETF
MTUM
$24.7B
$295K 0.05%
+862
New +$257K
PTLC icon
194
Pacer Trendpilot US Large Cap ETF
PTLC
$3.36B
$291K 0.05%
5,001
– –
MO icon
195
Altria Group
MO
$115B
$289K 0.05%
4,011
-47
-1% -$3.28K
IJJ icon
196
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.87B
$288K 0.05%
1,949
+2
+0.1% +$283
ARKK icon
197
ARK Innovation ETF
ARKK
$6.44B
$287K 0.05%
3,555
-2
-0.1% -$153
CVX icon
198
Chevron
CVX
$409B
$284K 0.05%
1,715
-143
-8% -$26.6K
NEM icon
199
Newmont
NEM
$135B
$283K 0.05%
3,027
-164
-5% -$17.9K
ANET icon
200
Arista Networks
ANET
$244B
$280K 0.05%
+1,649
New +$259K
6 7
8
9 10

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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.