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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 | |
|---|---|---|---|---|---|---|---|
176
Applied Materials
AMAT
$264B
| $322K | 0.06% |
630
-256
| -29% | -$130K |
2026 Q1
2 quarters
|
|
177
Corning
GLW
$91.4B
| $322K | 0.06% |
2,091
-22
| -1% | -$3.5K |
2026 Q2
1 quarter
|
|
178
Philip Morris
PM
$308B
| $318K | 0.06% |
1,668
-180
| -10% | -$34K |
2021 Q1
22 quarters
|
|
179
Exelon
EXC
$47.2B
| $316K | 0.06% |
7,834
| – | – |
2020 Q4
23 quarters
|
|
180
Newmont
NEM
$126B
| $316K | 0.06% |
2,742
-285
| -9% | -$31.9K |
2025 Q3
4 quarters
|
|
181
Ecolab
ECL
$84.3B
| $315K | 0.06% |
1,146
| – | – |
2023 Q4
11 quarters
|
|
182
Pacer American Energy Infrastructure ETF
USAI
$118M
| $315K | 0.06% |
7,253
+29
| +0.4% | +$1.35K |
2024 Q1
10 quarters
|
|
183
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.05B
| $314K | 0.06% |
6,049
-478
| -7% | -$25.2K |
2020 Q4
23 quarters
|
|
184
Vanguard FTSE Emerging Markets ETF
VWO
$117B
| $310K | 0.05% |
5,220
-235
| -4% | -$14K |
2020 Q4
23 quarters
|
|
185
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.73B
| $309K | 0.05% |
1,072
-62
| -5% | -$17.5K |
2023 Q4
11 quarters
|
|
186
ARK Innovation ETF
ARKK
$5.86B
| $308K | 0.05% |
3,452
-103
| -3% | -$8.42K |
2020 Q4
23 quarters
|
|
187
GE Vernova
GEV
$205B
| $307K | 0.05% |
+323
| New | +$320K |
2026 Q3
0 quarters
|
|
188
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.55B
| $306K | 0.05% |
2,311
+5
| +0.2% | +$686 |
2023 Q4
11 quarters
|
|
189
Arista Networks
ANET
$216B
| $303K | 0.05% |
1,486
-163
| -10% | -$30.7K |
2026 Q2
1 quarter
|
|
190
Blackrock
BLK
$182B
| $297K | 0.05% |
281
-37
| -12% | -$40.4K |
2024 Q4
7 quarters
|
|
191
Uber
UBER
$140B
| $291K | 0.05% |
4,252
-249
| -6% | -$18.2K |
2023 Q2
13 quarters
|
|
192
iShares Select Dividend ETF
DVY
$23.3B
| $290K | 0.05% |
1,909
-8
| -0.4% | -$1.29K |
2022 Q1
18 quarters
|
|
193
iShares Core MSCI EAFE ETF
IEFA
$187B
| $286K | 0.05% |
2,954
+214
| +8% | +$21.1K |
2022 Q4
15 quarters
|
|
194
T1 Energy
TE
$707M
| $284K | 0.05% |
73,550
+13,750
| +23% | +$70.8K |
2025 Q4
3 quarters
|
|
195
iShares 1-3 Year Treasury Bond ETF
SHY
$27.6B
| $281K | 0.05% |
+3,458
| New | +$283K |
2026 Q3
0 quarters
|
|
196
GE Aerospace
GE
$335B
| $279K | 0.05% |
892
+2
| +0.2% | +$693 |
2025 Q2
5 quarters
|
|
197
PayPal
PYPL
$49.2B
| $277K | 0.05% |
+5,280
| New | +$291K |
2026 Q3
0 quarters
|
|
198
Howmet Aerospace
HWM
$81.8B
| $277K | 0.05% |
1,225
-14
| -1% | -$3.68K |
2025 Q2
5 quarters
|
|
199
Ameriprise Financial
AMP
$43.5B
| $276K | 0.05% |
561
| – | – |
2020 Q4
23 quarters
|
|
200
WisdomTree International SmallCap Dividend Fund
DLS
$1B
| $271K | 0.05% |
3,113
-94
| -3% | -$8.2K |
2020 Q4
23 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.