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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
-1.51%
1 Year Est. Return
+25.52%
3 Year Est. Return
+66.75%
5 Year Est. Return
+66.79%
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

Rank Stock Value
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

Rank Stock Value
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

Rank Sector Weight
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
DVY icon
176
iShares Select Dividend ETF
DVY
$23.5B
$323K 0.06%
2,135
+25
+1% +$3.77K
AKRE
177
Akre Focus ETF
AKRE
$5.37B
$321K 0.06%
6,066
-12
-0.2% -$697
BLK icon
178
Blackrock
BLK
$176B
$320K 0.06%
333
-23
-6% -$24.2K
VHT icon
179
Vanguard Health Care ETF
VHT
$18.4B
$319K 0.06%
1,170
+2
+0.2% +$572
SPAB icon
180
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.78B
$318K 0.06%
12,422
-38
-0.3% -$980
NKE icon
181
Nike
NKE
$63B
$315K 0.06%
5,972
-92
-2% -$5.58K
HON icon
182
Honeywell
HON
$78.6B
$310K 0.06%
1,371
-90
-6% -$20.6K
DLS icon
183
WisdomTree International SmallCap Dividend Fund
DLS
$1.07B
$310K 0.06%
3,801
-290
-7% -$24.5K
ECL icon
184
Ecolab
ECL
$80.3B
$309K 0.06%
1,161
– –
PM icon
185
Philip Morris
PM
$294B
$307K 0.06%
1,856
-577
-24% -$100K
EES icon
186
WisdomTree US SmallCap Earnings Fund
EES
$733M
$299K 0.06%
5,146
-49,046
-91% -$2.9M
COR icon
187
Cencora
COR
$61.7B
$287K 0.05%
915
+6
+0.7% +$2.1K
HWM icon
188
Howmet Aerospace
HWM
$117B
$287K 0.05%
1,245
– –
IEFA icon
189
iShares Core MSCI EAFE ETF
IEFA
$194B
$285K 0.05%
3,152
– –
KO icon
190
Coca-Cola
KO
$374B
$284K 0.05%
3,737
-35
-0.9% -$2.65K
FEX icon
191
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.6B
$281K 0.05%
2,303
+4
+0.2% +$495
FDN icon
192
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.42B
$275K 0.05%
1,176
-7
-0.6% -$1.75K
ED icon
193
Consolidated Edison
ED
$40B
$269K 0.05%
2,380
-2,025
-46% -$219K
MO icon
194
Altria Group
MO
$114B
$268K 0.05%
4,058
-240
-6% -$15.4K
NEE icon
195
NextEra Energy
NEE
$179B
$268K 0.05%
2,881
-19
-0.7% -$1.69K
GE icon
196
GE Aerospace
GE
$396B
$266K 0.05%
937
-65
-6% -$20.4K
GSY icon
197
Invesco Ultra Short Duration ETF
GSY
$3.9B
$262K 0.05%
5,235
-616
-11% -$31K
PTLC icon
198
Pacer Trendpilot US Large Cap ETF
PTLC
$3.36B
$262K 0.05%
5,001
+2
+0% +$111
VWO icon
199
Vanguard FTSE Emerging Markets ETF
VWO
$123B
$262K 0.05%
4,844
-110
-2% -$6.16K
MCK icon
200
McKesson
MCK
$103B
$261K 0.05%
302
+8
+3% +$7.14K
6 7
8
9 10

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PAM
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KJWM
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BRIM
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SAM
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NWA
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PSH
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PEP
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LC
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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.