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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 | |
|---|---|---|---|---|---|---|---|
201
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.85B
| $269K | 0.05% |
1,951
+2
| +0.1% | +$293 |
2020 Q4
23 quarters
|
|
202
iShares MSCI USA Momentum Factor ETF
MTUM
$16.6B
| $267K | 0.05% |
3,368
-80
| -2% | -$6.18K |
2026 Q2
1 quarter
|
|
203
Cencora
COR
$66B
| $266K | 0.05% |
886
-48
| -5% | -$15.1K |
2022 Q4
15 quarters
|
|
204
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$6.31B
| $263K | 0.05% |
4,540
+965
| +27% | +$54.8K |
2026 Q2
1 quarter
|
|
205
Invesco Ultra Short Duration ETF
GSY
$4.02B
| $261K | 0.05% |
5,235
| – | – |
2020 Q4
23 quarters
|
|
206
State Street SPDR Portfolio Aggregate Bond Index ETF
SPAB
$10.3B
| $258K | 0.05% |
10,587
-254
| -2% | -$6.36K |
2020 Q4
23 quarters
|
|
207
Vanguard Communication Services ETF
VOX
$5.71B
| $256K | 0.05% |
1,345
| – | – |
2025 Q2
5 quarters
|
|
208
iShares Russell Mid-Cap Growth ETF
IWP
$18.1B
| $252K | 0.04% |
1,832
| – | – |
2023 Q4
11 quarters
|
|
209
First Trust Capital Strength ETF
FTCS
$8.06B
| $244K | 0.04% |
2,595
-97
| -4% | -$9.5K |
2021 Q4
19 quarters
|
|
210
Altria Group
MO
$126B
| $242K | 0.04% |
3,590
-421
| -10% | -$29.2K |
2024 Q3
8 quarters
|
|
211
iShares Core MSCI International Developed Markets ETF
IDEV
$34.3B
| $242K | 0.04% |
2,700
| – | – |
2025 Q3
4 quarters
|
|
212
Cerebras Systems
CBRS
$22.5B
| $240K | 0.04% |
+1,350
| New | +$271K |
2026 Q3
0 quarters
|
|
|
IOND
213
Ionic Digital Inc
IOND
$2.87B
| $231K | 0.04% |
+2,880
| New | +$210K |
2026 Q3
0 quarters
|
|
214
Vertiv
VRT
$76.2B
| $228K | 0.04% |
944
-50
| -5% | -$13.6K |
2026 Q1
2 quarters
|
|
215
Akre Focus ETF
AKRE
$5.36B
| $227K | 0.04% |
4,318
-1,748
| -29% | -$100K |
2025 Q4
3 quarters
|
|
216
Johnson Controls International
JCI
$85.5B
| $225K | 0.04% |
1,514
| – | – |
2026 Q2
1 quarter
|
|
217
Accenture
ACN
$152B
| $223K | 0.04% |
+1,216
| New | +$205K |
2026 Q3
0 quarters
|
|
218
Waste Management
WM
$94.4B
| $220K | 0.04% |
1,077
+32
| +3% | +$7.17K |
2023 Q2
13 quarters
|
|
219
Strategy Inc
MSTR
$53.2B
| $217K | 0.04% |
+1,420
| New | +$164K |
2026 Q3
0 quarters
|
|
220
Thermo Fisher Scientific
TMO
$265B
| $216K | 0.04% |
+320
| New | +$190K |
2026 Q3
0 quarters
|
|
221
Global Payments
GPN
$25.9B
| $216K | 0.04% |
+2,641
| New | +$226K |
2026 Q3
0 quarters
|
|
222
Oklo
OKLO
$5.09B
| $213K | 0.04% |
+5,754
| New | +$243K |
2026 Q3
0 quarters
|
|
223
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$788M
| $213K | 0.04% |
5,038
-297
| -6% | -$12.7K |
2022 Q3
16 quarters
|
|
224
O'Reilly Automotive
ORLY
$72.3B
| $211K | 0.04% |
2,475
| – | – |
2024 Q4
7 quarters
|
|
225
Invesco International BuyBack Achievers ETF
IPKW
$558M
| $211K | 0.04% |
3,557
-259
| -7% | -$15.6K |
2021 Q2
21 quarters
|
|
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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.