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Insight Advisors Portfolio holdings

AUM $525M
1-Year Est. Return 15.94%
This Fund
S&P 500
This Quarter Est. Return
-1.51%
1 Year Est. Return
+15.94%
3 Year Est. Return
+51.71%
5 Year Est. Return
+54.13%
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

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

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

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
RH icon
201
RH
RH
$3.58B
$261K 0.05%
1,864
– –
IJJ icon
202
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.82B
$258K 0.05%
1,947
+1
+0.1% +$137
XLU icon
203
State Street Utilities Select Sector SPDR ETF
XLU
$23.5B
$255K 0.05%
5,565
+2
+0% +$90
AMAT icon
204
Applied Materials
AMAT
$445B
$253K 0.05%
+742
New +$250K
DSTL icon
205
Distillate US Fundamental Stability & Value ETF
DSTL
$1.93B
$253K 0.05%
4,371
+938
+27% +$56.3K
WM icon
206
Waste Management
WM
$97.3B
$253K 0.05%
1,101
+1
+0.1% +$230
AMP icon
207
Ameriprise Financial
AMP
$47.9B
$252K 0.05%
567
-720
-56% -$347K
LEMB icon
208
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$753M
$250K 0.05%
6,119
+49
+0.8% +$2.05K
VRT icon
209
Vertiv
VRT
$113B
$249K 0.05%
+994
New +$221K
FTCS icon
210
First Trust Capital Strength ETF
FTCS
$7.88B
$249K 0.05%
2,682
+3
+0.1% +$288
VPL icon
211
Vanguard FTSE Pacific ETF
VPL
$8B
$245K 0.05%
2,502
-65
-3% -$6.49K
IPKW icon
212
Invesco International BuyBack Achievers ETF
IPKW
$532M
$244K 0.05%
4,340
-227
-5% -$13K
IDEV icon
213
iShares Core MSCI International Developed Markets ETF
IDEV
$30.7B
$242K 0.05%
2,900
-100
-3% -$8.6K
NVO
214
Novo Nordisk
NVO
$228B
$242K 0.05%
6,594
+421
+7% +$19.9K
ORLY icon
215
O'Reilly Automotive
ORLY
$71.5B
$242K 0.05%
2,625
-150
-5% -$14.1K
VOX icon
216
Vanguard Communication Services ETF
VOX
$5.78B
$242K 0.05%
1,345
– –
ARKK icon
217
ARK Innovation ETF
ARKK
$6.15B
$240K 0.05%
3,557
+552
+18% +$41K
IWP icon
218
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
$235K 0.04%
1,831
-20
-1% -$2.71K
ACN icon
219
Accenture
ACN
$88.5B
$234K 0.04%
1,180
-134
-10% -$31.2K
ABT icon
220
Abbott
ABT
$172B
$232K 0.04%
2,256
-5
-0.2% -$565
USMV icon
221
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$221K 0.04%
2,387
-57
-2% -$5.41K
DIS icon
222
Walt Disney
DIS
$173B
$219K 0.04%
2,268
-3
-0.1% -$317
PFE icon
223
Pfizer
PFE
$143B
$219K 0.04%
+7,786
New +$207K
LHX icon
224
L3Harris
LHX
$53B
$217K 0.04%
+630
New +$220K
NBIS
225
Nebius Group N.V.
NBIS
$43.6B
$212K 0.04%
+2,041
New +$204K
7 8
9
10 11

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VWS
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CAM
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DSC
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DA
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VU
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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.