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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
SPAB icon
201
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$10.2B
$277K 0.05%
10,841
-1,581
-13% -$40.3K
NVO
202
Novo Nordisk
NVO
$206B
$270K 0.05%
5,631
-963
-15% -$41.4K
DLS icon
203
WisdomTree International SmallCap Dividend Fund
DLS
$1.1B
$269K 0.05%
3,207
-594
-16% -$51.2K
IWP icon
204
iShares Russell Mid-Cap Growth ETF
IWP
$19.6B
$268K 0.05%
1,832
+1
+0.1% +$138
IEFA icon
205
iShares Core MSCI EAFE ETF
IEFA
$196B
$265K 0.05%
2,740
-412
-13% -$39.6K
COR icon
206
Cencora
COR
$63.2B
$264K 0.05%
934
+19
+2% +$5.48K
GSY icon
207
Invesco Ultra Short Duration ETF
GSY
$3.91B
$263K 0.05%
5,235
– –
AMP icon
208
Ameriprise Financial
AMP
$49.5B
$257K 0.05%
561
-6
-1% -$2.75K
UNH icon
209
UnitedHealth
UNH
$356B
$257K 0.05%
+616
New +$228K
FTCS icon
210
First Trust Capital Strength ETF
FTCS
$7.84B
$253K 0.04%
2,692
+10
+0.4% +$934
VOX icon
211
Vanguard Communication Services ETF
VOX
$5.9B
$247K 0.04%
1,345
– –
KLAC icon
212
KLA
KLAC
$242B
$244K 0.04%
+809
New +$161K
IDEV icon
213
iShares Core MSCI International Developed Markets ETF
IDEV
$33B
$240K 0.04%
2,700
-200
-7% -$17.7K
WM icon
214
Waste Management
WM
$87.5B
$233K 0.04%
1,045
-56
-5% -$12.5K
NEE icon
215
NextEra Energy
NEE
$174B
$231K 0.04%
2,635
-246
-9% -$22.3K
ITA icon
216
iShares US Aerospace & Defense ETF
ITA
$13.5B
$231K 0.04%
953
– –
GLXY
217
Galaxy Digital Inc
GLXY
$5.12B
$229K 0.04%
+8,382
New +$233K
USMV icon
218
iShares MSCI USA Min Vol Factor ETF
USMV
$24.1B
$228K 0.04%
2,368
-19
-0.8% -$1.8K
ORLY icon
219
O'Reilly Automotive
ORLY
$71.1B
$228K 0.04%
2,475
-150
-6% -$13.7K
LEMB icon
220
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$728M
$226K 0.04%
5,335
-784
-13% -$32.9K
JCI icon
221
Johnson Controls International
JCI
$87.8B
$221K 0.04%
+1,514
New +$214K
TFC icon
222
Truist Financial
TFC
$63.1B
$215K 0.04%
+4,325
New +$213K
IPKW icon
223
Invesco International BuyBack Achievers ETF
IPKW
$577M
$215K 0.04%
3,816
-524
-12% -$30.4K
AMKR icon
224
Amkor Technology
AMKR
$11.9B
$214K 0.04%
+2,480
New +$177K
AGNC icon
225
AGNC Investment
AGNC
$12.6B
$213K 0.04%
19,575
-589
-3% -$6.21K
7 8
9
10 11

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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.