Latest Insight Financial Services Stock Portfolio
$194Million | No. of Holdings #215
Insight Financial Services Performance
2026 Q1-1.33%
YTD-1.33%
2025+7.20%
About Insight Financial Services and 13F Hedge Fund Stock Holdings
IFS Advisors, LLC is a hedge fund based in Overland Park, KS. On 2026-04-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, IFS Advisors, LLC reported an equity portfolio of $194.1 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of IFS Advisors, LLC are IJR, DMXF, ACWF. The fund has invested 15.6% of it's portfolio in ISHARES CORE S&P 500 ETF and 9.2% of portfolio in ISHARES 0-3 MONTH TREASURY BOND ETF. <br><br> The fund managers got completely rid off CYBERARK SOFTWARE LTD SHS (CYBR), AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF (AMLX) and MONSTER BEVERAGE CORP NEW COM (MNST) stocks. They significantly reduced their stock positions in AUTOMATIC DATA PROCESSING INC COM (ADP), ISHARES CORE MSCI EAFE ETF (IBCE) and ISHARES CORE U.S. AGGREGATE BOND ETF (IJR). IFS Advisors, LLC opened new stock positions in NEXTERA ENERGY INC COM (NEE), ALLIANT ENERGY CORP COM (LNT) and PHILIP MORRIS INTL INC COM (PM). The fund showed a lot of confidence in some stocks as they added substantially to JPMORGAN CHASE & CO COM (JPM), ALTRIA GROUP INC COM (MO) and EXXON MOBIL CORP COM (XOM).
Insight Financial Services Equity Portfolio Value
Last Reported on: 06 Apr, 2026
$194Million
as of Apr 06, 2026Insight Financial Services Annual Return Estimates Vs S&P 500
Our best estimate is that IFS Advisors, LLC made a return of -1.33% in the last quarter. In trailing 12 months, it's portfolio return was 10.55%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| nextera energy inc com | 160,218 |
| alliant energy corp com | 111,443 |
| philip morris intl inc com | 72,253 |
| ingredion inc com | 44,838 |
| consolidated edison inc com | 37,575 |
| bristol-myers squibb co com | 35,116 |
| southern co com | 33,588 |
| central bancompany com cl a | 27,183 |
New stocks bought by Insight Financial Services
Additions
| Ticker | % Inc. |
|---|---|
| jpmorgan chase & co com | 6,490 |
| altria group inc com | 446 |
| exxon mobil corp com | 270 |
| dow hldgs inc com | 209 |
| chevron corporation com | 158 |
| netflix inc. com | 150 |
| proshares short vix short-term futures etf | 130 |
| united parcel svcs inc cl b | 116 |
Additions to existing portfolio by Insight Financial Services
Reductions
| Ticker | % Reduced |
|---|---|
| automatic data processing inc com | -22.45 |
| ishares core msci eafe etf | -1.95 |
| ishares core u.s. aggregate bond etf | -1.8 |
| ishares core s&p small cap etf | -1.75 |
| ishares russell 1000 etf | -1.21 |
| ishares core s&p 500 etf | -0.9 |
| ishares core s&p mid-cap etf | -0.43 |
Insight Financial Services reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| amplify cwp enhanced dividend income etf | -15,174 |
| monster beverage corp new com | -7,667 |
| cyberark software ltd shs | -18,288 |
| schwab u.s. broad market etf | -45.00 |
Insight Financial Services got rid off the above stocks
Sector Distribution
IFS Advisors, LLC has about 97.2% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 97.2 |
Market Cap. Distribution
IFS Advisors, LLC has about 2.6% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 97.3 |
| MEGA-CAP | 1.4 |
| LARGE-CAP | 1.2 |
Stocks belong to which Index?
About 2.5% of the stocks held by IFS Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 97.4 |
| S&P 500 | 2.5 |
| Top 5 Winners ($) | $ | |
|---|---|---|
| IJR | ishares core s&p small cap etf | 0.3 M |
| IJR | ishares core s&p mid-cap etf | 0.3 M |
| CWI | state street spdr portfolio developed world ex-us etf | 0.2 M |
| ACWF | ishares core dividend growth etf | 0.2 M |
| IBCE | ishares core msci eafe etf | 0.2 M |
Insight Financial Services Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Insight Financial Services
IFS Advisors, LLC has 215 stocks in it's portfolio. About 73.6% of the portfolio is in top 10 stocks. FNDA proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for IFS Advisors, LLC last quarter.
$194.05MTotal Value
220Positions
06 Apr, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Apple Inc Com Apple Inc ComAAPL Insight Financial Services's holding in Apple Inc Com over time | 0.24% | 1,816 | $461.0K 0.24% | 2.66%increased 2.66 percentadded | |
 Abbvie Inc Com Abbvie Inc ComABBV Insight Financial Services's holding in Abbvie Inc Com over time | 0.02% | 200 | $43.5K 0.02% | 0%unchanged 0 percentunchanged | |
 ACT Advisorshares Pure Us Cannabis EtfAdvisorshares Pure Us Cannabis EtfACT | 0% | 155 | $550 0% | 0%unchanged 0 percentunchanged | |
 ACWF Ishares Core Dividend Growth EtfIshares Core Dividend Growth EtfACWF | 8.72% | 241,130 | $16.92M 8.72% | 1.66%increased 1.66 percentadded | |
ACWF Ishares Treasury Floating Rate Bond EtfIshares Treasury Floating Rate Bond EtfACWF | 1.39% | 53,225 | $2.69M 1.39% | 0.06%increased 0.06 percentadded | |
 Archer Daniels Midland Co Com Insight Financial Services's holding in Archer Daniels Midland Co Com over time | 0.01% | 368 | $26.7K 0.01% | 110.29%increased 110.29 percentadded | |
 Automatic Data Processing Inc Com Insight Financial Services's holding in Automatic Data Processing Inc Com over time | 0.07% | 691 | $140.4K 0.07% | 22.45%decreased 22.45 percentreduced | |
 American Elec Pwr Co Inc Com Insight Financial Services's holding in American Elec Pwr Co Inc Com over time | 0.05% | 759 | $99.5K 0.05% | 32.92%increased 32.92 percentadded | |
 AGQ Proshares Short Vix Short-Term Futures EtfProshares Short Vix Short-Term Futures EtfAGQ | 0.02% | 689 | $31.6K 0.02% | 130.43%increased 130.43 percentadded | |
 AGT Ishares Ibonds Dec 2026 Term Corporate EtfIshares Ibonds Dec 2026 Term Corporate EtfAGT | 12.09% | 967,802 | $23.46M 12.09% | 3.38%increased 3.38 percentadded | |
 AGZD Wisdomtree U.S. Largecap FundWisdomtree U.S. Largecap FundAGZD | 0.17% | 4,873 | $331.9K 0.17% | 0%unchanged 0 percentunchanged | |
 C3 Ai Inc Cl A Insight Financial Services's holding in C3 Ai Inc Cl A over time | 0% | 50.00 | $421 0% | 0%unchanged 0 percentunchanged | |
 Ally Finl Inc Com Insight Financial Services's holding in Ally Finl Inc Com over time | 0% | 100 | $3.9K 0% | 0%unchanged 0 percentunchanged | |
 Advanced Micro Devices Inc Com Insight Financial Services's holding in Advanced Micro Devices Inc Com over time | 0.02% | 180 | $36.6K 0.02% | 0%unchanged 0 percentunchanged | |
 Amplify Cwp Enhanced Dividend Income Etf Insight Financial Services's holding in Amplify Cwp Enhanced Dividend Income Etf over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Ishares Floating Rate Bond Etf Insight Financial Services's holding in Ishares Floating Rate Bond Etf over time | 0.03% | 1,000 | $51.0K 0.03% | 0%unchanged 0 percentunchanged | |
 Amazon Com Inc Com Insight Financial Services's holding in Amazon Com Inc Com over time | 0.06% | 514 | $107.0K 0.06% | 20.94%increased 20.94 percentadded | |
 Andersons Inc Com Insight Financial Services's holding in Andersons Inc Com over time | 0% | 42.00 | $3.0K 0% | 0%unchanged 0 percentunchanged | |
 ARKF Ark Innovation EtfArk Innovation EtfARKF | 0.01% | 213 | $14.4K 0.01% | 0%unchanged 0 percentunchanged | |
 ASML Asml Hldg Nv N Y Registry ShsAsml Hldg Nv N Y Registry ShsASML | 0% | 4.00 | $5.3K 0% | 0%unchanged 0 percentunchanged | |