Latest Insight Financial Services Stock Portfolio
Insight Financial Services Performance:
2025 Q2: 3.7%YTD: 0.83%2024: 5.23%
Performance for 2025 Q2 is 3.7%, and YTD is 0.83%, and 2024 is 5.23%.
About Insight Financial Services and 13F Hedge Fund Stock Holdings
IFS Advisors, LLC is a hedge fund based in OVERLAND PARK, KS. On 28-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $156.2 Millions. In it's latest 13F Holdings report, IFS Advisors, LLC reported an equity portfolio of $132.2 Millions as of 30 Jun, 2025.
The top stock holdings of IFS Advisors, LLC are IJR, DMXF, IBCE. The fund has invested 29.6% of it's portfolio in ISHARES CORE S&P 500 ETF and 16.3% of portfolio in ISHARES 0-3 MONTH TREASURY BOND ETF.
The fund managers got completely rid off PHILIP MORRIS INTL INC COM (PM), GENERAL DYNAMICS CORP COM (GD) and LOWES COS INC COM (LOW) stocks. They significantly reduced their stock positions in VANGUARD INFORMATION TECHNOLOGY ETF (VAW), WALMART INC COM (WMT) and PURPLE INNOVATION INC COM (PRPL). IFS Advisors, LLC opened new stock positions in SCHWAB U.S. LARGE-CAP GROWTH ETF (FNDA), VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) and ISHARES RUSSELL 2000 ETF (IJR). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES CORE MSCI EAFE ETF (IBCE), OREILLY AUTOMOTIVE INC COM (ORLY) and NIKE INC CL B (NKE).
The top stock holdings of IFS Advisors, LLC are IJR, DMXF, IBCE. The fund has invested 29.6% of it's portfolio in ISHARES CORE S&P 500 ETF and 16.3% of portfolio in ISHARES 0-3 MONTH TREASURY BOND ETF.
The fund managers got completely rid off PHILIP MORRIS INTL INC COM (PM), GENERAL DYNAMICS CORP COM (GD) and LOWES COS INC COM (LOW) stocks. They significantly reduced their stock positions in VANGUARD INFORMATION TECHNOLOGY ETF (VAW), WALMART INC COM (WMT) and PURPLE INNOVATION INC COM (PRPL). IFS Advisors, LLC opened new stock positions in SCHWAB U.S. LARGE-CAP GROWTH ETF (FNDA), VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) and ISHARES RUSSELL 2000 ETF (IJR). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES CORE MSCI EAFE ETF (IBCE), OREILLY AUTOMOTIVE INC COM (ORLY) and NIKE INC CL B (NKE).
Insight Financial Services Annual Return Estimates Vs S&P 500
Our best estimate is that IFS Advisors, LLC made a return of 3.7% in the last quarter. In trailing 12 months, it's portfolio return was 5.09%.
New Buys
| Ticker | $ Bought |
|---|---|
| schwab u.s. large-cap growth etf | 11,750,000 |
| vanguard ftse developed markets etf | 34,833 |
| ishares russell 2000 etf | 22,657 |
| amplify cwp enhanced dividend income etf | 14,509 |
| park hotels & resorts inc com | 9,135 |
| national storage affiliates tr com shs ben in | 4,542 |
New stocks bought by Insight Financial Services
Additions
| Ticker | % Inc. |
|---|---|
| ishares core msci eafe etf | 50,268 |
| oreilly automotive inc com | 1,400 |
| nike inc cl b | 575 |
| alphabet inc cap stk cl c | 400 |
| ishares core s&p small cap etf | 48.49 |
| ishares core s&p mid-cap etf | 44.3 |
| brighthouse finl inc com | 38.46 |
| vanguard mid-cap etf | 31.64 |
Additions to existing portfolio by Insight Financial Services
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard information technology etf | -99.52 |
| walmart inc com | -96.77 |
| purple innovation inc com | -92.71 |
| exxon mobil corp com | -91.31 |
| general mls inc com | -85.51 |
| schwab u.s. small-cap etf | -80.25 |
| altria group inc com | -76.77 |
| rtx corporation com | -75.76 |
Insight Financial Services reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| schwab u.s. large-cap etf | -28,934 |
| bristol-myers squibb co com | -36,594 |
| philip morris intl inc com | -79,365 |
| spirit aerosystems hldgs inc com cl a | -14,473 |
| invesco preferred etf | -4,488 |
| entergy corp new com | -34,196 |
| alset inc com | -331 |
| schwab long-term u.s. treasury etf | -9,828 |
Insight Financial Services got rid off the above stocks
Sector Distribution
IFS Advisors, LLC has about 97.6% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 97.6 |
Market Cap. Distribution
IFS Advisors, LLC has about 2.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 97.6 |
| MEGA-CAP | 1.2 |
| LARGE-CAP | 1.1 |
Stocks belong to which Index?
About 2.2% of the stocks held by IFS Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 97.7 |
| S&P 500 | 2.2 |
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 170 stocks in it's portfolio. About 95.6% of the portfolio is in top 10 stocks. ORLY proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for IFS Advisors, LLC last quarter.
Last Reported on: 22 Jul, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| IJR | ishares core s&p 500 etf | 29.61 | 63,019 | 39,129,000 | reduced | -29.94 | ||
Historical Trend of ISHARES CORE S&P 500 ETF Position Held By Insight Financial ServicesWhat % of Portfolio is IJR?:Number of IJR shares held:Change in No. of Shares Held: | ||||||||
| DMXF | ishares 0-3 month treasury bond etf | 16.28 | 213,689 | 21,516,400 | added | 4.39 | ||
| IBCE | ishares core msci eafe etf | 12.06 | 190,896 | 15,936,000 | added | 50,268 | ||
| ACWF | ishares core dividend growth etf | 9.96 | 205,834 | 13,161,100 | reduced | -0.32 | ||
| FNDA | schwab u.s. large-cap growth etf | 8.89 | 402,260 | 11,750,000 | new | |||
| IJR | ishares core s&p mid-cap etf | 7.54 | 160,599 | 9,960,400 | added | 44.3 | ||
| IJR | ishares core s&p small cap etf | 6.98 | 84,393 | 9,223,390 | added | 48.49 | ||
| VB | vanguard mid-cap etf | 2.79 | 13,181 | 3,688,600 | added | 31.64 | ||
| FNDA | schwab u.s. small-cap etf | 0.96 | 50,356 | 1,274,020 | reduced | -80.25 | ||
| IJR | ishares russell 1000 etf | 0.55 | 2,141 | 727,019 | reduced | -0.83 | ||
| berkshire hathaway inc del cl b new | 0.45 | 1,213 | 589,239 | added | 0.58 | |||
| AAPL | apple inc com | 0.29 | 1,876 | 384,942 | reduced | -5.06 | ||
| IJR | ishares russell 1000 growth etf | 0.24 | 737 | 312,915 | added | 22.43 | ||
| AGZD | wisdomtree u.s. largecap fund | 0.24 | 4,873 | 311,920 | reduced | -3.75 | ||
| ADP | automatic data processing inc com | 0.21 | 891 | 274,784 | unchanged | 0.00 | ||
| QQQ | invesco qqq trust series i | 0.17 | 414 | 228,378 | unchanged | 0.00 | ||
| DIA | spdr dow jones industrial average etf trust | 0.16 | 491 | 216,359 | unchanged | 0.00 | ||
| CAH | cardinal health inc com | 0.16 | 1,280 | 215,040 | added | 23.43 | ||
| V | visa inc com cl a | 0.14 | 528 | 187,466 | unchanged | 0.00 | ||
| NVDA | nvidia corporation com | 0.13 | 1,091 | 172,367 | added | 0.65 | ||
