Latest Insight Financial Services Stock Portfolio
$331Million | No. of Holdings #461
Insight Financial Services Performance
2026 Q3-0.21%
YTD-1.02%
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 2026-10-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, IFS Advisors, LLC reported an equity portfolio of $331.9 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of IFS Advisors, LLC are IJR, FNDA, ACWF. The fund has invested 10.5% of it's portfolio in ISHARES CORE S&P 500 ETF and 5.5% of portfolio in SCHWAB U.S. LARGE-CAP GROWTH ETF. <br><br> The fund managers got completely rid off ONEOK INC NEW COM (OKE), NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN (NSA) and UBS AG ETRACS SILVER SHARES COVERED CALL ETNS DUE APRIL 21, 2033 ETP 2022-2 (DSLVF) stocks. They significantly reduced their stock positions in DEERE & CO COM (DE), SALESFORCE INC COM (CRM) and INVESCO BULLETSHARES 2026 CORPORATE BOND ETF (BSAE). IFS Advisors, LLC opened new stock positions in CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF (CGCP), ISHARES RUSSELL TOP 200 GROWTH ETF (AOA) and EATON VANCE TOTAL RETURN BOND ETF. The fund showed a lot of confidence in some stocks as they added substantially to WALMART INC COM (WMT), ELI LILLY & CO COM (LLY) and GE VERNOVA INC COM.
Insight Financial Services Equity Portfolio Value
Last Reported on: 14 Oct, 2026
$331Million
as of Oct 14, 2026Insight Financial Services Annual Return Estimates Vs S&P 500
Our best estimate is that IFS Advisors, LLC made a return of -0.21% in the last quarter. In trailing 12 months, it's portfolio return was 0.02%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| capital group u.s. multi-sector income etf | 9,519,060 |
| ishares russell top 200 growth etf | 9,273,300 |
| eaton vance total return bond etf | 6,634,030 |
| invesco s&p smallcap momentum etf | 5,534,330 |
| ishares ibonds dec 2028 term corporate etf | 5,261,620 |
| capital group dividend value etf | 5,209,320 |
| state street spdr s&p 500 etf | 4,443,080 |
| invesco bulletshares 2027 corporate bond etf | 4,071,220 |
New stocks bought by Insight Financial Services
Additions
| Ticker | % Inc. |
|---|---|
| walmart inc com | 7,093 |
| eli lilly & co com | 7,080 |
| ge vernova inc com | 5,671 |
| schwab us dividend equity etf | 4,405 |
| state street financial select sector spdr etf | 3,851 |
| boeing co com | 2,857 |
| johnson & johnson com | 2,434 |
| oreilly automotive inc com | 2,074 |
Additions to existing portfolio by Insight Financial Services
Reductions
| Ticker | % Reduced |
|---|---|
| deere & co com | -25.17 |
| salesforce inc com | -25.00 |
| invesco bulletshares 2026 corporate bond etf | -22.48 |
| ishares ibonds dec 2026 term corporate etf | -18.16 |
| purple innovation inc com shs | -10.71 |
| space exploration techn corp class a com stk | -10.00 |
| ishares russell 1000 etf | -5.00 |
| american elec pwr co inc com | -1.98 |
Insight Financial Services reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| oneok inc new com | -13,475 |
| national storage affiliates tr com shs ben in | -6,314 |
| ubs ag etracs silver shares covered call etns due april 21, 2033 etp 2022-2 | -1,952 |
| schwab u.s. broad market etf | -21.00 |
Insight Financial Services got rid off the above stocks
Sector Distribution
IFS Advisors, LLC has about 92.8% of it's holdings in Others sector.
- Others
- Technology
| Sector | % |
|---|---|
| Others | 92.8 |
| Technology | 2.6 |
Market Cap. Distribution
IFS Advisors, LLC has about 7% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 92.9 |
| MEGA-CAP | 4.8 |
| LARGE-CAP | 2.2 |
Stocks belong to which Index?
About 6.7% of the stocks held by IFS Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 93.2 |
| S&P 500 | 6.7 |
| Top 5 Losers ($) | $ | |
|---|---|---|
| IJR | ishares core s&p mid-cap etf | -0.8 M |
| IJR | ishares core s&p small cap etf | -0.7 M |
| FNDA | schwab u.s. small-cap etf | -0.5 M |
| BIV | vanguard total bond market etf | -0.3 M |
| VB | vanguard morningstar mid-cap 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 461 stocks in it's portfolio. About 46.7% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for IFS Advisors, LLC last quarter.
$331.94MTotal Value
466Positions
14 Oct, 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 | 0.41% | 4,128 | $1.37M 0.41% | 132.43%increased 132.43 percentadded | |
 AAXJ Ishares Morningstar Mid-Cap Growth EtfIshares Morningstar Mid-Cap Growth EtfAAXJ | 0.86% | 30,372 | $2.85M 0.86% | Newnew position | |
AAXJ Ishares 1-5 Year Investment Grade Corporate Bond EtfIshares 1-5 Year Investment Grade Corporate Bond EtfAAXJ | 0.27% | 17,590 | $901.1K 0.27% | Newnew position | |
AAXJ Ishares Morningstar Small-Cap Growth EtfIshares Morningstar Small-Cap Growth EtfAAXJ | 0.01% | 313 | $19.2K 0.01% | Newnew position | |
AAXJ Ishares Msci Eafe Small-Cap EtfIshares Msci Eafe Small-Cap EtfAAXJ | 0% | 27.00 | $2.3K 0% | Newnew position | |
 Abbvie Inc Com Abbvie Inc ComABBV Insight Financial Services's holding in Abbvie Inc Com over time | 0.02% | 200 | $52.3K 0.02% | 0%unchanged 0 percentunchanged | |
 Abbott Laboratories Com Insight Financial Services's holding in Abbott Laboratories Com over time | 0.01% | 303 | $29.9K 0.01% | Newnew position | |
 ACT Advisorshares Pure Us Cannabis EtfAdvisorshares Pure Us Cannabis EtfACT | 0% | 155 | $700 0% | 0%unchanged 0 percentunchanged | |
 ACWF Ishares Core Dividend Growth EtfIshares Core Dividend Growth EtfACWF | 5.42% | 238,629 | $17.99M 5.42% | 0.58%decreased 0.58 percentreduced | |
ACWF Ishares Treasury Floating Rate Bond EtfIshares Treasury Floating Rate Bond EtfACWF | 0.81% | 53,211 | $2.70M 0.81% | 3.59%increased 3.59 percentadded | |
ACWF Ishares International Equity Factor EtfIshares International Equity Factor EtfACWF | 0.61% | 48,671 | $2.02M 0.61% | Newnew position | |
ACWF Ishares Msci Intl Quality Factor EtfIshares Msci Intl Quality Factor EtfACWF | 0.04% | 2,734 | $135.3K 0.04% | Newnew position | |
 ACWV Ishares Msci World EtfIshares Msci World EtfACWV | 0.1% | 1,550 | $319.7K 0.1% | Newnew position | |
 Archer Daniels Midland Co Com Insight Financial Services's holding in Archer Daniels Midland Co Com over time | 0.13% | 5,390 | $427.9K 0.13% | 1364.67%increased 1364.67 percentadded | |
 Automatic Data Processing Inc Com Insight Financial Services's holding in Automatic Data Processing Inc Com over time | 0.06% | 713 | $184.0K 0.06% | 3.18%increased 3.18 percentadded | |
 AEMB Avantis U.S. Small Cap Value EtfAvantis U.S. Small Cap Value EtfAEMB | 0.88% | 24,679 | $2.91M 0.88% | Newnew position | |
 American Elec Pwr Co Inc Com Insight Financial Services's holding in American Elec Pwr Co Inc Com over time | 0.03% | 744 | $88.3K 0.03% | 1.98%decreased 1.98 percentreduced | |
 AFK Vaneck Uranium And Nuclear EtfVaneck Uranium And Nuclear EtfAFK | 0% | 66.00 | $6.8K 0% | Newnew position | |
 AFTY Pacer Us Cash Cows 100 EtfPacer Us Cash Cows 100 EtfAFTY | 0.17% | 8,627 | $575.9K 0.17% | Newnew position | |
AFTY Pacer Industrial Real Estate EtfPacer Industrial Real Estate EtfAFTY | 0% | 133 | $5.0K 0% | Newnew position | |