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Latest Insight Financial Services Stock Portfolio

$208Million | No. of Holdings #218

Insight Financial Services Performance

2026 Q2+0.53%
YTD-0.81%
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 2026-08-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, IFS Advisors, LLC reported an equity portfolio of $208.8 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of IFS Advisors, LLC are IJR, ACWF, DMXF. The fund has invested 16.4% of it's portfolio in ISHARES CORE S&P 500 ETF and 8.7% of portfolio in ISHARES CORE DIVIDEND GROWTH ETF. <br><br> The fund managers got completely rid off EXXON MOBIL CORP COM (XOM), PROSHARES SHORT VIX SHORT-TERM FUTURES ETF (AGQ) and INTEL CORP COM (INTC) stocks. They significantly reduced their stock positions in NEOS NASDAQ 100 HIGH INCOME ETF (KOCG), ALPHABET INC CAP STK CL C (GOOG) and INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETF (BALT). IFS Advisors, LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP COM SHS, ELI LILLY & CO COM (LLY) and IONQ INC COM (IONQ). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INFORMATION TECHNOLOGY ETF (VAW), VANGUARD MORNINGSTAR MID-CAP ETF (VB) and ISHARES RUSSELL 1000 GROWTH ETF (IJR).
Insight Financial Services Equity Portfolio Value
Last Reported on: 11 Aug, 2026
$208Million
  as of Aug 11, 2026

Insight Financial Services Annual Return Estimates Vs S&P 500

Our best estimate is that IFS Advisors, LLC made a return of 0.53% in the last quarter. In trailing 12 months, it's portfolio return was 5.33%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp com shs106,778
space exploration techn corp class a com stk93,973
eli lilly & co com11,994
ionq inc com5,326
rithm capital corp com new3,474
motley fool momentum factor etf3,343
adamas trust inc. com3,283
kimbell rty partners lp unit2,906
New stocks bought by Insight Financial Services

Additions

Ticker% Inc.
vanguard information technology etf706
vanguard morningstar mid-cap etf304
ishares russell 1000 growth etf286
microsoft corp com87.72
home depot inc com79.37
starwood ppty tr inc com74.55
chipotle mexican grill inc com66.37
ishares bitcoin trust etf26.48
Additions to existing portfolio by Insight Financial Services

Reductions

Ticker% Reduced
neos nasdaq 100 high income etf-50.00
alphabet inc cap stk cl c-28.99
innovator uncapped accelerated u.s. equity etf-27.86
amazon com inc com-24.9
uber technologies inc com-24.86
meta platforms inc cl a-14.4
nvidia corporation com-7.56
visa inc com cl a-7.55
Insight Financial Services reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp com-132,504
proshares short vix short-term futures etf-31,556
intel corp com-10,370
blue owl capital corporation com-2,212
selectquote inc com-116
canadian pacific kansas city com-3,933
union pac corp com-5,095
purple innovation inc com-92.00
Insight Financial Services got rid off the above stocks

Sector Distribution

IFS Advisors, LLC has about 97.3% of it's holdings in Others sector.

  • Others
Sector%
Others97.3

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%
UNALLOCATED97.3
MEGA-CAP1.4
LARGE-CAP1.2

Stocks belong to which Index?

About 2.4% of the stocks held by IFS Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others97.5
S&P 5002.4
Top 5 Winners (%)%
AMD
advanced micro devices inc com
185.6 %
DELL
dell technologies inc cl c
162.9 %
arm holdings plc sponsored ads
134.4 %
OGN
organon & co common stock
126.2 %
PANW
palo alto networks inc com
112.7 %
Top 5 Winners ($)$
IJR
ishares core s&p 500 etf
4.4 M
FNDA
schwab u.s. large-cap growth etf
2.4 M
IJR
ishares core s&p mid-cap etf
1.6 M
IJR
ishares core s&p small cap etf
1.5 M
ACWF
ishares core dividend growth etf
1.3 M
Top 5 Losers (%)%
VAW
vanguard information technology etf
-73.3 %
VB
vanguard morningstar mid-cap etf
-61.5 %
IJR
ishares russell 1000 growth etf
-60.5 %
KSCP
knightscope inc cl a new
-49.4 %
SHAK
shake shack inc cl a
-36.7 %
Top 5 Losers ($)$
VB
vanguard morningstar mid-cap etf
-13.0 M
IJR
ishares russell 1000 growth etf
-0.6 M
VAW
vanguard information technology etf
-0.3 M
CVX
chevron corporation com
0.0 M
BIV
vanguard total bond market etf
0.0 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 218 stocks in it's portfolio. About 74.6% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for IFS Advisors, LLC last quarter.

$208.80MTotal Value
228Positions
11 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Insight Financial Services, last reported on 11 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACT
Advisorshares Pure Us Cannabis Etf

Advisorshares Pure Us Cannabis Etf

ACT
Insight Financial Services's holding in Advisorshares Pure Us Cannabis Etf over time
0%155
$787
0%
unchanged 0 percentunchanged
ACWF
Ishares Core Dividend Growth Etf

Ishares Core Dividend Growth Etf

ACWF
Insight Financial Services's holding in Ishares Core Dividend Growth Etf over time
8.71%240,027
$18.19M
8.71%
decreased 0.46 percentreduced
ACWF
Ishares Treasury Floating Rate Bond Etf

Ishares Treasury Floating Rate Bond Etf

ACWF
Insight Financial Services's holding in Ishares Treasury Floating Rate Bond Etf over time
1.25%51,368
$2.60M
1.25%
decreased 3.49 percentreduced
AGQ
Proshares Short Vix Short-Term Futures Etf

Proshares Short Vix Short-Term Futures Etf

AGQ
Insight Financial Services's holding in Proshares Short Vix Short-Term Futures Etf over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGT
Ishares Ibonds Dec 2026 Term Corporate Etf

Ishares Ibonds Dec 2026 Term Corporate Etf

AGT
Insight Financial Services's holding in Ishares Ibonds Dec 2026 Term Corporate Etf over time
11.3%973,964
$23.60M
11.3%
increased 0.64 percentadded
AGZD
Wisdomtree U.S. Largecap Fund

Wisdomtree U.S. Largecap Fund

AGZD
Insight Financial Services's holding in Wisdomtree U.S. Largecap Fund over time
0.18%4,793
$372.8K
0.18%
decreased 1.64 percentreduced
ARKF
Ark Innovation Etf

Ark Innovation Etf

ARKF
Insight Financial Services's holding in Ark Innovation Etf over time
0.01%213
$17.2K
0.01%
unchanged 0 percentunchanged
ASML
Asml Hldg Nv N Y Registry Shs

Asml Hldg Nv N Y Registry Shs

ASML
Insight Financial Services's holding in Asml Hldg Nv N Y Registry Shs over time
0%4.00
$8.0K
0%
unchanged 0 percentunchanged