Latest Insight Financial Services Stock Portfolio
Insight Financial Services Performance:
2025 Q3: 3.46%YTD: 4.81%2024: 4.78%
Performance for 2025 Q3 is 3.46%, and YTD is 4.81%, and 2024 is 4.78%.
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 $170.9 Millions as of 30 Sep, 2025.
The top stock holdings of IFS Advisors, LLC are IJR, DMXF, IBCE. The fund has invested 24.2% of it's portfolio in ISHARES CORE S&P 500 ETF and 12.5% of portfolio in ISHARES 0-3 MONTH TREASURY BOND ETF.
The fund managers got completely rid off ISHARES 20 YEAR TREASURY BOND ETF (IJR) and GENERAL MLS INC COM (GIS) stocks. They significantly reduced their stock positions in METLIFE INC COM (MET), ISHARES RUSSELL 1000 GROWTH ETF (IJR) and VANGUARD S&P 500 ETF (VB). IFS Advisors, LLC opened new stock positions in VANGUARD TOTAL BOND MARKET ETF (BIV), INVESCO BULLETSHARES 2026 CORPORATE BOND ETF (BSAE) and ISHARES CORE U.S. AGGREGATE BOND ETF (IJR). The fund showed a lot of confidence in some stocks as they added substantially to ALPHABET INC CAP STK CL C (GOOG), INVESCO QQQ TRUST SERIES I (QQQ) and ISHARES CORE MSCI EAFE ETF (IBCE).
The top stock holdings of IFS Advisors, LLC are IJR, DMXF, IBCE. The fund has invested 24.2% of it's portfolio in ISHARES CORE S&P 500 ETF and 12.5% of portfolio in ISHARES 0-3 MONTH TREASURY BOND ETF.
The fund managers got completely rid off ISHARES 20 YEAR TREASURY BOND ETF (IJR) and GENERAL MLS INC COM (GIS) stocks. They significantly reduced their stock positions in METLIFE INC COM (MET), ISHARES RUSSELL 1000 GROWTH ETF (IJR) and VANGUARD S&P 500 ETF (VB). IFS Advisors, LLC opened new stock positions in VANGUARD TOTAL BOND MARKET ETF (BIV), INVESCO BULLETSHARES 2026 CORPORATE BOND ETF (BSAE) and ISHARES CORE U.S. AGGREGATE BOND ETF (IJR). The fund showed a lot of confidence in some stocks as they added substantially to ALPHABET INC CAP STK CL C (GOOG), INVESCO QQQ TRUST SERIES I (QQQ) and ISHARES CORE MSCI EAFE ETF (IBCE).
Insight Financial Services Annual Return Estimates Vs S&P 500
Our best estimate is that IFS Advisors, LLC made a return of 3.46% in the last quarter. In trailing 12 months, it's portfolio return was 5.71%.
New Buys
| Ticker | $ Bought |
|---|---|
| ishares ibonds dec 2026 term corporate etf | 11,353,600 |
| vanguard total bond market etf | 6,812,370 |
| invesco bulletshares 2026 corporate bond etf | 4,701,870 |
| ishares core u.s. aggregate bond etf | 3,924,890 |
| ishares treasury floating rate bond etf | 2,873,410 |
| wisdomtree floating rate treasury fund | 1,533,340 |
| chipotle mexican grill inc com | 6,544 |
| spdr gold shares | 5,687 |
New stocks bought by Insight Financial Services
Additions
| Ticker | % Inc. |
|---|---|
| alphabet inc cap stk cl c | 10.00 |
| ishares core msci eafe etf | 4.11 |
| invesco qqq trust series i | 4.11 |
| schwab us dividend equity etf | 4.03 |
| schwab u.s. small-cap etf | 3.82 |
| amazon com inc com | 3.16 |
| vanguard mid-cap etf | 1.95 |
| apple inc com | 0.96 |
Additions to existing portfolio by Insight Financial Services
Reductions
| Ticker | % Reduced |
|---|---|
| metlife inc com | -28.57 |
| ishares russell 1000 growth etf | -5.83 |
| vanguard s&p 500 etf | -3.77 |
| schwab u.s. large-cap growth etf | -1.94 |
| ishares core s&p 500 etf | -1.76 |
| ishares 0-3 month treasury bond etf | -0.9 |
| nvidia corporation com | -0.46 |
Insight Financial Services reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares 20 year treasury bond etf | -7,236 |
| general mls inc com | -518 |
Insight Financial Services got rid off the above stocks
Sector Distribution
IFS Advisors, LLC has about 97.8% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 97.8 |
Market Cap. Distribution
IFS Advisors, LLC has about 1.1% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 97.8 |
| MEGA-CAP | 1.1 |
Stocks belong to which Index?
About 1.9% of the stocks held by IFS Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 98 |
| S&P 500 | 1.9 |
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 176 stocks in it's portfolio. About 83.6% of the portfolio is in top 10 stocks. CAH 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: 15 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc com | 0.28 | 1,894 | 482,357 | added | 0.96 | ||
| ABBV | abbvie inc com | 0.03 | 200 | 46,308 | unchanged | 0.00 | ||
| ACT | advisorshares pure us cannabis etf | 0.00 | 155 | 742 | unchanged | 0.00 | ||
| ACWF | ishares core dividend growth etf | 8.21 | 206,124 | 14,032,900 | added | 0.14 | ||
| ACWF | ishares treasury floating rate bond etf | 1.68 | 56,798 | 2,873,410 | new | |||
| ADM | archer daniels midland co com | 0.01 | 175 | 10,454 | unchanged | 0.00 | ||
| ADP | automatic data processing inc com | 0.15 | 891 | 261,508 | unchanged | 0.00 | ||
| AEP | american elec pwr co inc com | 0.04 | 571 | 64,237 | unchanged | 0.00 | ||
| AGQ | proshares short vix short-term futures etf | 0.01 | 299 | 15,231 | unchanged | 0.00 | ||
| AGT | ishares ibonds dec 2026 term corporate etf | 6.64 | 467,228 | 11,353,600 | new | |||
| AGZD | wisdomtree u.s. largecap fund | 0.20 | 4,873 | 335,944 | unchanged | 0.00 | ||
| AI | c3 ai inc cl a | 0.00 | 50.00 | 867 | unchanged | 0.00 | ||
| ALE | allete inc com new | 0.00 | 70.00 | 4,648 | unchanged | 0.00 | ||
| ALLY | ally finl inc com | 0.00 | 100 | 3,920 | unchanged | 0.00 | ||
| AMD | advanced micro devices inc com | 0.02 | 180 | 29,122 | unchanged | 0.00 | ||
| AMLX | amplify cwp enhanced dividend income etf | 0.01 | 341 | 15,198 | unchanged | 0.00 | ||
| AMPS | ishares floating rate bond etf | 0.03 | 1,000 | 51,085 | unchanged | 0.00 | ||
| AMZN | amazon com inc com | 0.06 | 425 | 93,317 | added | 3.16 | ||
| ANDE | andersons inc com | 0.00 | 42.00 | 1,672 | unchanged | 0.00 | ||
| ARKF | ark innovation etf | 0.01 | 213 | 18,381 | unchanged | 0.00 | ||