Latest Insight Financial Services Stock Portfolio
Insight Financial Services Performance:
2025 Q4: 1%YTD: 7.09%2024: -2.54%
Performance for 2025 Q4 is 1%, and YTD is 7.09%, and 2024 is -2.54%.
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 $192.5 Millions as of 31 Dec, 2025.
The top stock holdings of IFS Advisors, LLC are IJR, DMXF, ACWF. The fund has invested 16.7% of it's portfolio in ISHARES CORE S&P 500 ETF and 9.1% of portfolio in ISHARES 0-3 MONTH TREASURY BOND ETF.
The fund managers got completely rid off KRAFT HEINZ CO COM (KHC) and ALLETE INC COM NEW (ALE) stocks. They significantly reduced their stock positions in DOW INC COM (DOW), UNITED PARCEL SERVICE INC CL B (UPS) and VANGUARD S&P 500 ETF (VB). IFS Advisors, LLC opened new stock positions in SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF (CWI), CATERPILLAR INC COM (CAT) and UNITED STATES NATURAL GAS FUND LP (UNG). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO BULLETSHARES 2026 CORPORATE BOND ETF (BSAE), TEXAS PACIFIC LAND CORPORATION COM (TPL) and ISHARES BITCOIN TRUST ETF.
The top stock holdings of IFS Advisors, LLC are IJR, DMXF, ACWF. The fund has invested 16.7% of it's portfolio in ISHARES CORE S&P 500 ETF and 9.1% of portfolio in ISHARES 0-3 MONTH TREASURY BOND ETF.
The fund managers got completely rid off KRAFT HEINZ CO COM (KHC) and ALLETE INC COM NEW (ALE) stocks. They significantly reduced their stock positions in DOW INC COM (DOW), UNITED PARCEL SERVICE INC CL B (UPS) and VANGUARD S&P 500 ETF (VB). IFS Advisors, LLC opened new stock positions in SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF (CWI), CATERPILLAR INC COM (CAT) and UNITED STATES NATURAL GAS FUND LP (UNG). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO BULLETSHARES 2026 CORPORATE BOND ETF (BSAE), TEXAS PACIFIC LAND CORPORATION COM (TPL) and ISHARES BITCOIN TRUST ETF.
Insight Financial Services Annual Return Estimates Vs S&P 500
Our best estimate is that IFS Advisors, LLC made a return of 1% in the last quarter. In trailing 12 months, it's portfolio return was 7.09%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| spdr portfolio developed world ex-us etf | 7,849,620 |
| caterpillar inc com | 30,720 |
| united states natural gas fund lp | 21,761 |
| ishares core msci emerging markets etf | 13,847 |
| neos nasdaq 100 high income etf | 5,386 |
| servicetitan inc shs cl a | 5,005 |
| union pac corp com | 4,857 |
| first trust nasdaq clean edge smart grid infrastructure index | 4,437 |
New stocks bought by Insight Financial Services
Additions
| Ticker | % Inc. |
|---|---|
| invesco bulletshares 2026 corporate bond etf | 212 |
| texas pacific land corporation com | 200 |
| ishares bitcoin trust etf | 198 |
| schwab u.s. small-cap etf | 175 |
| chipotle mexican grill inc com | 170 |
| ishares ibonds dec 2026 term corporate etf | 100 |
| netflix inc com | 88.68 |
| vanguard mid-cap etf | 77.22 |
Additions to existing portfolio by Insight Financial Services
Reductions
| Ticker | % Reduced |
|---|---|
| dow inc com | -68.03 |
| united parcel service inc cl b | -55.11 |
| vanguard s&p 500 etf | -48.24 |
| brighthouse finl inc com | -27.78 |
| ishares core s&p 500 etf | -24.34 |
| ishares core s&p small cap etf | -23.72 |
| ishares core msci eafe etf | -21.19 |
| ishares 0-3 month treasury bond etf | -17.29 |
Insight Financial Services reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| kraft heinz co com | -7,421 |
| allete inc com new | -4,648 |
Insight Financial Services got rid off the above stocks
Sector Distribution
IFS Advisors, LLC has about 97.9% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 97.9 |
Market Cap. Distribution
IFS Advisors, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 97.9 |
Stocks belong to which Index?
About 1.8% of the stocks held by IFS Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 98.1 |
| S&P 500 | 1.8 |
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 192 stocks in it's portfolio. About 74.7% of the portfolio is in top 10 stocks. TPL 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: 09 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc com | 0.25 | 1,769 | 481,046 | reduced | -6.6 | ||
| ABBV | abbvie inc com | 0.02 | 200 | 45,698 | unchanged | 0.00 | ||
| ACT | advisorshares pure us cannabis etf | 0.00 | 155 | 731 | unchanged | 0.00 | ||
| ACWF | ishares core dividend growth etf | 8.55 | 237,189 | 16,465,700 | added | 15.07 | ||
| ACWF | ishares treasury floating rate bond etf | 1.40 | 53,195 | 2,684,220 | reduced | -6.34 | ||
| ADM | archer daniels midland co com | 0.00 | 175 | 10,060 | unchanged | 0.00 | ||
| ADP | automatic data processing inc com | 0.12 | 891 | 229,191 | unchanged | 0.00 | ||
| AEP | american elec pwr co inc com | 0.03 | 571 | 65,842 | unchanged | 0.00 | ||
| AGQ | proshares short vix short-term futures etf | 0.01 | 299 | 16,558 | unchanged | 0.00 | ||
| AGT | ishares ibonds dec 2026 term corporate etf | 11.78 | 936,131 | 22,682,500 | added | 100 | ||
| AGZD | wisdomtree u.s. largecap fund | 0.18 | 4,873 | 345,300 | unchanged | 0.00 | ||
| AI | c3 ai inc cl a | 0.00 | 50.00 | 674 | unchanged | 0.00 | ||
| ALE | allete inc com new | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ALLY | ally finl inc com | 0.00 | 100 | 4,529 | unchanged | 0.00 | ||
| AMD | advanced micro devices inc com | 0.02 | 180 | 38,548 | unchanged | 0.00 | ||
| AMLX | amplify cwp enhanced dividend income etf | 0.01 | 341 | 15,174 | unchanged | 0.00 | ||
| AMPS | ishares floating rate bond etf | 0.03 | 1,000 | 50,860 | unchanged | 0.00 | ||
| AMZN | amazon com inc com | 0.05 | 425 | 98,098 | unchanged | 0.00 | ||
| ANDE | andersons inc com | 0.00 | 42.00 | 2,233 | unchanged | 0.00 | ||
| ARKF | ark innovation etf | 0.01 | 213 | 16,383 | unchanged | 0.00 | ||