Latest Insight Financial Services Stock Portfolio

Insight Financial Services Performance:

2026 Q1: -1.33%YTD: -1.33%2025: 7.2%

Performance for 2026 Q1 is -1.33%, and YTD is -1.33%, and 2025 is 7.2%.

About Insight Financial Services and 13F Hedge Fund Stock Holdings

IFS Advisors, LLC is a hedge fund based in Overland Park, KS. On 2026-04-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, IFS Advisors, LLC reported an equity portfolio of $194.1 Millions as of 31 Mar, 2026.

The top stock holdings of IFS Advisors, LLC are IJR, DMXF, ACWF. The fund has invested 15.6% of it's portfolio in ISHARES CORE S&P 500 ETF and 9.2% of portfolio in ISHARES 0-3 MONTH TREASURY BOND ETF.

The fund managers got completely rid off CYBERARK SOFTWARE LTD SHS (CYBR), AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF (AMLX) and MONSTER BEVERAGE CORP NEW COM (MNST) stocks. They significantly reduced their stock positions in AUTOMATIC DATA PROCESSING INC COM (ADP), ISHARES CORE MSCI EAFE ETF (IBCE) and ISHARES CORE U.S. AGGREGATE BOND ETF (IJR). IFS Advisors, LLC opened new stock positions in NEXTERA ENERGY INC COM (NEE), ALLIANT ENERGY CORP COM (LNT) and PHILIP MORRIS INTL INC COM (PM). The fund showed a lot of confidence in some stocks as they added substantially to JPMORGAN CHASE & CO COM (JPM), ALTRIA GROUP INC COM (MO) and EXXON MOBIL CORP COM (XOM).

Insight Financial Services Annual Return Estimates Vs S&P 500

Our best estimate is that IFS Advisors, LLC made a return of -1.33% in the last quarter. In trailing 12 months, it's portfolio return was 10.55%.

Performance
S&P 500

New Buys

Ticker	$ Bought
nextera energy inc com	160,218
alliant energy corp com	111,443
philip morris intl inc com	72,253
ingredion inc com	44,838
consolidated edison inc com	37,575
bristol-myers squibb co com	35,116
southern co com	33,588
central bancompany com cl a	27,183

New stocks bought by Insight Financial Services

Additions

Ticker	% Inc.
jpmorgan chase & co com	6,490
altria group inc com	446
exxon mobil corp com	270
dow hldgs inc com	209
chevron corporation com	158
netflix inc. com	150
proshares short vix short-term futures etf	130
united parcel svcs inc cl b	116

Additions to existing portfolio by Insight Financial Services

Reductions

Ticker	% Reduced
automatic data processing inc com	-22.45
ishares core msci eafe etf	-1.95
ishares core u.s. aggregate bond etf	-1.8
ishares core s&p small cap etf	-1.75
ishares russell 1000 etf	-1.21
ishares core s&p 500 etf	-0.9
ishares core s&p mid-cap etf	-0.43

Insight Financial Services reduced stake in above stock

Sold off

Ticker	$ Sold
amplify cwp enhanced dividend income etf	-15,174
monster beverage corp new com	-7,667
cyberark software ltd shs	-18,288
schwab u.s. broad market etf	-45.00

Insight Financial Services got rid off the above stocks

Sector Distribution

IFS Advisors, LLC has about 97.2% of it's holdings in Others sector.

Sector	%
Others	97.2

Market Cap. Distribution

IFS Advisors, LLC has about 2.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	97.3
MEGA-CAP	1.4
LARGE-CAP	1.2

Stocks belong to which Index?

About 2.5% of the stocks held by IFS Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	97.4
S&P 500	2.5

Top 5 Winners (%)		%
USO	united states oil fund lp	84.0 %
MRNA	moderna inc com	72.4 %
TPL	texas pacific land corporation com	65.2 %
GLW	corning inc com	55.3 %
LNG	cheniere energy inc com new	46.0 %

Top 5 Winners ($)		$
IJR	ishares core s&p small cap etf	0.3 M
IJR	ishares core s&p mid-cap etf	0.3 M
CWI	state street spdr portfolio developed world ex-us etf	0.2 M
ACWF	ishares core dividend growth etf	0.2 M
IBCE	ishares core msci eafe etf	0.2 M

Top 5 Losers (%)		%
	net lease office properties com	-55.8 %
SLQT	selectquote inc com	-55.4 %
KD	kyndryl hldgs inc common stock	-50.6 %
	servicetitan inc shs cl a	-40.4 %
AI	c3 ai inc cl a	-37.5 %

Top 5 Losers ($)		$
FNDA	schwab u.s. large-cap growth etf	-1.7 M
IJR	ishares core s&p 500 etf	-1.5 M
VB	vanguard mid-cap etf	-0.1 M
ADP	automatic data processing inc com	0.0 M
TSLA	tesla inc com	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 215 stocks in it's portfolio. About 73.6% of the portfolio is in top 10 stocks. FNDA 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: 06 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc com	0.24	1,816	461,030	added	2.66

ABBV	abbvie inc com	0.02	200	43,498	unchanged	0.00

ACT	advisorshares pure us cannabis etf	0.00	155	550	unchanged	0.00

ACWF	ishares core dividend growth etf	8.72	241,130	16,922,600	added	1.66

ACWF	ishares treasury floating rate bond etf	1.39	53,225	2,694,780	added	0.06

ADM	archer daniels midland co com	0.01	368	26,749	added	110

ADP	automatic data processing inc com	0.07	691	140,397	reduced	-22.45

AEP	american elec pwr co inc com	0.05	759	99,489	added	32.92

AGQ	proshares short vix short-term futures etf	0.02	689	31,556	added	130

AGT	ishares ibonds dec 2026 term corporate etf	12.09	967,802	23,459,500	added	3.38

AGZD	wisdomtree u.s. largecap fund	0.17	4,873	331,900	unchanged	0.00

AI	c3 ai inc cl a	0.00	50.00	421	unchanged	0.00

ALLY	ally finl inc com	0.00	100	3,923	unchanged	0.00

AMD	advanced micro devices inc com	0.02	180	36,617	unchanged	0.00

AMLX	amplify cwp enhanced dividend income etf	0.00	0.00	0.00	sold off	-100

AMPS	ishares floating rate bond etf	0.03	1,000	50,950	unchanged	0.00

AMZN	amazon com inc com	0.06	514	107,050	added	20.94

ANDE	andersons inc com	0.00	42.00	3,014	unchanged	0.00

ARKF	ark innovation etf	0.01	213	14,396	unchanged	0.00

ASML	asml hldg nv n y registry shs	0.00	4.00	5,283	unchanged	0.00