$84.2 Million is the total value of IFS Advisors, LLC's 148 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was 13.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES CORE S&P 500 ETFetf | $37,417,096 | +63.2% | 78,339 | +46.8% | 44.46% | +4.1% |
| DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETFetf | $11,194,873 | +34.1% | 208,005 | +23.4% | 13.30% | -14.5% |
| VGT | Buy | VANGUARD INFORMATION TECHNOLOGY ETFetf | $10,679,010 | +64.1% | 22,064 | +40.7% | 12.69% | +4.6% |
| IJH | Buy | ISHARES CORE S&P MID-CAP ETFetf | $6,366,721 | +20.0% | 22,972 | +8.0% | 7.56% | -23.5% |
| IJR | Buy | ISHARES CORE S&P SMALL CAP ETFetf | $6,227,983 | +30.9% | 57,533 | +14.1% | 7.40% | -16.5% |
| SCHA | Buy | SCHWAB U.S. SMALL-CAP ETFetf | $5,907,919 | +268.0% | 125,061 | +222.7% | 7.02% | +134.6% |
| VO | Buy | VANGUARD MID-CAP ETFetf | $2,154,173 | +210.8% | 9,259 | +178.2% | 2.56% | +98.1% |
| IWB | ISHARES RUSSELL 1000 ETFetf | $603,198 | +11.6% | 2,300 | 0.0% | 0.72% | -28.8% | |
| IWF | Buy | ISHARES RUSSELL 1000 GROWTH ETFetf | $445,053 | +1845.6% | 1,468 | +1607.0% | 0.53% | +1130.2% |
| AAPL | Buy | APPLE INC COMstock | $340,841 | +13.7% | 1,770 | +1.1% | 0.40% | -27.5% |
| EPS | WISDOMTREE U.S. LARGECAP FUNDetf | $253,732 | +9.5% | 5,063 | 0.0% | 0.30% | -30.3% | |
| BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $219,702 | +1.8% | 616 | 0.0% | 0.26% | -35.1% | |
| ADP | AUTOMATIC DATA PROCESSING INC COMstock | $207,576 | -3.2% | 891 | 0.0% | 0.25% | -38.2% | |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTetf | $185,043 | +12.5% | 491 | 0.0% | 0.22% | -28.3% | |
| QQQ | INVESCO QQQ TRUST SERIES Ietf | $169,541 | +14.3% | 414 | 0.0% | 0.20% | -27.2% | |
| V | Buy | VISA INC COM CL Astock | $137,464 | +15.4% | 528 | +1.9% | 0.16% | -26.6% |
| TSLA | TESLA INC COMstock | $90,198 | -0.7% | 363 | 0.0% | 0.11% | -36.7% | |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFetf | $88,636 | +8.2% | 2,090 | 0.0% | 0.10% | -31.4% | |
| VOO | Buy | VANGUARD S&P 500 ETFetf | $84,739 | +22.6% | 194 | +10.2% | 0.10% | -21.7% |
| PG | PROCTER AND GAMBLE CO COMstock | $68,272 | +0.5% | 465 | 0.0% | 0.08% | -36.2% | |
| MRK | MERCK & CO INC COMstock | $65,084 | +5.9% | 597 | 0.0% | 0.08% | -33.0% | |
| IWD | ISHARES RUSSELL 1000 VALUE ETFetf | $63,290 | +8.8% | 383 | 0.0% | 0.08% | -30.6% | |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFetf | $62,510 | -11.0% | 4,700 | 0.0% | 0.07% | -43.5% | |
| XEL | XCEL ENERGY INC COMstock | $59,185 | +8.2% | 956 | 0.0% | 0.07% | -31.4% | |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $50,618 | +1.3% | 617 | 0.0% | 0.06% | -35.5% | |
| FLOT | ISHARES FLOATING RATE BOND ETFetf | $50,620 | -0.5% | 1,000 | 0.0% | 0.06% | -36.8% | |
| AEP | AMERICAN ELEC PWR CO INC COMstock | $46,376 | +8.0% | 571 | 0.0% | 0.06% | -31.2% | |
| DE | DEERE & CO COMstock | $42,386 | +6.0% | 106 | 0.0% | 0.05% | -33.3% | |
| NVDA | Sell | NVIDIA CORPORATION COMstock | $38,131 | +12.4% | 77 | -1.3% | 0.04% | -28.6% |
| FB | META PLATFORMS INC CL Astock | $37,873 | +17.9% | 107 | 0.0% | 0.04% | -25.0% | |
| TPL | TEXAS PACIFIC LAND CORPORATION COMstock | $34,593 | -13.8% | 22 | 0.0% | 0.04% | -45.3% | |
| IBM | INTERNATIONAL BUSINESS MACHS COMstock | $32,219 | +16.6% | 197 | 0.0% | 0.04% | -26.9% | |
| SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFetf | $27,178 | +12.6% | 357 | +4.7% | 0.03% | -28.9% |
| F | FORD MTR CO DEL COMstock | $24,380 | -1.9% | 2,000 | 0.0% | 0.03% | -37.0% | |
| MSFT | MICROSOFT CORP COMstock | $24,686 | +19.2% | 65 | 0.0% | 0.03% | -25.6% | |
| NFLX | NETFLIX INC COMstock | $24,344 | +28.9% | 50 | 0.0% | 0.03% | -17.1% | |
| PNOV | INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBERetf | $22,386 | +4.2% | 650 | 0.0% | 0.03% | -32.5% | |
| HD | HOME DEPOT INC COMstock | $21,832 | +14.7% | 63 | 0.0% | 0.03% | -25.7% | |
| BIP | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $21,255 | +7.1% | 675 | 0.0% | 0.02% | -32.4% | |
| UNH | UNITEDHEALTH GROUP INC COMstock | $17,723 | +4.4% | 33 | 0.0% | 0.02% | -34.4% | |
| MMM | 3M CO COMstock | $17,272 | +16.8% | 158 | 0.0% | 0.02% | -25.0% | |
| T | Buy | AT&T INC COMstock | $14,410 | +11.8% | 858 | +0.1% | 0.02% | -29.2% |
| XOM | EXXON MOBIL CORP COMstock | $14,097 | -15.0% | 141 | 0.0% | 0.02% | -45.2% | |
| LYB | LYONDELLBASELL INDUSTRIES N V SHS - A -stock | $14,642 | +0.4% | 154 | 0.0% | 0.02% | -37.0% | |
| FDX | FEDEX CORP COMstock | $13,660 | -4.5% | 54 | 0.0% | 0.02% | -40.7% | |
| SPR | SPIRIT AEROSYSTEMS HLDGS INC COM CL Astock | $13,347 | +96.9% | 420 | 0.0% | 0.02% | +23.1% | |
| SKT | TANGER INC COMreit | $13,860 | +22.7% | 500 | 0.0% | 0.02% | -23.8% | |
| LAND | GLADSTONE LD CORP COMreit | $12,658 | +1.5% | 876 | 0.0% | 0.02% | -34.8% | |
| ADM | ARCHER DANIELS MIDLAND CO COMstock | $12,638 | -4.2% | 175 | 0.0% | 0.02% | -40.0% | |
| MET | METLIFE INC COMstock | $11,705 | +5.1% | 177 | 0.0% | 0.01% | -33.3% | |
| PFE | PFIZER INC COMstock | $11,976 | -13.2% | 416 | 0.0% | 0.01% | -46.2% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC COMstock | $12,177 | +16.5% | 323 | +0.3% | 0.01% | -26.3% |
| CSX | CSX CORP COMstock | $10,921 | +12.8% | 315 | 0.0% | 0.01% | -27.8% | |
| HSY | HERSHEY CO COMstock | $10,627 | -6.8% | 57 | 0.0% | 0.01% | -38.1% | |
| SONY | SONY GROUP CORP SPONSORED ADRadr | $11,173 | +14.9% | 118 | 0.0% | 0.01% | -27.8% | |
| SBUX | STARBUCKS CORP COMstock | $10,753 | +5.2% | 112 | 0.0% | 0.01% | -31.6% | |
| TRMB | TRIMBLE INC COMstock | $10,640 | -1.2% | 200 | 0.0% | 0.01% | -35.0% | |
| ARKK | ARK INNOVATION ETFetf | $11,154 | +32.0% | 213 | 0.0% | 0.01% | -18.8% | |
| JNJ | JOHNSON & JOHNSON COMstock | $11,285 | +0.6% | 72 | 0.0% | 0.01% | -38.1% | |
| OKE | ONEOK INC NEW COMstock | $10,884 | +10.7% | 155 | 0.0% | 0.01% | -27.8% | |
| UPS | UNITED PARCEL SERVICE INC CL Bstock | $10,219 | +0.9% | 65 | 0.0% | 0.01% | -36.8% | |
| USO | New | UNITED STATES OIL FUND LPetf | $9,997 | – | 150 | +100.0% | 0.01% | – |
| HEI | HEICO CORP NEW COMstock | $8,943 | +10.5% | 50 | 0.0% | 0.01% | -26.7% | |
| MO | ALTRIA GROUP INC COMstock | $9,157 | -4.1% | 227 | 0.0% | 0.01% | -38.9% | |
| DIS | DISNEY WALT CO COMstock | $9,209 | +11.4% | 102 | 0.0% | 0.01% | -26.7% | |
| O | REALTY INCOME CORP COMreit | $9,129 | +15.0% | 159 | 0.0% | 0.01% | -26.7% | |
| ORLY | OREILLY AUTOMOTIVE INC COMstock | $8,550 | +4.5% | 9 | 0.0% | 0.01% | -33.3% | |
| KO | COCA COLA CO COMstock | $8,721 | +5.3% | 148 | 0.0% | 0.01% | -33.3% | |
| BMY | BRISTOL-MYERS SQUIBB CO COMstock | $8,568 | -11.6% | 167 | 0.0% | 0.01% | -44.4% | |
| LUV | SOUTHWEST AIRLS CO COMstock | $8,548 | +6.7% | 296 | 0.0% | 0.01% | -33.3% | |
| BAC | Buy | BANK AMERICA CORP COMstock | $8,349 | +106.5% | 247 | +68.0% | 0.01% | +25.0% |
| SVXY | PROSHARES SHORT VIX SHORT-TERM FUTURES ETFetf | $7,755 | +19.8% | 75 | 0.0% | 0.01% | -25.0% | |
| PPL | PPL CORP COMstock | $7,804 | +15.0% | 288 | 0.0% | 0.01% | -30.8% | |
| CYBR | CYBERARK SOFTWARE LTD SHSstock | $7,447 | +33.7% | 34 | 0.0% | 0.01% | -10.0% | |
| BA | Sell | BOEING CO COMstock | $5,473 | -78.2% | 21 | -84.0% | 0.01% | -85.1% |
| LMT | LOCKHEED MARTIN CORP COMstock | $5,892 | +10.8% | 13 | 0.0% | 0.01% | -30.0% | |
| USB | US BANCORP DEL COM NEWstock | $5,842 | +30.9% | 135 | 0.0% | 0.01% | -12.5% | |
| COIN | COINBASE GLOBAL INC COM CL Astock | $5,739 | +131.7% | 33 | 0.0% | 0.01% | +40.0% | |
| WFC | WELLS FARGO CO NEW COMstock | $5,807 | +20.5% | 118 | 0.0% | 0.01% | -22.2% | |
| MNST | MONSTER BEVERAGE CORP NEW COMstock | $5,761 | +8.8% | 100 | 0.0% | 0.01% | -30.0% | |
| MRNA | MODERNA INC COMstock | $5,469 | -3.7% | 55 | 0.0% | 0.01% | -45.5% | |
| GNL | GLOBAL NET LEASE INC COM NEWreit | $5,313 | +3.5% | 534 | 0.0% | 0.01% | -40.0% | |
| INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETFetf | $5,258 | +14.8% | 171 | 0.0% | 0.01% | -33.3% | ||
| TLT | ISHARES 20 YEAR TREASURY BOND ETFetf | $4,944 | +11.5% | 50 | 0.0% | 0.01% | -25.0% | |
| SPY | SPDR S&P 500 ETF TRUSTetf | $5,228 | +11.2% | 11 | 0.0% | 0.01% | -33.3% | |
| New | SYMBOTIC INC CLASS A COMstock | $5,133 | – | 100 | +100.0% | 0.01% | – | |
| CPER | UNITED STATES COPPER INDEX FUNDetf | $4,828 | +4.9% | 200 | 0.0% | 0.01% | -33.3% | |
| BUD | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $3,941 | +16.8% | 61 | 0.0% | 0.01% | -16.7% | |
| TMUS | T-MOBILE US INC COMstock | $4,168 | +14.5% | 26 | 0.0% | 0.01% | -28.6% | |
| ALE | ALLETE INC COM NEWstock | $4,281 | +15.8% | 70 | 0.0% | 0.01% | -28.6% | |
| CMP | COMPASS MINERALS INTL INC COMstock | $3,038 | -9.4% | 120 | 0.0% | 0.00% | -33.3% | |
| DARE | DARE BIOSCIENCE INC COMstock | $3,522 | -33.1% | 11,400 | 0.0% | 0.00% | -60.0% | |
| COF | New | CAPITAL ONE FINL CORP COMstock | $3,278 | – | 25 | +100.0% | 0.00% | – |
| RIVIAN AUTOMOTIVE INC COM CL Astock | $3,519 | -3.4% | 150 | 0.0% | 0.00% | -42.9% | ||
| WPC | WP CAREY INC COMreit | $3,110 | +19.8% | 48 | 0.0% | 0.00% | -20.0% | |
| DPZ | DOMINOS PIZZA INC COMstock | $3,297 | +8.8% | 8 | 0.0% | 0.00% | -33.3% | |
| PYPL | PAYPAL HLDGS INC COMstock | $3,070 | +5.0% | 50 | 0.0% | 0.00% | -20.0% | |
| VIAC | PARAMOUNT GLOBAL CLASS B COMstock | $2,958 | +14.7% | 200 | 0.0% | 0.00% | -20.0% | |
| AMZN | New | AMAZON COM INC COMstock | $3,038 | – | 20 | +100.0% | 0.00% | – |
| ALLY | New | ALLY FINL INC COMstock | $3,492 | – | 100 | +100.0% | 0.00% | – |
| AXP | New | AMERICAN EXPRESS CO COMstock | $3,746 | – | 20 | +100.0% | 0.00% | – |
| ANDE | ANDERSONS INC COMstock | $2,416 | +11.7% | 42 | 0.0% | 0.00% | -25.0% | |
| OKTA | OKTA INC CL Astock | $2,715 | +11.0% | 30 | 0.0% | 0.00% | -40.0% | |
| SPCE | VIRGIN GALACTIC HOLDINGS INC COMstock | $2,450 | +36.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
| XLF | FINANCIAL SELECT SECTOR SPDR FUNDetf | $2,256 | +13.4% | 60 | 0.0% | 0.00% | -25.0% | |
| WARNER BROS DISCOVERY INC COM SER Astock | $2,332 | +4.8% | 205 | 0.0% | 0.00% | -25.0% | ||
| S | SENTINELONE INC CL Astock | $2,744 | +62.8% | 100 | 0.0% | 0.00% | 0.0% | |
| SHAK | SHAKE SHACK INC CL Astock | $2,594 | +27.7% | 35 | 0.0% | 0.00% | -25.0% | |
| TGT | TARGET CORP COMstock | $2,848 | +28.8% | 20 | 0.0% | 0.00% | -25.0% | |
| RTX | RTX CORPORATION COMstock | $2,692 | +16.9% | 32 | 0.0% | 0.00% | -25.0% | |
| IIPR | INNOVATIVE INDL PPTYS INC COMreit | $2,016 | +33.2% | 20 | 0.0% | 0.00% | -33.3% | |
| GILD | GILEAD SCIENCES INC COMstock | $1,854 | +9.1% | 22 | 0.0% | 0.00% | -33.3% | |
| PLUG | PLUG POWER INC COM NEWstock | $1,350 | -40.8% | 300 | 0.0% | 0.00% | -50.0% | |
| WMT | WALMART INC COMstock | $1,576 | -1.4% | 10 | 0.0% | 0.00% | -33.3% | |
| BHF | BRIGHTHOUSE FINL INC COMstock | $1,323 | +8.2% | 25 | 0.0% | 0.00% | 0.0% | |
| AI | New | C3 AI INC CL Astock | $1,435 | – | 50 | +100.0% | 0.00% | – |
| KKR | KKR & CO INC COMstock | $2,071 | +34.5% | 25 | 0.0% | 0.00% | -33.3% | |
| JPM | JPMORGAN CHASE & CO COMstock | $1,851 | +18.2% | 10 | 0.0% | 0.00% | -33.3% | |
| CFFN | CAPITOL FED FINL INC COMstock | $1,457 | +35.2% | 226 | 0.0% | 0.00% | 0.0% | |
| CVX | New | CHEVRON CORP NEW COMstock | $1,491 | – | 10 | +100.0% | 0.00% | – |
| CSCO | CISCO SYS INC COMstock | $1,713 | -5.4% | 33 | 0.0% | 0.00% | -33.3% | |
| PRPL | PURPLE INNOVATION INC COMstock | $1,978 | -39.8% | 1,921 | 0.0% | 0.00% | -66.7% | |
| OGN | ORGANON & CO COMMON STOCKstock | $836 | -16.9% | 58 | 0.0% | 0.00% | -50.0% | |
| MGM | MGM RESORTS INTERNATIONAL COMstock | $804 | +21.6% | 18 | 0.0% | 0.00% | 0.0% | |
| PRU | PRUDENTIAL FINL INC COMstock | $1,244 | +9.3% | 12 | 0.0% | 0.00% | -50.0% | |
| KYNDRYL HLDGS INC COMMON STOCKstock | $872 | +37.5% | 42 | 0.0% | 0.00% | 0.0% | ||
| RBLX | ROBLOX CORP CL Astock | $731 | +57.9% | 16 | 0.0% | 0.00% | 0.0% | |
| DNUT | KRISPY KREME INC COMstock | $845 | +21.1% | 56 | 0.0% | 0.00% | 0.0% | |
| CRM | SALESFORCE INC COMstock | $789 | +29.8% | 3 | 0.0% | 0.00% | 0.0% | |
| GIS | GENERAL MLS INC COMstock | $651 | +1.9% | 10 | 0.0% | 0.00% | 0.0% | |
| GLW | CORNING INC COMstock | $913 | -0.1% | 30 | 0.0% | 0.00% | -50.0% | |
| CLNE | CLEAN ENERGY FUELS CORP COMstock | $612 | 0.0% | 160 | 0.0% | 0.00% | 0.0% | |
| CG | CARLYLE GROUP INC COMstock | $908 | +36.3% | 22 | 0.0% | 0.00% | 0.0% | |
| BUZZ | VANECK SOCIAL SENTIMENT ETFetf | $747 | +21.3% | 40 | 0.0% | 0.00% | 0.0% | |
| ARCC | ARES CAPITAL CORP COMcef | $600 | +2.7% | 30 | 0.0% | 0.00% | 0.0% | |
| VTRS | VIATRIS INC COMstock | $552 | +10.0% | 51 | 0.0% | 0.00% | 0.0% | |
| MSOS | ADVISORSHARES PURE US CANNABIS ETFetf | $1,086 | -11.7% | 155 | 0.0% | 0.00% | -50.0% | |
| Sell | FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETFetf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% | |
| DGS | Exit | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUNDetf | $0 | – | 0 | +100.0% | 0.00% | – |
| SAVE | SPIRIT AIRLS INC COMstock | $180 | -0.6% | 11 | 0.0% | 0.00% | – | |
| SLQT | SELECTQUOTE INC COMstock | $253 | +17.1% | 185 | 0.0% | 0.00% | – | |
| SCHB | Buy | SCHWAB U.S. BROAD MARKET ETFetf | $38 | +11.8% | 0 | +100.0% | 0.00% | – |
| ORION OFFICE REIT INC COMreit | $85 | +9.0% | 15 | 0.0% | 0.00% | – | ||
| AVDV | Exit | AVANTIS INTERNATIONAL SMALL CAP VALUE ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| VNQ | Exit | VANGUARD REAL ESTATE ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| WAB | Exit | WABTEC COMstock | $0 | – | -1 | -100.0% | 0.00% | – |
| LUMN | LUMEN TECHNOLOGIES INC COMstock | $47 | +30.6% | 26 | 0.0% | 0.00% | – | |
| M | MACYS INC COMstock | $201 | +73.3% | 10 | 0.0% | 0.00% | – | |
| New | ALSET INC COMstock | $345 | – | 335 | +100.0% | 0.00% | – | |
| LI-CYCLE HOLDINGS CORP COMMON SHARESstock | $321 | -83.6% | 550 | 0.0% | 0.00% | -100.0% | ||
| NCLH | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $380 | +21.4% | 19 | 0.0% | 0.00% | -100.0% | |
| LUCID GROUP INC COMstock | $33 | -25.0% | 8 | 0.0% | 0.00% | – | ||
| AEI | Exit | ALSET INC COMstock | $0 | – | -335 | -100.0% | -0.00% | – |
| NOK | Exit | NOKIA CORP SPONSORED ADRadr | $0 | – | -160 | -100.0% | -0.00% | – |
| Exit | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKstock | $0 | – | -12 | -100.0% | -0.00% | – | |
| VMW | Exit | VMWARE INC CL A COMstock | $0 | – | -10 | -100.0% | -0.00% | – |
| Exit | GENERAL ELECTRIC CO COM NEWstock | $0 | – | -38 | -100.0% | -0.01% | – | |
| Exit | PEAKSTONE REALTY TRUST COMMON SHARESreit | $0 | – | -653 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-01-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES CORE SP 500 ETF | 13 | Q4 2023 | 54.8% |
| ISHARES CORE DIVIDEND GROWTH ETF | 13 | Q4 2023 | 31.2% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | 13 | Q4 2023 | 7.5% |
| VANGUARD SP 500 ETF | 13 | Q4 2023 | 15.2% |
| ISHARES RUSSELL 1000 ETF | 13 | Q4 2023 | 3.0% |
| WISDOMTREE U.S. LARGECAP FUND | 13 | Q4 2023 | 0.9% |
| INVESCO QQQ TRUST SERIES I | 13 | Q4 2023 | 0.5% |
| TESLA INC COM | 13 | Q4 2023 | 0.3% |
| ISHARES SP SMALL-CAP FUND | 12 | Q4 2023 | 8.9% |
| DARE BIOSCIENCE INC COM | 11 | Q4 2023 | 0.0% |
View IFS Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-04 |
| 13F-HR | 2024-01-05 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-16 |
View IFS Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.