$53.7 Million is the total value of IFS Advisors, LLC's 149 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 11.8% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IVV | Buy | ISHARES CORE S&P 500 ETFetf | $22,920,857 | +3.7% | 53,375 | +7.6% | 42.72% | -21.7% |
DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETFetf | $8,349,438 | +4.7% | 168,573 | +8.9% | 15.56% | -21.0% |
VGT | Buy | VANGUARD INFORMATION TECHNOLOGY ETFetf | $6,506,992 | +1.6% | 15,683 | +8.3% | 12.13% | -23.3% |
IJH | New | ISHARES CORE S&P MID-CAP ETFetf | $5,305,419 | – | 21,277 | +100.0% | 9.89% | – |
IJR | Buy | ISHARES CORE S&P SMALL CAP ETFetf | $4,756,191 | +4801.5% | 50,420 | +5081.9% | 8.86% | +3593.8% |
SCHA | New | SCHWAB U.S. SMALL-CAP ETFetf | $1,605,220 | – | 38,754 | +100.0% | 2.99% | – |
VO | New | VANGUARD MID-CAP ETFetf | $693,083 | – | 3,328 | +100.0% | 1.29% | – |
IWB | Sell | ISHARES RUSSELL 1000 ETFetf | $540,293 | -30.7% | 2,300 | -28.1% | 1.01% | -47.7% |
AAPL | Sell | APPLE INC COMstock | $299,647 | -19.5% | 1,750 | -8.9% | 0.56% | -39.2% |
EPS | WISDOMTREE U.S. LARGECAP FUNDetf | $231,632 | -2.1% | 5,063 | 0.0% | 0.43% | -26.0% | |
BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $215,784 | +15.7% | 616 | +12.6% | 0.40% | -12.8% |
ADP | AUTOMATIC DATA PROCESSING INC COMstock | $214,356 | +9.5% | 891 | 0.0% | 0.40% | -17.4% | |
DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTetf | $164,460 | -2.6% | 491 | 0.0% | 0.31% | -26.4% | |
QQQ | INVESCO QQQ TRUST SERIES Ietf | $148,323 | -3.0% | 414 | 0.0% | 0.28% | -27.0% | |
V | VISA INC COM CL Astock | $119,145 | -3.1% | 518 | 0.0% | 0.22% | -27.0% | |
TSLA | Buy | TESLA INC COMstock | $90,829 | -2.3% | 363 | +2.3% | 0.17% | -26.5% |
SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFetf | $81,907 | -5.2% | 2,090 | 0.0% | 0.15% | -28.2% | |
PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFetf | $70,265 | +9.9% | 4,700 | 0.0% | 0.13% | -17.1% | |
VOO | Sell | VANGUARD S&P 500 ETFetf | $69,115 | -19.6% | 176 | -16.6% | 0.13% | -39.2% |
PG | PROCTER AND GAMBLE CO COMstock | $67,956 | -3.9% | 465 | 0.0% | 0.13% | -27.4% | |
MRK | MERCK & CO INC COMstock | $61,461 | -10.8% | 597 | 0.0% | 0.12% | -32.4% | |
IWD | ISHARES RUSSELL 1000 VALUE ETFetf | $58,147 | -3.8% | 383 | 0.0% | 0.11% | -27.5% | |
XEL | XCEL ENERGY INC COMstock | $54,702 | -8.0% | 956 | 0.0% | 0.10% | -30.6% | |
FLOT | ISHARES FLOATING RATE BOND ETFetf | $50,890 | +0.1% | 1,000 | 0.0% | 0.10% | -24.6% | |
SHY | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $49,958 | -0.1% | 617 | 0.0% | 0.09% | -25.0% | |
AEP | AMERICAN ELEC PWR CO INC COMstock | $42,950 | -10.7% | 571 | 0.0% | 0.08% | -32.8% | |
TPL | TEXAS PACIFIC LAND CORPORATION COMstock | $40,118 | +38.5% | 22 | 0.0% | 0.08% | +4.2% | |
DE | DEERE & CO COMstock | $40,002 | -6.9% | 106 | 0.0% | 0.08% | -29.2% | |
NVDA | NVIDIA CORPORATION COMstock | $33,929 | +2.8% | 78 | 0.0% | 0.06% | -23.2% | |
FB | META PLATFORMS INC CL Astock | $32,122 | +4.6% | 107 | 0.0% | 0.06% | -21.1% | |
IBM | Sell | INTERNATIONAL BUSINESS MACHS COMstock | $27,639 | -15.7% | 197 | -19.6% | 0.05% | -35.8% |
BA | BOEING CO COMstock | $25,110 | -9.2% | 131 | 0.0% | 0.05% | -30.9% | |
F | FORD MTR CO DEL COMstock | $24,840 | -17.9% | 2,000 | 0.0% | 0.05% | -38.7% | |
SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFetf | $24,129 | +43770.9% | 341 | +100.0% | 0.04% | – |
IWF | Sell | ISHARES RUSSELL 1000 GROWTH ETFetf | $22,875 | -30.7% | 86 | -28.3% | 0.04% | -47.6% |
PNOV | INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBERetf | $21,489 | -2.5% | 650 | 0.0% | 0.04% | -25.9% | |
MSFT | MICROSOFT CORP COMstock | $20,715 | -7.5% | 65 | 0.0% | 0.04% | -29.1% | |
BIP | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $19,845 | -19.5% | 675 | 0.0% | 0.04% | -39.3% | |
NFLX | NETFLIX INC COMstock | $18,880 | -14.3% | 50 | 0.0% | 0.04% | -35.2% | |
HD | HOME DEPOT INC COMstock | $19,036 | -2.7% | 63 | 0.0% | 0.04% | -27.1% | |
UNH | UNITEDHEALTH GROUP INC COMstock | $16,973 | +4.9% | 33 | 0.0% | 0.03% | -20.0% | |
XOM | EXXON MOBIL CORP COMstock | $16,578 | +9.6% | 141 | 0.0% | 0.03% | -16.2% | |
MMM | Sell | 3M CO COMstock | $14,791 | -35.5% | 158 | -31.0% | 0.03% | -50.9% |
FDX | FEDEX CORP COMstock | $14,305 | +6.9% | 54 | 0.0% | 0.03% | -18.2% | |
LYB | LYONDELLBASELL INDUSTRIES N V SHS - A -stock | $14,583 | +3.1% | 154 | 0.0% | 0.03% | -22.9% | |
PFE | PFIZER INC COMstock | $13,798 | -9.6% | 416 | 0.0% | 0.03% | -31.6% | |
ADM | ARCHER DANIELS MIDLAND CO COMstock | $13,198 | -0.2% | 175 | 0.0% | 0.02% | -24.2% | |
T | AT&T INC COMstock | $12,886 | -5.7% | 857 | 0.0% | 0.02% | -29.4% | |
LAND | GLADSTONE LD CORP COMreit | $12,465 | -12.5% | 876 | 0.0% | 0.02% | -34.3% | |
JNJ | JOHNSON & JOHNSON COMstock | $11,214 | -5.9% | 72 | 0.0% | 0.02% | -27.6% | |
MET | METLIFE INC COMstock | $11,135 | +11.3% | 177 | 0.0% | 0.02% | -16.0% | |
SKT | TANGER FACTORY OUTLET CTRS INC COMreit | $11,300 | +2.4% | 500 | 0.0% | 0.02% | -22.2% | |
HSY | HERSHEY CO COMstock | $11,404 | -19.9% | 57 | 0.0% | 0.02% | -40.0% | |
PEAKSTONE REALTY TRUST COMMON SHARESreit | $10,865 | -40.4% | 653 | 0.0% | 0.02% | -55.6% | ||
TRMB | TRIMBLE INC COMstock | $10,772 | +1.7% | 200 | 0.0% | 0.02% | -23.1% | |
SBUX | STARBUCKS CORP COMstock | $10,222 | -7.9% | 112 | 0.0% | 0.02% | -29.6% | |
VZ | Buy | VERIZON COMMUNICATIONS INC COMstock | $10,449 | -12.7% | 322 | +0.3% | 0.02% | -36.7% |
UPS | UNITED PARCEL SERVICE INC CL Bstock | $10,131 | -13.0% | 65 | 0.0% | 0.02% | -34.5% | |
OKE | ONEOK INC NEW COMstock | $9,831 | +2.8% | 155 | 0.0% | 0.02% | -25.0% | |
SONY | SONY GROUP CORP SPONSORED ADRadr | $9,724 | -8.5% | 118 | 0.0% | 0.02% | -30.8% | |
MO | ALTRIA GROUP INC COMstock | $9,545 | -7.2% | 227 | 0.0% | 0.02% | -28.0% | |
CSX | CSX CORP COMstock | $9,686 | -9.8% | 315 | 0.0% | 0.02% | -33.3% | |
BMY | BRISTOL-MYERS SQUIBB CO COMstock | $9,692 | -9.2% | 167 | 0.0% | 0.02% | -30.8% | |
ARKK | ARK INNOVATION ETFetf | $8,449 | -10.1% | 213 | 0.0% | 0.02% | -30.4% | |
ORLY | OREILLY AUTOMOTIVE INC COMstock | $8,179 | -4.9% | 9 | 0.0% | 0.02% | -28.6% | |
HEI | HEICO CORP NEW COMstock | $8,096 | -8.5% | 50 | 0.0% | 0.02% | -31.8% | |
DIS | DISNEY WALT CO COMstock | $8,267 | -9.2% | 102 | 0.0% | 0.02% | -31.8% | |
LUV | SOUTHWEST AIRLS CO COMstock | $8,012 | -25.2% | 296 | 0.0% | 0.02% | -42.3% | |
O | REALTY INCOME CORP COMreit | $7,940 | -16.5% | 159 | 0.0% | 0.02% | -34.8% | |
KO | COCA COLA CO COMstock | $8,285 | -7.0% | 148 | 0.0% | 0.02% | -31.8% | |
PPL | PPL CORP COMstock | $6,785 | -11.0% | 288 | 0.0% | 0.01% | -31.6% | |
SPR | SPIRIT AEROSYSTEMS HLDGS INC COM CL Astock | $6,778 | -44.7% | 420 | 0.0% | 0.01% | -56.7% | |
SVXY | PROSHARES SHORT VIX SHORT-TERM FUTURES ETFetf | $6,475 | +2.0% | 75 | 0.0% | 0.01% | -25.0% | |
MRNA | MODERNA INC COMstock | $5,680 | -15.0% | 55 | 0.0% | 0.01% | -35.3% | |
DARE | DARE BIOSCIENCE INC COMstock | $5,264 | -49.3% | 11,400 | 0.0% | 0.01% | -61.5% | |
GNL | GLOBAL NET LEASE INC COM NEWreit | $5,131 | -6.5% | 534 | 0.0% | 0.01% | -28.6% | |
LMT | LOCKHEED MARTIN CORP COMstock | $5,316 | -11.2% | 13 | 0.0% | 0.01% | -33.3% | |
MNST | MONSTER BEVERAGE CORP NEW COMstock | $5,295 | -7.8% | 100 | 0.0% | 0.01% | -28.6% | |
FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETFetf | $5,410 | +3.5% | 162 | 0.0% | 0.01% | -23.1% | ||
CYBR | CYBERARK SOFTWARE LTD SHSstock | $5,568 | +4.8% | 34 | 0.0% | 0.01% | -23.1% | |
SPY | SPDR S&P 500 ETF TRUSTetf | $4,702 | -3.6% | 11 | 0.0% | 0.01% | -25.0% | |
CPER | UNITED STATES COPPER INDEX FUNDetf | $4,604 | -0.8% | 200 | 0.0% | 0.01% | -18.2% | |
WFC | WELLS FARGO CO NEW COMstock | $4,821 | -4.3% | 118 | 0.0% | 0.01% | -25.0% | |
INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETFetf | $4,579 | -5.7% | 171 | 0.0% | 0.01% | -25.0% | ||
TLT | New | ISHARES 20 YEAR TREASURY BOND ETFetf | $4,434 | – | 50 | +100.0% | 0.01% | – |
USB | US BANCORP DEL COM NEWstock | $4,463 | +0.1% | 135 | 0.0% | 0.01% | -27.3% | |
GENERAL ELECTRIC CO COM NEWstock | $4,200 | +0.6% | 38 | 0.0% | 0.01% | -20.0% | ||
BAC | BANK AMERICA CORP COMstock | $4,044 | -4.4% | 147 | 0.0% | 0.01% | -20.0% | |
ALE | ALLETE INC COM NEWstock | $3,696 | -8.9% | 70 | 0.0% | 0.01% | -30.0% | |
RIVIAN AUTOMOTIVE INC COM CL Astock | $3,642 | +45.7% | 150 | 0.0% | 0.01% | +16.7% | ||
TMUS | T-MOBILE US INC COMstock | $3,641 | +0.8% | 26 | 0.0% | 0.01% | -22.2% | |
PRPL | PURPLE INNOVATION INC COMstock | $3,284 | -38.5% | 1,921 | 0.0% | 0.01% | -53.8% | |
BUD | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $3,373 | -2.5% | 61 | 0.0% | 0.01% | -33.3% | |
DPZ | DOMINOS PIZZA INC COMstock | $3,030 | +12.4% | 8 | 0.0% | 0.01% | -14.3% | |
CMP | COMPASS MINERALS INTL INC COMstock | $3,354 | -17.8% | 120 | 0.0% | 0.01% | -40.0% | |
PYPL | PAYPAL HLDGS INC COMstock | $2,923 | -12.4% | 50 | 0.0% | 0.01% | -37.5% | |
COIN | COINBASE GLOBAL INC COM CL Astock | $2,477 | +4.9% | 33 | 0.0% | 0.01% | -16.7% | |
WPC | WP CAREY INC COMreit | $2,595 | -20.0% | 48 | 0.0% | 0.01% | -37.5% | |
VIAC | PARAMOUNT GLOBAL CLASS B COMstock | $2,580 | -18.9% | 200 | 0.0% | 0.01% | -37.5% | |
OKTA | OKTA INC CL Astock | $2,445 | +17.5% | 30 | 0.0% | 0.01% | 0.0% | |
PLUG | PLUG POWER INC COM NEWstock | $2,280 | -26.9% | 300 | 0.0% | 0.00% | -50.0% | |
New | LI-CYCLE HOLDINGS CORP COMMON SHARESstock | $1,952 | – | 550 | +100.0% | 0.00% | – | |
RTX | RTX CORPORATION COMstock | $2,303 | -26.5% | 32 | 0.0% | 0.00% | -50.0% | |
XLF | FINANCIAL SELECT SECTOR SPDR FUNDetf | $1,990 | -1.6% | 60 | 0.0% | 0.00% | -20.0% | |
SHAK | SHAKE SHACK INC CL Astock | $2,032 | -25.3% | 35 | 0.0% | 0.00% | -42.9% | |
WARNER BROS DISCOVERY INC COM SER Astock | $2,226 | -13.4% | 205 | 0.0% | 0.00% | -33.3% | ||
TGT | TARGET CORP COMstock | $2,211 | -16.2% | 20 | 0.0% | 0.00% | -42.9% | |
ANDE | ANDERSONS INC COMstock | $2,163 | +11.6% | 42 | 0.0% | 0.00% | -20.0% | |
WMT | WALMART INC COMstock | $1,599 | +1.8% | 10 | 0.0% | 0.00% | -25.0% | |
IIPR | INNOVATIVE INDL PPTYS INC COMreit | $1,513 | +3.6% | 20 | 0.0% | 0.00% | -25.0% | |
KKR | KKR & CO INC COMstock | $1,540 | +10.0% | 25 | 0.0% | 0.00% | 0.0% | |
JPM | JPMORGAN CHASE & CO COMstock | $1,566 | +0.4% | 10 | 0.0% | 0.00% | -25.0% | |
VMW | VMWARE INC CL A COMstock | $1,664 | +15.9% | 10 | 0.0% | 0.00% | -25.0% | |
SPCE | VIRGIN GALACTIC HOLDINGS INC COMstock | $1,800 | -53.6% | 1,000 | 0.0% | 0.00% | -70.0% | |
CSCO | CISCO SYS INC COMstock | $1,810 | +4.7% | 33 | 0.0% | 0.00% | -25.0% | |
GILD | GILEAD SCIENCES INC COMstock | $1,699 | -1.8% | 22 | 0.0% | 0.00% | -25.0% | |
S | SENTINELONE INC CL Astock | $1,686 | +11.7% | 100 | 0.0% | 0.00% | -25.0% | |
OGN | ORGANON & CO COMMON STOCKstock | $1,006 | -16.6% | 58 | 0.0% | 0.00% | -33.3% | |
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKstock | $816 | -16.2% | 12 | 0.0% | 0.00% | 0.0% | ||
CFFN | CAPITOL FED FINL INC COMstock | $1,078 | -22.7% | 226 | 0.0% | 0.00% | -33.3% | |
MSOS | ADVISORSHARES PURE US CANNABIS ETFetf | $1,230 | +43.4% | 155 | 0.0% | 0.00% | 0.0% | |
BHF | BRIGHTHOUSE FINL INC COMstock | $1,223 | +3.4% | 25 | 0.0% | 0.00% | -33.3% | |
PRU | PRUDENTIAL FINL INC COMstock | $1,138 | +7.6% | 12 | 0.0% | 0.00% | -33.3% | |
GLW | CORNING INC COMstock | $914 | -13.0% | 30 | 0.0% | 0.00% | -33.3% | |
CG | Buy | CARLYLE GROUP INC COMstock | $666 | -4.4% | 22 | +4.8% | 0.00% | -50.0% |
MGM | MGM RESORTS INTERNATIONAL COMstock | $661 | -16.3% | 18 | 0.0% | 0.00% | -50.0% | |
CLNE | CLEAN ENERGY FUELS CORP COMstock | $612 | -22.8% | 160 | 0.0% | 0.00% | -50.0% | |
RBLX | ROBLOX CORP CL Astock | $463 | -28.1% | 16 | 0.0% | 0.00% | -50.0% | |
NOK | NOKIA CORP SPONSORED ADRadr | $598 | -10.1% | 160 | 0.0% | 0.00% | -50.0% | |
CRM | SALESFORCE INC COMstock | $608 | -3.9% | 3 | 0.0% | 0.00% | -50.0% | |
KYNDRYL HLDGS INC COMMON STOCKstock | $634 | +13.8% | 42 | 0.0% | 0.00% | 0.0% | ||
DNUT | KRISPY KREME INC COMstock | $698 | -15.3% | 56 | 0.0% | 0.00% | -50.0% | |
GIS | GENERAL MLS INC COMstock | $639 | -16.7% | 10 | 0.0% | 0.00% | -50.0% | |
ARCC | ARES CAPITAL CORP COMcef | $584 | +3.7% | 30 | 0.0% | 0.00% | 0.0% | |
BUZZ | VANECK SOCIAL SENTIMENT ETFetf | $616 | -6.1% | 40 | 0.0% | 0.00% | -50.0% | |
VTRS | VIATRIS INC COMstock | $502 | -1.2% | 51 | 0.0% | 0.00% | 0.0% | |
AEI | ALSET INC COMstock | $442 | -14.8% | 335 | 0.0% | 0.00% | 0.0% | |
NCLH | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $313 | -24.2% | 19 | 0.0% | 0.00% | 0.0% | |
WAB | WABTEC COMstock | $106 | -2.8% | 1 | 0.0% | 0.00% | – | |
XLV | Exit | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $0 | – | 0 | +100.0% | 0.00% | – |
SAVE | SPIRIT AIRLS INC COMstock | $181 | -3.7% | 11 | 0.0% | 0.00% | – | |
SLQT | SELECTQUOTE INC COMstock | $216 | -40.0% | 185 | 0.0% | 0.00% | -100.0% | |
DGS | New | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUNDetf | $0 | – | 0 | +100.0% | 0.00% | – |
SCHV | Exit | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
QCOM | Exit | QUALCOMM INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
XLE | Exit | ENERGY SELECT SECTOR SPDR FUNDetf | $0 | – | 0 | +100.0% | 0.00% | – |
ORION OFFICE REIT INC COMreit | $78 | -21.2% | 15 | 0.0% | 0.00% | – | ||
AVDV | New | AVANTIS INTERNATIONAL SMALL CAP VALUE ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
VNQ | Sell | VANGUARD REAL ESTATE ETFetf | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
SCHB | Sell | SCHWAB U.S. BROAD MARKET ETFetf | $34 | -62.2% | 0 | -100.0% | 0.00% | – |
LUCID GROUP INC COMstock | $44 | -20.0% | 8 | 0.0% | 0.00% | – | ||
M | MACYS INC COMstock | $116 | -27.5% | 10 | 0.0% | 0.00% | – | |
Exit | EMBARK TECHNOLOGY INC COM NEWstock | $0 | – | -50 | -100.0% | 0.00% | – | |
LUMN | LUMEN TECHNOLOGIES INC COMstock | $36 | -37.9% | 26 | 0.0% | 0.00% | – | |
BSV | Exit | VANGUARD SHORT-TERM BOND ETFetf | $0 | – | -23 | -100.0% | -0.00% | – |
CARR | Exit | CARRIER GLOBAL CORPORATION COMstock | $0 | – | -31 | -100.0% | -0.00% | – |
VOD | Exit | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $0 | – | -152 | -100.0% | -0.00% | – |
ENB | Exit | ENBRIDGE INC COMstock | $0 | – | -60 | -100.0% | -0.01% | – |
PLAY | Exit | DAVE & BUSTERS ENTMT INC COMstock | $0 | – | -75 | -100.0% | -0.01% | – |
Exit | SHELL PLC SPON ADSadr | $0 | – | -133 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-01
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.