Chief Compliance Officer

0001606587-21-000069.txt : 20210125 0001606587-21-000069.hdr.sgml : 20210125 20210125104227 ACCESSION NUMBER: 0001606587-21-000069 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210125 DATE AS OF CHANGE: 20210125 EFFECTIVENESS DATE: 20210125 FILER: COMPANY DATA: COMPANY CONFORMED NAME: IFS Advisors, LLC CENTRAL INDEX KEY: 0001765617 IRS NUMBER: 392075932 STATE OF INCORPORATION: KS FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20455 FILM NUMBER: 21548503 BUSINESS ADDRESS: STREET 1: 7101 COLLEGE BLVD STREET 2: SUITE 1501 CITY: OVERLAND PARK STATE: KS ZIP: 66210 BUSINESS PHONE: 913-402-2020 MAIL ADDRESS: STREET 1: 7101 COLLEGE BLVD STREET 2: SUITE 1501 CITY: OVERLAND PARK STATE: KS ZIP: 66210 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001765617 XXXXXXXX 12-31-2020 12-31-2020 false Insight Financial Services

7101 College Blvd. Suite 1501 Overland Park KS 66210

13F HOLDINGS REPORT 028-20455 N Larry Broxterman Chief Compliance Officer 913-402-2020 Larry Broxterman Overland Park KS 01-25-2021 0 178 130620 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM COM 88579Y101 27 158 SH SOLE NONE 0 0 158 ALLETE INC COM NEW COM NEW 018522300 4 70 SH SOLE NONE 0 0 70 ALTRIA GROUP INC COM COM 02209S103 9 227 SH SOLE NONE 0 0 227 AMAZON COM INC COM COM 023135106 55 17 SH SOLE NONE 0 0 17 AMERICAN ELEC PWR CO INC COM COM 025537101 47 571 SH SOLE NONE 0 0 571 ANDERSONS INC COM COM 034164103 1 42 SH SOLE NONE 0 0 42 APPLE INC COM COM 037833100 95 721 SH SOLE NONE 0 0 721 ARES CAPITAL CORP COM COM 04010L103 0 30 SH SOLE NONE 0 0 30 ARK INNOVATION ETF INNOVATION ETF 00214Q104 26 213 SH SOLE NONE 0 0 213 ATT INC COM COM 00206R102 24 849 SH SOLE NONE 0 0 849 ATMOS ENERGY CORP COM COM 049560105 52 547 SH SOLE NONE 0 0 547 BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 126 545 SH SOLE NONE 0 0 545 BK OF AMERICA CORP COM COM 060505104 4 145 SH SOLE NONE 0 0 145 BOEING CO COM COM 097023105 13 63 SH SOLE NONE 0 0 63 BOX INC CL A CL A 10316T104 5 300 SH SOLE NONE 0 0 300 BP PLC SPONSORED ADR SPONSORED ADR 055622104 0 40 SH SOLE NONE 0 0 40 BRIGHTHOUSE FINL INC COM COM 10922N103 0 12 SH SOLE NONE 0 0 12 BROOKFIELD INFRAST PARTNERS LP LP INT UNIT LP INT UNIT G16252101 22 450 SH SOLE NONE 0 0 450 BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A COM SB VTG SHS A 11275Q107 3 50 SH SOLE NONE 0 0 50 BROOKFIELD RENEWABLE CORP CL A SUB VTG CL A SUB VTG 11284V105 5 93 SH SOLE NONE 0 0 93 BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT PARTNERSHIP UNIT G16258108 16 375 SH SOLE NONE 0 0 375 CAPITAL ONE FINL CORP COM COM 14040H105 6 65 SH SOLE NONE 0 0 65 CAPITOL FED FINL INC COM COM 14057J101 2 226 SH SOLE NONE 0 0 226 CARLYLE GROUP INC COM COM 14316J108 0 20 SH SOLE NONE 0 0 20 CENTURY CMNTYS INC COM COM 156504300 13 314 SH SOLE NONE 0 0 314 CERNER CORP COM COM 156782104 83 1060 SH SOLE NONE 0 0 1060 CISCO SYS INC COM COM 17275R102 1 30 SH SOLE NONE 0 0 30 CLEAN ENERGY FUELS CORP COM COM 184499101 1 160 SH SOLE NONE 0 0 160 COCA COLA CO COM COM 191216100 5 100 SH SOLE NONE 0 0 100 CONCENTRIX CORP COM COM 20602D101 14 150 SH SOLE NONE 0 0 150 CORNING INC COM COM 219350105 1 30 SH SOLE NONE 0 0 30 CVS HEALTH CORP COM COM 126650100 6 100 SH SOLE NONE 0 0 100 D R HORTON INC COM COM 23331A109 9 140 SH SOLE NONE 0 0 140 DELL TECHNOLOGIES INC CL C CL C 24703L202 2 40 SH SOLE NONE 0 0 40 DIEBOLD NXDF INC COM COM 253651103 10 1000 SH SOLE NONE 0 0 1000 DISNEY WALT CO COM COM 254687106 34 188 SH SOLE NONE 0 0 188 DOW INC COM COM 260557103 21 387 SH SOLE NONE 0 0 387 ETFMG ALTERNATIVE HARVEST ETF ETFMG ALTR HRVST 26924G508 1 70 SH SOLE NONE 0 0 70 ETFMG PRIME CYBER SECURITY ETF PRIME CYBR SCRTY 26924G201 14 257 SH SOLE NONE 0 0 257 EXXON MOBIL CORP COM COM 30231G102 5 141 SH SOLE NONE 0 0 141 FACEBOOK INC CL A CL A 30303M102 13 51 SH SOLE NONE 0 0 51 FIDELITY MSCI REAL ESTATE INDEX ETF MSCI RL EST ETF 316092857 571 22528 SH SOLE NONE 0 0 22528 FINANCIAL SELECT SECTOR SPDR FUND SBI INT-FINL 81369Y605 1 60 SH SOLE NONE 0 0 60 FLEXION THERAPEUTICS INC COM COM 33938J106 4 400 SH SOLE NONE 0 0 400 FORD MTR CO DEL COM COM 345370860 21 2445 SH SOLE NONE 0 0 2445 GARMIN LTD SHS SHS H2906T109 58 490 SH SOLE NONE 0 0 490 GENERAL ELECTRIC CO COM COM 369604103 3 310 SH SOLE NONE 0 0 310 GENERAL MLS INC COM COM 370334104 0 10 SH SOLE NONE 0 0 10 GENPACT LIMITED SHS SHS G3922B107 8 200 SH SOLE NONE 0 0 200 GILEAD SCIENCES INC COM COM 375558103 1 20 SH SOLE NONE 0 0 20 GLADSTONE LD CORP COM COM 376549101 12 876 SH SOLE NONE 0 0 876 GLOBAL NET LEASE INC COM NEW COM NEW 379378201 9 534 SH SOLE NONE 0 0 534 GOLDEN STAR RES LTD CDA COM COM 38119T807 0 1 SH SOLE NONE 0 0 1 GRUBHUB INC COM COM 400110102 3 41 SH SOLE NONE 0 0 41 GUIDEWIRE SOFTWARE INC COM COM 40171V100 36 286 SH SOLE NONE 0 0 286 HEALTH CARE SELECT SECTOR SPDR FUND SBI HEALTHCARE 81369Y209 29 257 SH SOLE NONE 0 0 257 HONEYWELL INTL INC COM COM 438516106 71 335 SH SOLE NONE 0 0 335 INNOVATIVE INDL PPTYS INC COM COM 45781V101 3 20 SH SOLE NONE 0 0 20 INTEL CORP COM COM 458140100 59 1199 SH SOLE NONE 0 0 1199 INTERNATIONAL BUSINESS MACHS COM COM 459200101 74 587 SH SOLE NONE 0 0 587 INVESCO BULLETSHARES 2021 HIGH YIELD CORPORATE BOND ETF BULSHS 2021 HY 46138J809 18 812 SH SOLE NONE 0 0 812 INVESCO BULLETSHARES 2022 CORPORATE BOND ETF BULSHS 2022 CB 46138J882 32 1503 SH SOLE NONE 0 0 1503 INVESCO BULLETSHARES 2022 HIGH YIELD CORPORATE BOND ETF BULSHS 2022 HY 46138J874 35 1530 SH SOLE NONE 0 0 1530 INVESCO BULLETSHARES 2023 CORPORATE BOND ETF BULSHS 2023 CB 46138J866 38 1754 SH SOLE NONE 0 0 1754 INVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETF BULSHS 2023 HY 46138J858 34 1347 SH SOLE NONE 0 0 1347 INVESCO BULLETSHARES 2024 CORPORATE BOND ETF BULSHS 2024 CB 46138J841 36 1639 SH SOLE NONE 0 0 1639 INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF BULSHS 2024 HY 46138J833 12 487 SH SOLE NONE 0 0 487 INVESCO CLEANTECH ETF CLEANTECH ETF 46137V407 15 211 SH SOLE NONE 0 0 211 INVESCO QQQ TRUST UNIT SER 1 46090E103 197 631 SH SOLE NONE 0 0 631 INVESCO SP 500 HIGH DIVIDEND LOW VOLATILITY ETF S&P500 HDL VOL 46138E362 78 2090 SH SOLE NONE 0 0 2090 IONIS PHARMACEUTICALS INC COM COM 462222100 11 200 SH SOLE NONE 0 0 200 ISHARES 1-3 YEAR TREASURY BOND ETF 1 3 YR TREAS BD 464287457 9054 104819 SH SOLE NONE 0 0 104819 ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ISHS 1-5YR INVS 464288646 4429 80281 SH SOLE NONE 0 0 80281 ISHARES 20 YEAR TREASURY BOND ETF 20 YR TR BD ETF 464287432 12 82 SH SOLE NONE 0 0 82 ISHARES 3-7 YEAR TREASURY BOND ETF 3 7 YR TREAS BD 464288661 486 3658 SH SOLE NONE 0 0 3658 ISHARES 7-10 YEAR TREASURY BOND ETF BARCLAYS 7 10 YR 464287440 30 251 SH SOLE NONE 0 0 251 ISHARES CORE 1-5 YEAR USD BOND ETF CORE 1 5 YR USD 46432F859 26 519 SH SOLE NONE 0 0 519 ISHARES CORE DIVIDEND GROWTH ETF CORE DIV GRWTH 46434V621 9921 221359 SH SOLE NONE 0 0 221359 ISHARES CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 16 240 SH SOLE NONE 0 0 240 ISHARES CORE SP 500 ETF CORE S&P500 ETF 464287200 36599 97496 SH SOLE NONE 0 0 97496 ISHARES CORE U.S. AGGREGATE BOND ETF CORE US AGGBD ET 464287226 2 23 SH SOLE NONE 0 0 23 ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ESG AWRE 1 5 YR 46435G243 81 3131 SH SOLE NONE 0 0 3131 ISHARES ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 55 650 SH SOLE NONE 0 0 650 ISHARES ESG AWARE U.S. AGGREGATE BOND ETF ESG AWR US AGRGT 46435U549 59 1051 SH SOLE NONE 0 0 1051 ISHARES ESG AWARE USD CORPORATE BOND ETF ESG AWRE USD ETF 46435G193 97 3442 SH SOLE NONE 0 0 3442 ISHARES MORNINGSTAR MID-CAP GROWTH ETF MRGSTR MD CP GRW 464288307 28 74 SH SOLE NONE 0 0 74 ISHARES MSCI EAFE MIN VOL FACTOR ETF MSCI EAFE MIN VL 46429B689 11 154 SH SOLE NONE 0 0 154 ISHARES MSCI USA MIN VOL FACTOR ETF MSCI USA MIN VOL 46429B697 14 211 SH SOLE NONE 0 0 211 ISHARES NATIONAL MUNI BOND ETF NATIONAL MUN ETF 464288414 1701 14518 SH SOLE NONE 0 0 14518 ISHARES RUSSELL 1000 ETF RUS 1000 ETF 464287622 742 3505 SH SOLE NONE 0 0 3505 ISHARES RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 52 383 SH SOLE NONE 0 0 383 ISHARES RUSSELL TOP 200 GROWTH ETF RUS TP200 GR ETF 464289438 141 1065 SH SOLE NONE 0 0 1065 ISHARES SP MIDCAP FUND CORE S&P MCP ETF 464287507 4289 18665 SH SOLE NONE 0 0 18665 ISHARES SP SMALL-CAP FUND CORE S&P SCP ETF 464287804 4446 48385 SH SOLE NONE 0 0 48385 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 2214 20486 SH SOLE NONE 0 0 20486 ISHARES U.S. REAL ESTATE ETF U.S. REAL ES ETF 464287739 1 18 SH SOLE NONE 0 0 18 JOHNSON JOHNSON COM COM 478160104 130 827 SH SOLE NONE 0 0 827 JPMORGAN CHASE CO COM COM 46625H100 65 518 SH SOLE NONE 0 0 518 KKR CO INC COM COM 48251W104 1 25 SH SOLE NONE 0 0 25 L3HARRIS TECHNOLOGIES INC COM COM 502431109 68 360 SH SOLE NONE 0 0 360 LAM RESEARCH CORP COM COM 512807108 21 45 SH SOLE NONE 0 0 45 MACYS INC COM COM 55616P104 0 10 SH SOLE NONE 0 0 10 MERCK CO. INC COM COM 58933Y105 48 597 SH SOLE NONE 0 0 597 MEREDITH CORP COM COM 589433101 3 184 SH SOLE NONE 0 0 184 MERITAGE HOMES CORP COM COM 59001A102 8 100 SH SOLE NONE 0 0 100 METLIFE INC COM COM 59156R108 6 142 SH SOLE NONE 0 0 142 MGM RESORTS INTERNATIONAL COM COM 552953101 0 18 SH SOLE NONE 0 0 18 MICHAELS COS INC COM COM 59408Q106 10 800 SH SOLE NONE 0 0 800 MICROSOFT CORP COM COM 594918104 19 87 SH SOLE NONE 0 0 87 MODERNA INC COM COM 60770K107 11 110 SH SOLE NONE 0 0 110 MONMOUTH REAL ESTATE INVT CORP CL A CL A 609720107 14 833 SH SOLE NONE 0 0 833 MONSTER BEVERAGE CORP NEW COM COM 61174X109 4 50 SH SOLE NONE 0 0 50 NIO INC SPON ADS SPON ADS 62914V106 64 1332 SH SOLE NONE 0 0 1332 NOKIA CORP SPONSORED ADR SPONSORED ADR 654902204 0 160 SH SOLE NONE 0 0 160 NORWEGIAN CRUISE LINE HLDG LTD SHS SHS G66721104 0 19 SH SOLE NONE 0 0 19 NVIDIA CORPORATION COM COM 67066G104 16 32 SH SOLE NONE 0 0 32 ONEOK INC NEW COM COM 682680103 5 155 SH SOLE NONE 0 0 155 PAYCOM SOFTWARE INC COM COM 70432V102 9 20 SH SOLE NONE 0 0 20 PERFICIENT INC COM COM 71375U101 5 120 SH SOLE NONE 0 0 120 PFIZER INC COM COM 717081103 33 916 SH SOLE NONE 0 0 916 PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND ENHAN SHRT MA AC 72201R833 7 76 SH SOLE NONE 0 0 76 PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUND INV GRD CRP BD 72201R817 2993 25566 SH SOLE NONE 0 0 25566 PPL CORP COM COM 69351T106 8 288 SH SOLE NONE 0 0 288 PRINCIPAL FINANCIAL GROUP INC COM COM 74251V102 6 127 SH SOLE NONE 0 0 127 PRUDENTIAL FINL INC COM COM 744320102 5 73 SH SOLE NONE 0 0 73 PURPLE INNOVATION INC COM COM 74640Y106 42 1301 SH SOLE NONE 0 0 1301 REALTY INCOME CORP COM COM 756109104 9 159 SH SOLE NONE 0 0 159 RESTAURANT BRANDS INTL INC COM COM 76131D103 29 485 SH SOLE NONE 0 0 485 SCHWAB US AGGREGATE BOND ETF US AGGREGATE B 808524839 5 94 SH SOLE NONE 0 0 94 SCHWAB US DIVIDEND EQUITY ETF US DIVIDEND EQ 808524797 1 25 SH SOLE NONE 0 0 25 SELECTQUOTE INC COM COM 816307300 3 185 SH SOLE NONE 0 0 185 SHAKE SHACK INC CL A CL A 819047101 2 35 SH SOLE NONE 0 0 35 SLACK TECHNOLOGIES INC COM CL A COM CL A 83088V102 1 40 SH SOLE NONE 0 0 40 SMTC CORP COM NEW COM NEW 832682207 17 3592 SH SOLE NONE 0 0 3592 SONY CORP SPONSORED ADR SPONSORED ADR 835699307 11 118 SH SOLE NONE 0 0 118 SORRENTO THERAPEUTICS INC COM NEW COM NEW 83587F202 3 500 SH SOLE NONE 0 0 500 SOUTHWEST AIRLS CO COM COM 844741108 8 192 SH SOLE NONE 0 0 192 SPDR DOW JONES INDUSTRIAL AVERAGE ETF UT SER 1 78467X109 132 434 SH SOLE NONE 0 0 434 SPDR GOLD SHARES GOLD SHS 78463V107 123 690 SH SOLE NONE 0 0 690 SPDR NYSE TECHNOLOGY ETF NYSE TECH ETF 78464A102 12 90 SH SOLE NONE 0 0 90 SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF PORTFLI INTRMDIT 78464A672 6808 205952 SH SOLE NONE 0 0 205952 SPDR PORTFOLIO LONG TERM TREASURY ETF PORTFOLIO LN TSR 78464A664 11285 250068 SH SOLE NONE 0 0 250068 SPDR PORTFOLIO SP 500 VALUE ETF PRTFLO S&P500 VL 78464A508 2 77 SH SOLE NONE 0 0 77 SPDR SP HEALTH CARE EQUIPMENT ETF HLTH CR EQUIP 78464A581 41 368 SH SOLE NONE 0 0 368 SPIRIT AEROSYSTEMS HLDGS INC COM CL A COM CL A 848574109 16 420 SH SOLE NONE 0 0 420 SPIRIT AIRLS INC COM COM 848577102 0 11 SH SOLE NONE 0 0 11 SPROUTS FMRS MKT INC COM COM 85208M102 8 400 SH SOLE NONE 0 0 400 SQUARE INC CL A CL A 852234103 4 20 SH SOLE NONE 0 0 20 SYNNEX CORP COM COM 87162W100 12 150 SH SOLE NONE 0 0 150 TANGER FACTORY OUTLET CTRS INC COM COM 875465106 4 500 SH SOLE NONE 0 0 500 TARGET CORP COM COM 87612E106 34 193 SH SOLE NONE 0 0 193 TESLA INC COM COM 88160R101 374 531 SH SOLE NONE 0 0 531 T-MOBILE US INC COM COM 872590104 8 61 SH SOLE NONE 0 0 61 TURTLE BEACH CORP COM NEW COM NEW 900450206 14 650 SH SOLE NONE 0 0 650 TWITTER INC COM COM 90184L102 0 15 SH SOLE NONE 0 0 15 TWO HBRS INVT CORP COM NEW COM NEW 90187B408 0 46 SH SOLE NONE 0 0 46 UNITED PARCEL SERVICE INC CL B CL B 911312106 0 5 SH SOLE NONE 0 0 5 UNITEDHEALTH GROUP INC COM COM 91324P102 11 33 SH SOLE NONE 0 0 33 US BANCORP DEL COM NEW COM NEW 902973304 16 357 SH SOLE NONE 0 0 357 VANECK VECTORS GOLD MINERS ETF GOLD MINERS ETF 92189F106 3 100 SH SOLE NONE 0 0 100 VANECK VECTORS MORNINGSTAR WIDE MOAT ETF MORNINGSTAR WIDE 92189F643 16 264 SH SOLE NONE 0 0 264 VANGUARD ESG U.S. STOCK ETF ESG US STK ETF 921910733 58 828 SH SOLE NONE 0 0 828 VANGUARD INFORMATION TECHNOLOGY INDEX FUND INF TECH ETF 92204A702 321 909 SH SOLE NONE 0 0 909 VANGUARD SP 500 ETF S&P 500 ETF SHS 922908363 19893 57882 SH SOLE NONE 0 0 57882 VANGUARD SMALL-CAP GROWTH INDEX FUND SML CP GRW ETF 922908595 29 111 SH SOLE NONE 0 0 111 VANGUARD TOTAL BOND MARKET INDEX FUND TOTAL BND MRKT 921937835 10529 119390 SH SOLE NONE 0 0 119390 VERIZON COMMUNICATIONS INC COM COM 92343V104 18 318 SH SOLE NONE 0 0 318 VIATRIS INC COM COM 92556V106 2 113 SH SOLE NONE 0 0 113 VIRGIN GALACTIC HOLDINGS INC COM COM 92766K106 13 560 SH SOLE NONE 0 0 560 VISA INC COM CL A COM CL A 92826C839 24 110 SH SOLE NONE 0 0 110 VMWARE INC CL A COM CL A COM 928563402 1 10 SH SOLE NONE 0 0 10 WABTEC COM COM 929740108 0 1 SH SOLE NONE 0 0 1 WALMART INC COM COM 931142103 93 650 SH SOLE NONE 0 0 650 WISDOMTREE U.S. LARGECAP FUND US LARGECAP FUND 97717W588 195 4863 SH SOLE NONE 0 0 4863 WP CAREY INC COM COM 92936U109 3 48 SH SOLE NONE 0 0 48 XCEL ENERGY INC COM COM 98389B100 63 956 SH SOLE NONE 0 0 956 XPENG INC ADS ADS 98422D105 6 154 SH SOLE NONE 0 0 154 ZOETIS INC CL A CL A 98978V103 9 60 SH SOLE NONE 0 0 60