ISB
Iowa State Bank Portfolio holdings
AUM
$502M
This Quarter Return
+3.43%
1 Year Return
+18.62%
3 Year Return
+59.58%
5 Year Return
+110.79%
10 Year Return
+219.2%
AUM
$185M
AUM Growth
+$185M
(+4.3%)
Cap. Flow
+$2.83M
Cap. Flow
% of AUM
1.53%
Top 10 Holdings %
Top 10 Hldgs %
29.25%
Holding
100
New
6
Increased
42
Reduced
19
Closed
7
Top Buys
| 1 |
Invesco Preferred ETF
PGX
|
$649K |
| 2 |
Alliant Energy
LNT
|
$565K |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$461K |
| 4 |
Schlumberger
SLB
|
$376K |
| 5 |
iShares Core High Dividend ETF
HDV
|
$357K |
Top Sells
Sector Composition
| 1 | Healthcare | 15.15% |
| 2 | Consumer Staples | 13.79% |
| 3 | Financials | 13.26% |
| 4 | Technology | 13.03% |
| 5 | Industrials | 12.34% |
