IF

IRON Financial Portfolio holdings

AUM $209M
1-Year Est. Return 13.4%
This Quarter Est. Return
1 Year Est. Return
+13.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$77.6M
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$247K
2
+$247K
3
+$235K
4
AMZN icon
Amazon
AMZN
+$205K
5
ABBV icon
AbbVie
ABBV
+$203K

Top Sells

1
+$4.11M
2
+$2.07M
3
+$265K
4
SURE icon
AdvisorShares Insider Advantage ETF
SURE
+$261K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$238K

Sector Composition

1 Financials 14.95%
2 Technology 4.69%
3 Industrials 1.92%
4 Communication Services 1.66%
5 Healthcare 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$315K 0.41%
3,358
+376
27
$288K 0.37%
2,258
28
$277K 0.36%
34,350
+650
29
$253K 0.33%
19,075
+6,297
30
$249K 0.32%
2,550
31
$247K 0.32%
+17,835
32
$235K 0.3%
2,825
+213
33
$230K 0.3%
4,930
+300
34
$209K 0.27%
12,649
35
$205K 0.26%
+5,720
36
$203K 0.26%
+3,277
37
$201K 0.26%
9,500
38
$129K 0.17%
3,170
39
$79K 0.1%
+13,381
40
$71K 0.09%
16,094
+465
41
$65K 0.08%
+11,468
42
$62K 0.08%
11,905
43
$49K 0.06%
18,000
44
$47K 0.06%
+9,286
45
$7K 0.01%
2,500
46
– –
-1,821
47
– –
-4,644
48
– –
-116,228
49
– –
-13,232
50
– –
-40,004
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