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IF

IRON Financial Portfolio holdings

AUM $229M
1-Year Est. Return 13.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.62M
3
+$2.61M
4
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$2.61M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.61M

Top Sells

1
+$5.49M
2
+$1.12M
3
+$624K
4
VUG icon
Vanguard Growth ETF
VUG
+$548K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$383K

Sector Composition

1 Financials 10.42%
2 Technology 6.92%
3 Consumer Discretionary 2.92%
4 Consumer Staples 2.13%
5 Healthcare 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 0.92%
53,351
-4,811
27
$1.81M 0.85%
20,964
+3,590
28
$1.63M 0.76%
10,545
-598
29
$1.31M 0.61%
11,040
+7
30
$1.27M 0.59%
19,328
-440
31
$1.2M 0.56%
21,452
+1,781
32
$1.15M 0.54%
7,421
-255
33
$1.02M 0.48%
22,437
-2,440
34
$893K 0.42%
5,422
-692
35
$870K 0.41%
16,960
-1,341
36
$857K 0.4%
7,020
+980
37
$796K 0.37%
2,247
38
$775K 0.36%
3,417
+159
39
$771K 0.36%
5,711
-553
40
$729K 0.34%
6,470
-745
41
$669K 0.31%
2,952
-1,650
42
$601K 0.28%
10,863
-263
43
$586K 0.27%
1,480
+324
44
$564K 0.26%
893
+212
45
$560K 0.26%
7,103
+94
46
$548K 0.26%
14,312
+3,456
47
$547K 0.26%
1,333
+289
48
$547K 0.26%
934
+216
49
$539K 0.25%
1,549
-41
50
$538K 0.25%
2,991
+655
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