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
$208M
AUM Growth
-$5.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$618K
2
+$617K
3
+$617K
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$613K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$613K

Top Sells

1
+$2.26M
2
+$1.1M
3
+$564K
4
KR icon
Kroger
KR
+$548K
5
ADBE icon
Adobe
ADBE
+$547K

Sector Composition

1 Financials 9.59%
2 Technology 6.83%
3 Consumer Discretionary 2.94%
4 Healthcare 2.48%
5 Communication Services 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.9M 0.91%
21,914
+950
27
$1.85M 0.89%
14,939
+3,899
28
$1.8M 0.86%
49,725
-3,626
29
$1.52M 0.73%
9,912
-633
30
$1.22M 0.58%
19,237
-91
31
$1.2M 0.57%
7,310
-111
32
$887K 0.43%
5,494
+72
33
$859K 0.41%
20,209
-2,228
34
$825K 0.4%
16,151
-809
35
$822K 0.39%
7,616
+1,146
36
$808K 0.39%
5,783
+72
37
$806K 0.39%
2,251
+4
38
$777K 0.37%
6,580
+3,923
39
$763K 0.37%
2,952
40
$736K 0.35%
13,815
-7,637
41
$618K 0.3%
1,790
+373
42
$553K 0.27%
4,140
-2,880
43
$541K 0.26%
+7,208
44
$538K 0.26%
3,970
+410
45
$538K 0.26%
7,631
+1,774
46
$531K 0.25%
+12,340
47
$526K 0.25%
3,555
+138
48
$520K 0.25%
4,642
49
$518K 0.25%
1,525
-24
50
$513K 0.25%
6,578
-525
1
2
3 4 5