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
$217M
AUM Growth
-$7.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.45M
3
+$1.15M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$1.08M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$1.07M

Top Sells

1
+$3.18M
2
+$2.55M
3
+$2.29M
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$1.32M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.2M

Sector Composition

1 Financials 9.88%
2 Technology 8.66%
3 Consumer Discretionary 2.53%
4 Healthcare 2.17%
5 Consumer Staples 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 0.84%
52,876
-445
27
$1.62M 0.75%
9,995
+40
28
$1.32M 0.61%
26,683
+12,867
29
$1.27M 0.58%
53,337
+33,737
30
$1.24M 0.57%
10,840
-4,283
31
$1.23M 0.57%
51,809
+32,582
32
$1.16M 0.53%
19,420
-34
33
$1.06M 0.49%
43,221
+24,447
34
$961K 0.44%
5,424
+55
35
$944K 0.44%
6,924
-386
36
$902K 0.42%
19,805
-56,073
37
$897K 0.41%
5,869
+44
38
$894K 0.41%
7,549
+766
39
$849K 0.39%
21,966
-13
40
$847K 0.39%
2,336
+142
41
$771K 0.36%
+1,976
42
$762K 0.35%
15,732
+31
43
$757K 0.35%
+4,524
44
$756K 0.35%
2,106
+465
45
$740K 0.34%
9,016
+1,016
46
$716K 0.33%
1,621
-201
47
$708K 0.33%
+9,062
48
$705K 0.32%
+7,445
49
$703K 0.32%
+15,694
50
$694K 0.32%
+1,429
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