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
$191M
AUM Growth
-$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$532K
3
+$502K
4
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$485K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$434K

Top Sells

1
+$1.54M
2
+$1.14M
3
+$569K
4
AAPL icon
Apple
AAPL
+$518K
5
DIS icon
Walt Disney
DIS
+$407K

Sector Composition

1 Financials 9.6%
2 Technology 7.52%
3 Healthcare 2.38%
4 Consumer Staples 2.22%
5 Consumer Discretionary 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 0.9%
16,220
-580
27
$1.51M 0.79%
52,377
-499
28
$1.44M 0.75%
10,040
+45
29
$1.23M 0.65%
56,165
+2,828
30
$1.23M 0.64%
10,840
31
$1.14M 0.6%
52,349
+540
32
$1.02M 0.53%
45,958
+2,737
33
$1.01M 0.53%
19,595
+175
34
$1M 0.53%
26,858
+175
35
$957K 0.5%
5,391
-33
36
$939K 0.49%
10,298
+1,282
37
$839K 0.44%
5,834
-35
38
$818K 0.43%
35,640
+21,124
39
$809K 0.42%
12,078
+2,007
40
$788K 0.41%
7,254
-295
41
$783K 0.41%
4,698
+174
42
$754K 0.39%
21,691
-275
43
$753K 0.39%
6,686
-238
44
$746K 0.39%
9,314
+400
45
$735K 0.38%
1,711
+90
46
$721K 0.38%
7,577
+132
47
$664K 0.35%
9,075
+13
48
$661K 0.35%
2,359
+23
49
$653K 0.34%
4,746
+608
50
$652K 0.34%
6,713
+386
1
2
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