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
$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
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.61M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$2.61M

Top Sells

1
+$5.49M
2
+$1.13M
3
+$640K
4
VUG icon
Vanguard Growth ETF
VUG
+$576K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$392K

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
51
$536K 0.25%
1,417
+329
52
$528K 0.25%
2,441
+565
53
$525K 0.25%
4,642
54
$519K 0.24%
5,280
+1,085
55
$508K 0.24%
10,658
+2,406
56
$490K 0.23%
28,188
-900
57
$482K 0.23%
3,560
+1,228
58
$480K 0.22%
2,729
-87
59
$476K 0.22%
5,230
+14
60
$469K 0.22%
5,672
-1,071
61
$459K 0.21%
331
+77
62
$458K 0.21%
5,857
+1,241
63
$430K 0.2%
21,480
+240
64
$426K 0.2%
7,605
-705
65
$403K 0.19%
7,926
+35
66
$400K 0.19%
7,374
+38
67
$368K 0.17%
10,914
-136
68
$349K 0.16%
2,996
+8
69
$342K 0.16%
1,074
+187
70
$339K 0.16%
3,202
-298
71
$334K 0.16%
15,364
-1,604
72
$331K 0.15%
3,410
+5
73
$329K 0.15%
19,343
+3,989
74
$311K 0.15%
1,147
75
$311K 0.15%
750
1 2
3
4 5