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
51
$505K 0.24%
29,190
+1,002
52
$503K 0.24%
+4,009
53
$502K 0.24%
24,230
+2,750
54
$495K 0.24%
+1,933
55
$485K 0.23%
+8,075
56
$476K 0.23%
+3,466
57
$473K 0.23%
+10,895
58
$466K 0.22%
5,230
59
$464K 0.22%
2,742
+13
60
$461K 0.22%
+1,750
61
$460K 0.22%
14,512
+7,562
62
$457K 0.22%
+4,681
63
$426K 0.2%
+1,193
64
$417K 0.2%
7,720
+115
65
$397K 0.19%
3,414
+4
66
$388K 0.19%
+2,568
67
$372K 0.18%
7,442
+68
68
$366K 0.18%
21,711
+2,368
69
$365K 0.18%
10,914
70
$358K 0.17%
+13,926
71
$357K 0.17%
+14,531
72
$357K 0.17%
+14,269
73
$322K 0.15%
+5,924
74
$318K 0.15%
5,813
-5,050
75
$315K 0.15%
2,360
+60
1 2
3
4 5