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
51
$676K 0.31%
+8,914
52
$646K 0.3%
4,138
+496
53
$638K 0.29%
+6,327
54
$625K 0.29%
22,910
-1,320
55
$610K 0.28%
10,071
+1,636
56
$598K 0.28%
+17,800
57
$569K 0.26%
3,508
-4,289
58
$532K 0.25%
16,034
+613
59
$520K 0.24%
3,740
-500
60
$506K 0.23%
28,443
-579
61
$488K 0.22%
+2,331
62
$480K 0.22%
5,278
+10
63
$466K 0.21%
4,639
64
$445K 0.21%
8,728
-74
65
$436K 0.2%
3,933
-249
66
$436K 0.2%
1,236
+82
67
$435K 0.2%
3,426
+7
68
$430K 0.2%
+16,729
69
$429K 0.2%
6,921
+2,799
70
$427K 0.2%
22,977
+917
71
$424K 0.2%
11,507
72
$416K 0.19%
5,652
-77
73
$407K 0.19%
2,968
+52
74
$401K 0.18%
7,743
-5,847
75
$401K 0.18%
3,296
-856
1 2
3
4 5