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
51
$638K 0.33%
18,623
+823
52
$627K 0.33%
2,004
+28
53
$621K 0.33%
1,618
+189
54
$603K 0.32%
15,904
+210
55
$508K 0.27%
14,118
-5,687
56
$478K 0.25%
4,415
+1,710
57
$474K 0.25%
3,094
-414
58
$469K 0.25%
2,088
-18
59
$460K 0.24%
9,696
-6,036
60
$451K 0.24%
8,883
+155
61
$427K 0.22%
1,565
+329
62
$421K 0.22%
6,698
-223
63
$415K 0.22%
28,197
-246
64
$409K 0.21%
7,807
+64
65
$405K 0.21%
5,296
+18
66
$401K 0.21%
2,294
-37
67
$366K 0.19%
4,075
+142
68
$363K 0.19%
23,910
+1,000
69
$362K 0.19%
10,561
-946
70
$361K 0.19%
17,202
+473
71
$360K 0.19%
5,760
+108
72
$357K 0.19%
4,506
-133
73
$336K 0.18%
8,074
+537
74
$333K 0.17%
3,060
-680
75
$329K 0.17%
10,626
-5,408
1 2
3
4 5