IF

IRON Financial Portfolio holdings

AUM $218M
1-Year Est. Return 14.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
+$8.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$3.64M
3
+$1.64M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.41M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.38M

Top Sells

1
+$2.16M
2
+$834K
3
+$524K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$466K
5
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$296K

Sector Composition

1 Technology 13.02%
2 Financials 11.2%
3 Energy 3.17%
4 Consumer Staples 2.62%
5 Consumer Discretionary 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DGRW icon
76
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$15.5B
$459K 0.21%
5,131
-549
IWP icon
77
iShares Russell Mid-Cap Growth ETF
IWP
$19.3B
$437K 0.2%
3,188
-95
PLTR icon
78
Palantir
PLTR
$367B
$416K 0.19%
2,338
-500
VUG icon
79
Vanguard Growth ETF
VUG
$192B
$389K 0.18%
797
COM icon
80
Direxion Auspice Broad Commodity Strategy ETF
COM
$190M
$382K 0.18%
12,920
+51
TER icon
81
Teradyne
TER
$47.5B
$371K 0.17%
1,915
-15
VTEB icon
82
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.5B
$368K 0.17%
7,313
+368
QQQM icon
83
Invesco NASDAQ 100 ETF
QQQM
$70.1B
$331K 0.15%
1,308
+270
GLDM icon
84
SPDR Gold MiniShares Trust
GLDM
$31.2B
$325K 0.15%
3,811
+92
CVS icon
85
CVS Health
CVS
$93.4B
$323K 0.15%
4,074
+580
V icon
86
Visa
V
$577B
$318K 0.15%
908
+3
SGOL icon
87
abrdn Physical Gold Shares ETF
SGOL
$8.37B
$315K 0.14%
7,667
+199
SCHF icon
88
Schwab International Equity ETF
SCHF
$58.1B
$315K 0.14%
13,085
+15
VYMI icon
89
Vanguard International High Dividend Yield ETF
VYMI
$17.9B
$312K 0.14%
3,468
+22
GOVT icon
90
iShares US Treasury Bond ETF
GOVT
$35.7B
$309K 0.14%
13,433
-1,380
ABT icon
91
Abbott
ABT
$188B
$306K 0.14%
2,442
+204
AXP icon
92
American Express
AXP
$203B
$298K 0.14%
806
STPZ icon
93
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$451M
$295K 0.14%
5,498
+33
HAL icon
94
Halliburton
HAL
$30.3B
$292K 0.13%
10,344
-125
STZ icon
95
Constellation Brands
STZ
$26.6B
$288K 0.13%
2,090
-18
IJR icon
96
iShares Core S&P Small-Cap ETF
IJR
$91B
$287K 0.13%
+2,388
GLD icon
97
SPDR Gold Trust
GLD
$168B
$283K 0.13%
713
VCIT icon
98
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$64.8B
$282K 0.13%
+3,369
USHY icon
99
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.3B
$279K 0.13%
7,453
IBM icon
100
IBM
IBM
$236B
$278K 0.13%
939
+3
2 3
4
5 6