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
$209M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1 +$6.11M
2 +$1.92M
3 +$976K
4
EXE
Expand Energy Corp
EXE
+$918K
5
PFE icon
Pfizer
PFE
+$911K

Top Sells

1 +$1.32M
2 +$1.22M
3 +$1.08M
4
JNJ icon
Johnson & Johnson
JNJ
+$930K
5
LIN icon
Linde
LIN
+$890K

Sector Composition

1 Technology 13.51%
2 Financials 11.49%
3 Energy 3.42%
4 Consumer Staples 2.68%
5 Consumer Discretionary 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WMT icon
76
Walmart
WMT
$807B
$426K 0.2%
4,135
+10
GOOG icon
77
Alphabet (Google) Class C
GOOG
$3.4T
$420K 0.2%
1,725
+259
VUG icon
78
Vanguard Growth ETF
VUG
$203B
$382K 0.18%
797
+1
COM icon
79
Direxion Auspice Broad Commodity Strategy ETF
COM
$181M
$370K 0.18%
12,869
+163
VTEB icon
80
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$348K 0.17%
6,945
+58
GOVT icon
81
iShares US Treasury Bond ETF
GOVT
$28.4B
$342K 0.16%
14,813
+98
V icon
82
Visa
V
$659B
$309K 0.15%
905
+3
SCHF icon
83
Schwab International Equity ETF
SCHF
$52.6B
$304K 0.15%
13,070
HD icon
84
Home Depot
HD
$378B
$303K 0.14%
747
+11
ABT icon
85
Abbott
ABT
$215B
$300K 0.14%
2,238
-24
STPZ icon
86
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$450M
$296K 0.14%
+5,465
BSJP icon
87
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$675M
$296K 0.14%
12,831
-10,481
VYMI icon
88
Vanguard International High Dividend Yield ETF
VYMI
$12.4B
$292K 0.14%
3,446
+322
GLDM icon
89
SPDR Gold MiniShares Trust
GLDM
$21.8B
$284K 0.14%
3,719
+632
STZ icon
90
Constellation Brands
STZ
$23B
$284K 0.14%
2,108
-2,563
BABA icon
91
Alibaba
BABA
$407B
$283K 0.14%
+1,582
USHY icon
92
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.5B
$282K 0.13%
7,453
SGOL icon
93
abrdn Physical Gold Shares ETF
SGOL
$6.47B
$275K 0.13%
7,468
+51
CWS icon
94
AdvisorShares Focused Equity ETF
CWS
$186M
$275K 0.13%
4,000
VLO icon
95
Valero Energy
VLO
$51.7B
$272K 0.13%
+1,597
ORCL icon
96
Oracle
ORCL
$749B
$272K 0.13%
+966
AXP icon
97
American Express
AXP
$248B
$268K 0.13%
806
+14
MCD icon
98
McDonald's
MCD
$213B
$267K 0.13%
878
-2,708
TER icon
99
Teradyne
TER
$28.5B
$266K 0.13%
+1,930
IBM icon
100
IBM
IBM
$287B
$264K 0.13%
936
-101