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
$214M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.62M
3
+$2.61M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.61M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$2.61M

Top Sells

1
+$5.49M
2
+$1.13M
3
+$640K
4
VUG icon
Vanguard Growth ETF
VUG
+$576K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$392K

Sector Composition

1 Financials 10.42%
2 Technology 6.92%
3 Consumer Discretionary 2.92%
4 Consumer Staples 2.13%
5 Healthcare 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$308K 0.14%
2,657
-960
77
$301K 0.14%
1,820
+499
78
$288K 0.13%
2,300
-1,600
79
$287K 0.13%
5,207
+23
80
$278K 0.13%
14,084
+54
81
$272K 0.13%
852
-23
82
$267K 0.12%
+961
83
$266K 0.12%
667
+1
84
$265K 0.12%
+1,094
85
$263K 0.12%
1,177
+136
86
$258K 0.12%
706
+63
87
$257K 0.12%
1,098
-45
88
$252K 0.12%
880
-2,013
89
$251K 0.12%
5,337
+744
90
$249K 0.12%
+1,610
91
$244K 0.11%
3,853
-456
92
$243K 0.11%
156
-5
93
$242K 0.11%
2,061
94
$234K 0.11%
1,204
+130
95
$233K 0.11%
+6,608
96
$233K 0.11%
7,500
97
$229K 0.11%
+1,266
98
$211K 0.1%
2,070
99
$211K 0.1%
+6,950
100
$210K 0.1%
1,708
1 2 3
4
5