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
$208M
AUM Growth
-$5.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$618K
2
+$617K
3
+$617K
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$613K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$613K

Top Sells

1
+$2.26M
2
+$1.1M
3
+$564K
4
KR icon
Kroger
KR
+$548K
5
ADBE icon
Adobe
ADBE
+$547K

Sector Composition

1 Financials 9.59%
2 Technology 6.83%
3 Consumer Discretionary 2.94%
4 Healthcare 2.48%
5 Communication Services 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$314K 0.15%
2,982
-220
77
$313K 0.15%
15,365
+1
78
$309K 0.15%
1,129
-18
79
$307K 0.15%
750
80
$299K 0.14%
1,820
81
$298K 0.14%
2,310
+871
82
$287K 0.14%
1,050
+89
83
$281K 0.13%
14,500
+416
84
$280K 0.13%
1,382
+178
85
$275K 0.13%
839
-13
86
$274K 0.13%
163
+7
87
$273K 0.13%
7,500
88
$268K 0.13%
667
89
$260K 0.12%
578
-902
90
$260K 0.12%
7,439
+831
91
$259K 0.12%
+9,861
92
$256K 0.12%
881
+1
93
$248K 0.12%
5,346
+9
94
$247K 0.12%
+2,426
95
$243K 0.12%
1,674
+64
96
$239K 0.11%
2,061
97
$239K 0.11%
1,074
-24
98
$238K 0.11%
4,727
-480
99
$235K 0.11%
1,612
+169
100
$231K 0.11%
+11,435
2 3
4
5 6