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
$217M
AUM Growth
-$7.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.45M
3
+$1.15M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$1.08M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$1.07M

Top Sells

1
+$3.18M
2
+$2.55M
3
+$2.29M
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$1.32M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.2M

Sector Composition

1 Financials 9.88%
2 Technology 8.66%
3 Consumer Discretionary 2.53%
4 Healthcare 2.17%
5 Consumer Staples 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$375K 0.17%
900
+1
77
$359K 0.17%
2,705
+1,098
78
$356K 0.16%
+14,516
79
$348K 0.16%
7,537
+22
80
$344K 0.16%
3,160
-141
81
$318K 0.15%
8,255
+359
82
$313K 0.14%
1,129
83
$300K 0.14%
5,817
+1
84
$294K 0.14%
1,323
-112
85
$277K 0.13%
1,980
+20
86
$266K 0.12%
14,502
-64
87
$266K 0.12%
2,453
+10
88
$265K 0.12%
460
-89
89
$260K 0.12%
5,241
-246
90
$242K 0.11%
2,670
-119
91
$242K 0.11%
843
-39
92
$238K 0.11%
+1,908
93
$237K 0.11%
7,500
94
$234K 0.11%
1,830
+7
95
$228K 0.11%
762
-77
96
$226K 0.1%
2,062
97
$222K 0.1%
746
-4
98
$221K 0.1%
997
-77
99
$219K 0.1%
+9,232
100
$210K 0.1%
1,559
-148
2 3
4
5 6