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
126
– –
-1,720
127
– –
-17,023
128
– –
-9,970
129
– –
-1,254
130
– –
-11,877
131
– –
-3,763
132
– –
-7,732
133
– –
-2,674
2 3 4 5
6