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
$77.6M
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$247K
2
+$247K
3
+$235K
4
AMZN icon
Amazon
AMZN
+$205K
5
ABBV icon
AbbVie
ABBV
+$203K

Top Sells

1
+$4.11M
2
+$2.07M
3
+$265K
4
SURE icon
AdvisorShares Insider Advantage ETF
SURE
+$261K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$238K

Sector Composition

1 Financials 14.95%
2 Technology 4.69%
3 Industrials 1.92%
4 Communication Services 1.66%
5 Healthcare 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.6M 22.73%
164,648
+26
2
$9.01M 11.6%
92,450
-299
3
$6.03M 7.76%
135,452
+681
4
$4.63M 5.97%
22,114
-260
5
$3.8M 4.89%
46,987
+683
6
$3.5M 4.51%
69,766
-2,418
7
$2.5M 3.23%
104,736
+1,552
8
$2.26M 2.91%
40,532
+4,221
9
$2.26M 2.91%
26,758
+2,925
10
$1.61M 2.08%
28,902
-4,757
11
$1.45M 1.86%
17,375
+35
12
$1.21M 1.56%
28,307
-1,037
13
$1.12M 1.44%
16,749
14
$866K 1.12%
30,575
-92
15
$609K 0.78%
17,726
-1,642
16
$606K 0.78%
18,582
+1,759
17
$591K 0.76%
18,027
+17
18
$559K 0.72%
4,605
-259
19
$498K 0.64%
8,011
+104
20
$484K 0.62%
9,450
-78
21
$482K 0.62%
5,920
-31
22
$456K 0.59%
3,963
-519
23
$431K 0.56%
7,710
+8
24
$413K 0.53%
2,737
+43
25
$363K 0.47%
4,283
-25
1
2 3