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
1
$19.4M 8.92%
642,221
-39,758
2
$19.1M 8.8%
518,638
-35,818
3
$18.1M 8.34%
76,070
+50
4
$12.7M 5.86%
72,849
-261
5
$11.8M 5.44%
388,658
+80,686
6
$10.3M 4.76%
45,396
-379
7
$9.44M 4.35%
90,055
-1,918
8
$6.8M 3.13%
15,055
-5,080
9
$6.51M 3%
117,073
+45,054
10
$5.62M 2.59%
89,250
-4,762
11
$4.67M 2.15%
219,828
+50,187
12
$4.64M 2.14%
220,275
+54,756
13
$4.63M 2.13%
219,236
+50,721
14
$4.51M 2.08%
178,772
+42,518
15
$4.49M 2.07%
182,038
+43,864
16
$4.04M 1.86%
54,083
-1,038
17
$3.44M 1.59%
44,399
-721
18
$3.34M 1.54%
67,145
-3,471
19
$2.97M 1.37%
29,158
-31,252
20
$2.74M 1.26%
16,800
-840
21
$2.62M 1.21%
104,576
-1,486
22
$2.58M 1.19%
8,384
-208
23
$2.56M 1.18%
105,919
-1,759
24
$2.47M 1.14%
104,916
-1,219
25
$2.2M 1.01%
26,609
+3,769
1
2 3 4 5