IAA
Ironsides Asset Advisors Portfolio holdings
AUM
$345M
This Quarter Return
+2.65%
1 Year Return
+12.27%
3 Year Return
+48.91%
5 Year Return
+86.72%
10 Year Return
+193.21%
AUM
$345M
AUM Growth
–
Cap. Flow
+$345M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
47.61%
Holding
167
New
167
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Lowe's Companies
LOW
|
$76.8M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$15.1M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$14.5M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$11.8M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$11.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 23.85% |
| 2 | Healthcare | 4.46% |
| 3 | Technology | 4.09% |
| 4 | Financials | 3.41% |
| 5 | Consumer Staples | 3.2% |
