IAA

Ironsides Asset Advisors Portfolio holdings

AUM $345M
1-Year Est. Return 12.27%
This Quarter Est. Return
1 Year Est. Return
+12.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.09M
3
+$1.04M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$971K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$679K

Top Sells

1
+$13.7M
2
+$11.3M
3
+$6.98M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$5.48M
5
XOM icon
Exxon Mobil
XOM
+$5.16M

Sector Composition

1 Consumer Discretionary 39.79%
2 Technology 2.3%
3 Financials 2.29%
4 Healthcare 1.78%
5 Energy 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
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