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
$349M
AUM Growth
+$4.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$3.78M
2 +$845K
3 +$790K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$476K
5
BG icon
Bunge Global
BG
+$473K

Sector Composition

1 Consumer Discretionary 32.46%
2 Financials 2.26%
3 Technology 1.6%
4 Energy 0.39%
5 Communication Services 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,605
77
-8,997