IAA
Ironsides Asset Advisors Portfolio holdings
AUM
$395M
1-Year Est. Return
12.09%
This Fund
S&P 500
1 Year Est. Return
+12.09%
AUM
$388M
AUM Growth
+$43M
(+12%)
Holding
76
Top Buys
| 1 | +$4.85M | |
| 2 | +$1.91M | |
| 3 | +$1.38M | |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$868K |
| 5 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$849K |
Top Sells
| 1 | +$439K | |
| 2 | +$293K | |
| 3 | +$224K | |
| 4 |
Independence Realty Trust
IRT
|
+$186K |
| 5 |
Simplify Health Care ETF
PINK
|
+$158K |
Sector Composition
| 1 | Consumer Discretionary | 29.3% |
| 2 | Financials | 2.41% |
| 3 | Technology | 1.34% |
| 4 | Industrials | 0.41% |
| 5 | Energy | 0.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Independence Realty Trust
IRT
$3.91B
| – | – |
-10,496
|
|