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IAA

Ironsides Asset Advisors Portfolio holdings

AUM $399M
1-Year Est. Return 13.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$358M
AUM Growth
+$5.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$4.36M
3
+$3.03M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.04M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.63M

Top Sells

1
+$2.93M
2
+$2.11M
3
+$1.87M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.39M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$1.28M

Sector Composition

1 Consumer Discretionary 26.32%
2 Consumer Staples 4.57%
3 Technology 4.32%
4 Financials 3.74%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$100K 0.03%
19,231
152
$73K 0.02%
+10,080
153
$64K 0.02%
10,000
154
$59K 0.02%
+2,675
155
– –
-8,998
156
– –
-14,838
157
– –
-3,180
158
– –
-23,400
159
– –
-20,500
160
– –
-11,855
161
– –
-995
162
– –
-35,610
163
– –
-2,780
164
– –
-4,918
165
– –
-9,525
166
– –
-11,508
167
– –
-16,595
168
– –
-9,111
3 4 5 6
7