IAA
Ironsides Asset Advisors Portfolio holdings
AUM
$345M
This Quarter Return
-0.37%
1 Year Return
+12.27%
3 Year Return
+48.91%
5 Year Return
+86.72%
10 Year Return
+193.21%
AUM
$370M
AUM Growth
+$370M
(+13%)
Cap. Flow
+$56.9M
Cap. Flow
% of AUM
15.39%
Top 10 Holdings %
Top 10 Hldgs %
48.85%
Holding
167
New
21
Increased
91
Reduced
11
Closed
9
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$15.6M |
| 2 |
Lowe's Companies
LOW
|
$8.3M |
| 3 |
Invesco S&P 500 Equal Weight Technology ETF
RSPT
|
$2.22M |
| 4 |
Medtronic
MDT
|
$2.08M |
| 5 |
Qualcomm
QCOM
|
$1.95M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 26.18% |
| 2 | Healthcare | 7.28% |
| 3 | Consumer Staples | 5.15% |
| 4 | Technology | 4.58% |
| 5 | Industrials | 4.23% |
