IAA

Ironsides Asset Advisors Portfolio holdings

AUM $388M
1-Year Est. Return 8.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
-$3.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$2.76M
3
+$2.21M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.98M
5
IAU icon
iShares Gold Trust
IAU
+$1.55M

Top Sells

1
+$727M
2
+$3.14M
3
+$1.65M
4
AGN
Allergan plc
AGN
+$1.31M
5
VTRS icon
Viatris
VTRS
+$1.18M

Sector Composition

1 Consumer Discretionary 25.52%
2 Healthcare 6.02%
3 Consumer Staples 5.13%
4 Industrials 4.38%
5 Technology 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
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