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
$345M
AUM Growth
+$113K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$2.17M
2 +$1.85M
3 +$1.61M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$1.37M
5
CVY icon
Invesco Zacks Multi-Asset Income ETF
CVY
+$1.37M

Top Sells

1 +$11.5M
2 +$1.28M
3 +$1.14M
4
AIG icon
American International
AIG
+$1.11M
5
KMI icon
Kinder Morgan
KMI
+$1.01M

Sector Composition

1 Consumer Discretionary 22.73%
2 Healthcare 4.53%
3 Technology 3.75%
4 Financials 3.7%
5 Consumer Staples 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-6,515