IAA

Ironsides Asset Advisors Portfolio holdings

AUM $388M
1-Year Est. Return 8.49%
This Quarter Est. Return
1 Year Est. Return
+8.49%
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 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
-4,943