IAA
Ironsides Asset Advisors Portfolio holdings
AUM
$345M
This Quarter Return
+9.13%
1 Year Return
+12.27%
3 Year Return
+48.91%
5 Year Return
+86.72%
10 Year Return
+193.21%
AUM
$364M
AUM Growth
+$364M
(+5.5%)
Cap. Flow
-$7.23M
Cap. Flow
% of AUM
-1.99%
Top 10 Holdings %
Top 10 Hldgs %
49.65%
Holding
178
New
16
Increased
47
Reduced
42
Closed
24
Top Buys
Top Sells
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$5.23M |
| 2 |
Lowe's Companies
LOW
|
$4.62M |
| 3 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$2.38M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.2M |
| 5 |
Abbott
ABT
|
$1.65M |
Sector Composition
| 1 | Consumer Discretionary | 26.42% |
| 2 | Healthcare | 4.29% |
| 3 | Technology | 4.16% |
| 4 | Financials | 3.52% |
| 5 | Consumer Staples | 3.26% |