IRONSIDES ASSET Overview

Ironsides Asset Advisors Llc is an investment advisor that manages 490 MM dollars in regulatory AUM and has 2 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/14 to 09/30/16. The fund's latest filing disclosed 370MM in positions, representing 75% of the manager's regulatory AUM.

IRONSIDES ASSET StockAlpha

-1.4%
Top 25%
2.5yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

IRONSIDES ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
LOW 24.66% Cons. Disc. 0.63% -0.27% 0 24%
VYM 5.75% ETF 2.76% 0.07% 0 2%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

IRONSIDES ASSET Founders and Key Employees

Name Title In Position Since
Emmett W. Gibson Managing Member, Chief Compliance Officer November-2009
Mark E. Roberts Managing Member, Chief Investment Officer January-2012

IRONSIDES ASSET Brokers, Custodians, Auditors and Administrators

Type Company

IRONSIDES ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis
To develop the Investment Policy Statementǡ Ironsides begins with Asset Allocation planning and the particular risk and obŒectives of the clientǯs portfolioǤ Once the Investment Policy Statement has been developed to attempt to meet these obŒectivesǡ Ironsides will invest the portfolio in numerous investments includingǡ but not limited toǡ commons stocksǡ ETFsǡ individual bondsǡ with third party managers andǡ to a more limited degreeǡ in mutual fundsǤ

In making selections of individual stocks for client portfoliosǡ Ironsides may use any of the following types of analysisǣ

Fundamental Analysis Ȃ involves review of the business and financial information about an issuerǤ Without limitationǡ the following factors generally will be consideredǣ

o Financial strength ratiosǢ o PriceǦtoǦearnings ratiosǢ o Dividend yieldsǢ and
o Ratio of PriceǦto...
Get the Full Report

IRONSIDES ASSET Portfolio Concentration

IRONSIDES ASSET Location

511 TARRYTOWN CENTER
ROCKY MOUNT, North Carolina
UNITED STATES, 27804

IRONSIDES ASSET Contact Information

Phone Number: 252-443-7041
Fax Number: 252-443-5383
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B