IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 1.4%
2 Technology 0.95%
3 Industrials 0.53%
4 Healthcare 0.33%
5 Financials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$7K ﹤0.01%
+650
227
$7K ﹤0.01%
+1,500
228
$7K ﹤0.01%
350
229
$7K ﹤0.01%
33
230
$7K ﹤0.01%
62
231
$6K ﹤0.01%
33
232
$6K ﹤0.01%
+75
233
$6K ﹤0.01%
320
234
$6K ﹤0.01%
67
-6
235
$6K ﹤0.01%
162
236
$6K ﹤0.01%
123
237
$6K ﹤0.01%
115
238
$6K ﹤0.01%
110
-6
239
$6K ﹤0.01%
140
240
$6K ﹤0.01%
125
-146
241
$6K ﹤0.01%
123
-8
242
$6K ﹤0.01%
115
243
$6K ﹤0.01%
141
244
$5K ﹤0.01%
+500
245
$5K ﹤0.01%
99
246
$5K ﹤0.01%
41
247
$5K ﹤0.01%
46
248
$5K ﹤0.01%
192
-9
249
$5K ﹤0.01%
14
250
$5K ﹤0.01%
157
+152