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
$166M
AUM Growth
+$4.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 1.06%
2 Consumer Discretionary 0.94%
3 Technology 0.57%
4 Healthcare 0.32%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$3K ﹤0.01%
50
227
$3K ﹤0.01%
1,150
228
$3K ﹤0.01%
8
229
$3K ﹤0.01%
15
230
$2K ﹤0.01%
39
231
$2K ﹤0.01%
30
232
$2K ﹤0.01%
50
233
$2K ﹤0.01%
35
234
$2K ﹤0.01%
15
235
$2K ﹤0.01%
99
236
$2K ﹤0.01%
65
237
$2K ﹤0.01%
65
238
$2K ﹤0.01%
34
239
$2K ﹤0.01%
33
240
$2K ﹤0.01%
90
241
$2K ﹤0.01%
24
-318
242
$2K ﹤0.01%
52
243
$2K ﹤0.01%
144
244
$1K ﹤0.01%
110
245
$1K ﹤0.01%
17
246
$1K ﹤0.01%
33
247
$1K ﹤0.01%
100
248
$1K ﹤0.01%
12
249
$1K ﹤0.01%
386
250
$1K ﹤0.01%
10