IF

Ironwood Financial Portfolio holdings

AUM $564M
1-Year Est. Return 10.45%
This Quarter Est. Return
1 Year Est. Return
+10.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.65M
3
+$2.23M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.41M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.01M

Top Sells

1
+$2.44M
2
+$2.2M
3
+$2.12M
4
BLOK icon
Amplify Blockchain Technology ETF
BLOK
+$973K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$646K

Sector Composition

1 Technology 12.61%
2 Healthcare 3.61%
3 Consumer Discretionary 3.39%
4 Communication Services 1.94%
5 Financials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$34K 0.01%
333
+112
227
$33K 0.01%
146
228
$33K 0.01%
190
229
$33K 0.01%
404
-10
230
$33K 0.01%
363
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231
$32K 0.01%
980
232
$31K 0.01%
1,058
+535
233
$31K 0.01%
103
234
$31K 0.01%
829
235
$31K 0.01%
180
236
$30K 0.01%
190
237
$30K 0.01%
94
238
$29K 0.01%
483
239
$29K 0.01%
150
240
$29K 0.01%
247
241
$29K 0.01%
1,194
+35
242
$29K 0.01%
70
243
$29K 0.01%
190
244
$29K 0.01%
750
245
$28K 0.01%
530
246
$28K 0.01%
633
247
$27K 0.01%
390
+125
248
$27K 0.01%
106
+26
249
$26K 0.01%
2,000
250
$26K 0.01%
240
-10
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10
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