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
$129M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 1.97%
2 Industrials 0.81%
3 Technology 0.51%
4 Financials 0.31%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$2K ﹤0.01%
+400
252
$2K ﹤0.01%
+50
253
$2K ﹤0.01%
+110
254
$2K ﹤0.01%
+127
255
$2K ﹤0.01%
+45
256
$2K ﹤0.01%
+54
257
$2K ﹤0.01%
+200
258
$2K ﹤0.01%
+39
259
$2K ﹤0.01%
+65
260
$2K ﹤0.01%
+65
261
$2K ﹤0.01%
+34
262
$2K ﹤0.01%
+50
263
$2K ﹤0.01%
+144
264
$2K ﹤0.01%
+50
265
$2K ﹤0.01%
+8
266
$2K ﹤0.01%
+456
267
$1K ﹤0.01%
+33
268
$1K ﹤0.01%
+12
269
$1K ﹤0.01%
+12
270
$1K ﹤0.01%
+32
271
$1K ﹤0.01%
+386
272
$1K ﹤0.01%
+71
273
$1K ﹤0.01%
+50
274
$1K ﹤0.01%
+36
275
$1K ﹤0.01%
+41