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
$162M
AUM Growth
+$6.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 1.22%
2 Industrials 1.04%
3 Technology 0.53%
4 Healthcare 0.31%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$1K ﹤0.01%
3
252
$1K ﹤0.01%
110
253
$1K ﹤0.01%
17
254
$1K ﹤0.01%
386
255
$1K ﹤0.01%
64
256
$1K ﹤0.01%
40
257
$1K ﹤0.01%
4
258
$1K ﹤0.01%
33
259
$1K ﹤0.01%
100
260
$1K ﹤0.01%
12
261
$1K ﹤0.01%
32
262
-6
263
$0 ﹤0.01%
13
264
$0 ﹤0.01%
27
265
$0 ﹤0.01%
50
266
$0 ﹤0.01%
9
267
$0 ﹤0.01%
17
268
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7
269
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16
270
-63
271
$0 ﹤0.01%
1
272
0
273
$0 ﹤0.01%
4
274
$0 ﹤0.01%
27
275
$0 ﹤0.01%
+3