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
$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%
64
252
$1K ﹤0.01%
40
253
$1K ﹤0.01%
4
254
$1K ﹤0.01%
+10
255
$1K ﹤0.01%
3
256
$1K ﹤0.01%
110
257
$1K ﹤0.01%
17
258
$1K ﹤0.01%
33
259
$1K ﹤0.01%
100
260
$1K ﹤0.01%
12
261
$1K ﹤0.01%
32
262
$0 ﹤0.01%
5
263
0
264
-6
265
$0 ﹤0.01%
13
266
$0 ﹤0.01%
27
267
-36
268
$0 ﹤0.01%
13
269
$0 ﹤0.01%
14
270
$0 ﹤0.01%
50
271
$0 ﹤0.01%
9
272
$0 ﹤0.01%
17
273
$0 ﹤0.01%
7
274
$0 ﹤0.01%
1
275
$0 ﹤0.01%
16