IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.43%
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%
33
255
$1K ﹤0.01%
100
256
$1K ﹤0.01%
12
257
$1K ﹤0.01%
32
258
$1K ﹤0.01%
386
259
$1K ﹤0.01%
64
260
$1K ﹤0.01%
40
261
$1K ﹤0.01%
4
262
0
263
-6
264
$0 ﹤0.01%
13
265
$0 ﹤0.01%
27
266
-36
267
$0 ﹤0.01%
13
268
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269
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50
270
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9
271
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273
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16
274
-63
275
$0 ﹤0.01%
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