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%
40
252
$1K ﹤0.01%
+10
253
$1K ﹤0.01%
3
254
$1K ﹤0.01%
110
255
$1K ﹤0.01%
17
256
$1K ﹤0.01%
33
257
$1K ﹤0.01%
100
258
$1K ﹤0.01%
12
259
$1K ﹤0.01%
32
260
$1K ﹤0.01%
386
261
$1K ﹤0.01%
64
262
$0 ﹤0.01%
27
263
-5,555
264
-761
265
$0 ﹤0.01%
1
266
$0 ﹤0.01%
6
267
$0 ﹤0.01%
35
268
$0 ﹤0.01%
30
269
$0 ﹤0.01%
7
270
$0 ﹤0.01%
4
271
0
272
$0 ﹤0.01%
1
273
-63
274
$0 ﹤0.01%
16
275
$0 ﹤0.01%
1