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
$333M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.65M
3
+$2.23M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.41M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.01M

Top Sells

1
+$2.44M
2
+$2.2M
3
+$2.12M
4
BLOK icon
Amplify Blockchain Technology ETF
BLOK
+$973K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$646K

Sector Composition

1 Technology 12.61%
2 Healthcare 3.61%
3 Consumer Discretionary 3.39%
4 Communication Services 1.94%
5 Financials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$26K 0.01%
255
+5
252
$26K 0.01%
110
253
$26K 0.01%
4
254
$26K 0.01%
1,509
255
$25K 0.01%
600
256
$25K 0.01%
350
257
$25K 0.01%
102
258
$25K 0.01%
180
259
$24K 0.01%
250
260
$23K 0.01%
633
261
$23K 0.01%
3,452
262
$23K 0.01%
231
263
$23K 0.01%
400
264
$23K 0.01%
750
-20
265
$22K 0.01%
1,400
266
$22K 0.01%
340
267
$22K 0.01%
+142
268
$22K 0.01%
243
269
$21K 0.01%
150
270
$21K 0.01%
114
271
$21K 0.01%
170
272
$21K 0.01%
600
273
$20K 0.01%
143
+57
274
$20K 0.01%
447
-34
275
$20K 0.01%
+685
9 10
11
12 13