IF
Ironwood Financial Portfolio holdings
AUM
$466M
1-Year Return
9.07%
This Quarter Return
+5.68%
1 Year Return
+9.07%
3 Year Return
+43.95%
5 Year Return
+66.55%
10 Year Return
–
AUM
$333M
AUM Growth
+$26.5M
(+8.7%)
Cap. Flow
+$9.47M
Cap. Flow
% of AUM
2.84%
Top 10 Holdings %
Top 10 Hldgs %
43.01%
Holding
606
New
27
Increased
139
Reduced
83
Closed
9
Top Buys
| 1 |
Dimensional US Small Cap ETF
DFAS
|
+$3.42M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$2.65M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
+$2.23M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$1.41M |
| 5 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
+$1.01M |
Top Sells
Sector Composition
| 1 | Technology | 12.61% |
| 2 | Healthcare | 3.61% |
| 3 | Consumer Discretionary | 3.39% |
| 4 | Communication Services | 1.94% |
| 5 | Financials | 1.45% |
