IF
Ironwood Financial Portfolio holdings
AUM
$466M
1-Year Return
9.07%
This Quarter Return
+8.15%
1 Year Return
+9.07%
3 Year Return
+43.95%
5 Year Return
+66.55%
10 Year Return
–
AUM
$365M
AUM Growth
+$23.5M
(+6.9%)
Cap. Flow
-$1.19M
Cap. Flow
% of AUM
-0.33%
Top 10 Holdings %
Top 10 Hldgs %
46.36%
Holding
613
New
–
Increased
46
Reduced
42
Closed
484
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$2.06M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$883K |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$841K |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$834K |
| 5 |
AXDX
Accelerate Diagnostics
AXDX
|
$617K |
Top Sells
Sector Composition
| 1 | Technology | 14.4% |
| 2 | Healthcare | 3.66% |
| 3 | Consumer Discretionary | 3.4% |
| 4 | Communication Services | 2.16% |
| 5 | Financials | 1.27% |
