IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.44%
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
276
$0 ﹤0.01%
1
277
$0 ﹤0.01%
5
278
0
279
-36
280
$0 ﹤0.01%
13
281
$0 ﹤0.01%
14
282
$0 ﹤0.01%
7
283
$0 ﹤0.01%
30
284
$0 ﹤0.01%
35
285
$0 ﹤0.01%
6
286
$0 ﹤0.01%
1
287
-761
288
-5,555