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
$193M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 0.87%
2 Technology 0.82%
3 Consumer Discretionary 0.67%
4 Healthcare 0.51%
5 Financials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$8K ﹤0.01%
171
277
$8K ﹤0.01%
57
278
$8K ﹤0.01%
100
279
$8K ﹤0.01%
320
280
$8K ﹤0.01%
84
281
$7K ﹤0.01%
120
282
$7K ﹤0.01%
396
283
$7K ﹤0.01%
260
284
$7K ﹤0.01%
125
285
$7K ﹤0.01%
130
286
$7K ﹤0.01%
134
287
$7K ﹤0.01%
52
288
$7K ﹤0.01%
20
289
$7K ﹤0.01%
1,500
290
$7K ﹤0.01%
115
291
$7K ﹤0.01%
400
292
$7K ﹤0.01%
110
293
$7K ﹤0.01%
79
294
$6K ﹤0.01%
25
295
$6K ﹤0.01%
66
296
$6K ﹤0.01%
159
297
$6K ﹤0.01%
32
298
$6K ﹤0.01%
177
299
$6K ﹤0.01%
180
300
$6K ﹤0.01%
58