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
$218M
AUM Growth
+$9.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Sells

1 +$889K
2 +$711K
3 +$601K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$257K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$190K

Sector Composition

1 Technology 1.07%
2 Industrials 0.8%
3 Consumer Discretionary 0.54%
4 Healthcare 0.46%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$8K ﹤0.01%
275
277
$8K ﹤0.01%
180
278
$8K ﹤0.01%
158
279
$8K ﹤0.01%
171
280
$8K ﹤0.01%
245
281
$8K ﹤0.01%
384
282
$8K ﹤0.01%
400
283
$8K ﹤0.01%
100
284
$8K ﹤0.01%
44
285
$7K ﹤0.01%
120
286
$7K ﹤0.01%
396
287
$7K ﹤0.01%
25
288
$7K ﹤0.01%
130
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$7K ﹤0.01%
134
290
$7K ﹤0.01%
177
291
$7K ﹤0.01%
52
292
$7K ﹤0.01%
60
+2
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$7K ﹤0.01%
128
+1
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$7K ﹤0.01%
1,500
295
$7K ﹤0.01%
110
296
$7K ﹤0.01%
79
297
$6K ﹤0.01%
5
298
$6K ﹤0.01%
66
299
$6K ﹤0.01%
159
300
$6K ﹤0.01%
+163