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
$199M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1 +$6.66M
2 +$4.72M
3 +$2.36M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.92M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.24M

Sector Composition

1 Technology 1.4%
2 Real Estate 0.58%
3 Healthcare 0.49%
4 Industrials 0.46%
5 Consumer Discretionary 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$9K ﹤0.01%
+20
277
$8K ﹤0.01%
385
278
$8K ﹤0.01%
275
279
$8K ﹤0.01%
15
-20
280
$8K ﹤0.01%
267
281
$8K ﹤0.01%
229
282
$8K ﹤0.01%
195
283
$8K ﹤0.01%
242
284
$7K ﹤0.01%
170
285
$7K ﹤0.01%
124
286
$7K ﹤0.01%
396
287
$7K ﹤0.01%
25
288
$7K ﹤0.01%
156
289
$7K ﹤0.01%
87
290
$7K ﹤0.01%
125
291
$7K ﹤0.01%
57
292
$7K ﹤0.01%
150
293
$7K ﹤0.01%
147
294
$7K ﹤0.01%
+100
295
$7K ﹤0.01%
47
296
$7K ﹤0.01%
130
297
$7K ﹤0.01%
53
298
$7K ﹤0.01%
250
299
$7K ﹤0.01%
269
300
$6K ﹤0.01%
27