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
$333M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.65M
3
+$2.23M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.41M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.01M

Top Sells

1
+$2.44M
2
+$2.2M
3
+$2.12M
4
BLOK icon
Amplify Blockchain Technology ETF
BLOK
+$973K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$646K

Sector Composition

1 Technology 12.61%
2 Healthcare 3.61%
3 Consumer Discretionary 3.39%
4 Communication Services 1.94%
5 Financials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$20K 0.01%
96
277
$20K 0.01%
320
278
$20K 0.01%
1,753
279
$20K 0.01%
275
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311
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281
$19K 0.01%
250
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894
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523
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159
-75
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+2
287
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250
288
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85
289
$18K 0.01%
450
290
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84
291
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297
292
$18K 0.01%
273
293
$18K 0.01%
300
294
$18K 0.01%
126
295
$18K 0.01%
130
296
$18K 0.01%
687
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297
$18K 0.01%
155
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$17K 0.01%
450
299
$16K ﹤0.01%
275
300
$16K ﹤0.01%
310
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