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
$208M
AUM Growth
+$4.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.98%
2 Industrials 0.75%
3 Consumer Discretionary 0.5%
4 Healthcare 0.44%
5 Financials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$7K ﹤0.01%
79
302
$7K ﹤0.01%
44
303
$6K ﹤0.01%
396
304
$6K ﹤0.01%
66
305
$6K ﹤0.01%
159
306
$6K ﹤0.01%
177
307
$6K ﹤0.01%
180
308
$6K ﹤0.01%
100
309
$5K ﹤0.01%
5
310
$5K ﹤0.01%
81
311
$5K ﹤0.01%
32
312
$5K ﹤0.01%
110
313
$5K ﹤0.01%
127
314
$5K ﹤0.01%
20
315
$5K ﹤0.01%
100
316
$5K ﹤0.01%
+186
317
$5K ﹤0.01%
36
318
$5K ﹤0.01%
69
319
$5K ﹤0.01%
300
320
$4K ﹤0.01%
29
321
$4K ﹤0.01%
100
322
$4K ﹤0.01%
133
323
$4K ﹤0.01%
120
324
$4K ﹤0.01%
91
325
$4K ﹤0.01%
151