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
301
$6K ﹤0.01%
176
302
$6K ﹤0.01%
180
303
$6K ﹤0.01%
100
304
$6K ﹤0.01%
110
305
$6K ﹤0.01%
20
306
$6K ﹤0.01%
1,600
307
$5K ﹤0.01%
29
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$5K ﹤0.01%
+84
309
$5K ﹤0.01%
100
310
$5K ﹤0.01%
81
311
$5K ﹤0.01%
32
312
$5K ﹤0.01%
151
313
$5K ﹤0.01%
100
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$5K ﹤0.01%
307
315
$5K ﹤0.01%
186
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$5K ﹤0.01%
36
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$5K ﹤0.01%
200
318
$5K ﹤0.01%
69
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$5K ﹤0.01%
736
+220
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$5K ﹤0.01%
300
321
$4K ﹤0.01%
73
322
$4K ﹤0.01%
133
323
$4K ﹤0.01%
120
324
$4K ﹤0.01%
91
325
$4K ﹤0.01%
90