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
301
$16K ﹤0.01%
404
-180
302
$16K ﹤0.01%
816
+432
303
$16K ﹤0.01%
1,000
304
$16K ﹤0.01%
165
305
$16K ﹤0.01%
53
+21
306
$16K ﹤0.01%
576
307
$16K ﹤0.01%
543
308
$16K ﹤0.01%
501
+77
309
$16K ﹤0.01%
57
310
$16K ﹤0.01%
267
311
$16K ﹤0.01%
234
+79
312
$15K ﹤0.01%
240
-133
313
$15K ﹤0.01%
325
314
$15K ﹤0.01%
350
315
$15K ﹤0.01%
192
316
$15K ﹤0.01%
330
317
$15K ﹤0.01%
+504
318
$15K ﹤0.01%
114
319
$15K ﹤0.01%
66
-32
320
$15K ﹤0.01%
+181
321
$15K ﹤0.01%
195
322
$14K ﹤0.01%
108
323
$14K ﹤0.01%
284
+114
324
$14K ﹤0.01%
385
325
$14K ﹤0.01%
201
+1
11 12
13
14 15