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
326
$14K ﹤0.01%
233
327
$14K ﹤0.01%
269
328
$14K ﹤0.01%
320
329
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300
+120
330
$14K ﹤0.01%
260
331
$13K ﹤0.01%
45
+18
332
$13K ﹤0.01%
66
+26
333
$13K ﹤0.01%
42
334
$13K ﹤0.01%
200
335
$13K ﹤0.01%
245
+98
336
$13K ﹤0.01%
75
+30
337
$13K ﹤0.01%
291
338
$13K ﹤0.01%
171
339
$13K ﹤0.01%
230
-160
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$13K ﹤0.01%
229
341
$13K ﹤0.01%
200
342
$12K ﹤0.01%
474
343
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145
+58
345
$12K ﹤0.01%
160
346
$12K ﹤0.01%
54
+22
347
$12K ﹤0.01%
128
348
$12K ﹤0.01%
458
349
$12K ﹤0.01%
210
+84
350
$12K ﹤0.01%
115
12 13
14
15 16