IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.44%
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
351
$2K ﹤0.01%
105
352
$2K ﹤0.01%
15
353
$2K ﹤0.01%
90
354
$2K ﹤0.01%
+25
355
$2K ﹤0.01%
36
356
$2K ﹤0.01%
100
357
$2K ﹤0.01%
65
358
$2K ﹤0.01%
25
359
$2K ﹤0.01%
+37
360
$2K ﹤0.01%
53
361
$2K ﹤0.01%
+6
362
$2K ﹤0.01%
516
+486
363
$1K ﹤0.01%
386
364
$1K ﹤0.01%
9
365
$1K ﹤0.01%
9
366
$1K ﹤0.01%
556
367
$1K ﹤0.01%
103
368
$1K ﹤0.01%
33
369
$1K ﹤0.01%
+15
370
$1K ﹤0.01%
249
371
$1K ﹤0.01%
39
372
$1K ﹤0.01%
110
373
$1K ﹤0.01%
17
374
$1K ﹤0.01%
42
375
$1K ﹤0.01%
100