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
376
$1K ﹤0.01%
9
377
$1K ﹤0.01%
40
378
$1K ﹤0.01%
556
379
$0 ﹤0.01%
+54
380
$0 ﹤0.01%
5
381
0
382
$0 ﹤0.01%
13
383
$0 ﹤0.01%
32
384
$0 ﹤0.01%
+33
385
$0 ﹤0.01%
+10
386
$0 ﹤0.01%
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387
$0 ﹤0.01%
14
388
$0 ﹤0.01%
50
389
$0 ﹤0.01%
260
390
-400
391
$0 ﹤0.01%
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2
393
$0 ﹤0.01%
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394
$0 ﹤0.01%
3
395
$0 ﹤0.01%
+2
396
$0 ﹤0.01%
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397
$0 ﹤0.01%
1
398
$0 ﹤0.01%
20
399
0
400
-33