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
$333M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$2.58M
3
+$2.23M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.42M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.01M

Top Sells

1
+$2.44M
2
+$2.08M
3
+$2M
4
BLOK icon
Amplify Blockchain Technology ETF
BLOK
+$834K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$630K

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
376
$9K ﹤0.01%
100
377
$9K ﹤0.01%
47
378
$9K ﹤0.01%
115
+46
379
$9K ﹤0.01%
105
380
$9K ﹤0.01%
82
381
$9K ﹤0.01%
160
382
$9K ﹤0.01%
110
383
$8K ﹤0.01%
275
384
$8K ﹤0.01%
112
385
$8K ﹤0.01%
85
386
$8K ﹤0.01%
109
387
$8K ﹤0.01%
95
388
$8K ﹤0.01%
6
+2
389
$8K ﹤0.01%
63
+10
390
$8K ﹤0.01%
186
391
$8K ﹤0.01%
150
392
$8K ﹤0.01%
85
393
$8K ﹤0.01%
95
394
$8K ﹤0.01%
150
395
$7K ﹤0.01%
+60
396
$7K ﹤0.01%
125
397
$7K ﹤0.01%
50
398
$7K ﹤0.01%
90
399
$7K ﹤0.01%
5
400
$7K ﹤0.01%
3
14 15
16
17 18