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
$365M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$883K
3
+$841K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$834K
5
AXDX
Accelerate Diagnostics
AXDX
+$617K

Top Sells

1
+$1.14M
2
+$737K
3
+$600K
4
IYE icon
iShares US Energy ETF
IYE
+$374K
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$258K

Sector Composition

1 Technology 14.4%
2 Healthcare 3.66%
3 Consumer Discretionary 3.4%
4 Communication Services 2.16%
5 Financials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-30
377
– –
-300
378
– –
-15
379
– –
-340
380
– –
-90
381
– –
-110
382
– –
-1,194
383
– –
-66
384
– –
-142
385
– –
-404
386
– –
-206
387
– –
-245
388
– –
-320
389
– –
-6
390
– –
-13
391
– –
-19
392
– –
-255
393
– –
-88
394
– –
-40
395
– –
-990
396
– –
-116
397
– –
-176
398
– –
-10
399
– –
-530
400
– –
-179
14 15
16
17 18