IF
Ironwood Financial Portfolio holdings
AUM
$466M
1-Year Return
9.07%
This Quarter Return
+3.11%
1 Year Return
+9.07%
3 Year Return
+43.95%
5 Year Return
+66.55%
10 Year Return
–
AUM
$199M
AUM Growth
+$13.9M
(+7.5%)
Cap. Flow
+$10.2M
Cap. Flow
% of AUM
5.14%
Top 10 Holdings %
Top 10 Hldgs %
62.67%
Holding
459
New
33
Increased
56
Reduced
41
Closed
5
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
+$6.66M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$4.72M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
+$2.36M |
| 4 |
iShares Russell 2000 Growth ETF
IWO
|
+$1.92M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.24M |
Top Sells
Sector Composition
| 1 | Technology | 1.4% |
| 2 | Real Estate | 0.58% |
| 3 | Healthcare | 0.49% |
| 4 | Industrials | 0.46% |
| 5 | Consumer Discretionary | 0.33% |
