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
$182M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 1.29%
2 Industrials 0.6%
3 Technology 0.4%
4 Healthcare 0.36%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$0 ﹤0.01%
+8
452
$0 ﹤0.01%
+4
453
$0 ﹤0.01%
+2
454
$0 ﹤0.01%
+1
455
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+3
456
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+120
457
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+1
458
$0 ﹤0.01%
+4
459
$0 ﹤0.01%
+1
460
$0 ﹤0.01%
+1
461
$0 ﹤0.01%
+1
462
$0 ﹤0.01%
+13
463
$0 ﹤0.01%
+4
464
$0 ﹤0.01%
+1,972
465
$0 ﹤0.01%
+32
466
$0 ﹤0.01%
+92
467
$0 ﹤0.01%
+100
468
$0 ﹤0.01%
+1
469
$0 ﹤0.01%
+1
470
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+6
471
$0 ﹤0.01%
+1
472
$0 ﹤0.01%
+8
473
$0 ﹤0.01%
+1
474
$0 ﹤0.01%
+4
475
$0 ﹤0.01%
+5