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
$199M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1 +$6.53M
2 +$4.68M
3 +$2.38M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.89M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.2M

Sector Composition

1 Technology 1.4%
2 Real Estate 0.58%
3 Healthcare 0.49%
4 Industrials 0.46%
5 Consumer Discretionary 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$0 ﹤0.01%
21
452
$0 ﹤0.01%
14
453
$0 ﹤0.01%
50
454
$0 ﹤0.01%
6
455
$0 ﹤0.01%
1
456
$0 ﹤0.01%
7
457
$0 ﹤0.01%
3
458
$0 ﹤0.01%
18
459
$0 ﹤0.01%
2