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

Top Buys

1 +$6.66M
2 +$4.72M
3 +$2.36M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.92M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.24M

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
-140
452
$0 ﹤0.01%
32
453
$0 ﹤0.01%
7
454
$0 ﹤0.01%
13
455
0
456
$0 ﹤0.01%
3
457
$0 ﹤0.01%
5
458
$0 ﹤0.01%
54
459
$0 ﹤0.01%
5