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
$342M
AUM Growth
+$8.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$836K
3
+$830K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$817K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$780K

Top Sells

1
+$1.68M
2
+$1.13M
3
+$577K
4
XEL icon
Xcel Energy
XEL
+$149K
5
PEJ icon
Invesco Leisure and Entertainment ETF
PEJ
+$92.8K

Sector Composition

1 Technology 12.84%
2 Healthcare 3.61%
3 Consumer Discretionary 3.37%
4 Communication Services 2.28%
5 Financials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4K ﹤0.01%
105
452
$4K ﹤0.01%
119
+47
453
$4K ﹤0.01%
88
454
$4K ﹤0.01%
10
455
$4K ﹤0.01%
15
456
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15
457
$4K ﹤0.01%
63
458
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108
+1
459
$4K ﹤0.01%
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460
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100
461
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17
462
$3K ﹤0.01%
100
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30
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$3K ﹤0.01%
90
466
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+66
467
$3K ﹤0.01%
206
468
$3K ﹤0.01%
52
469
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470
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471
$3K ﹤0.01%
65
472
$3K ﹤0.01%
83
473
$3K ﹤0.01%
64
474
$3K ﹤0.01%
27
475
$3K ﹤0.01%
75
17 18
19
20 21