IF

Ironwood Financial Portfolio holdings

AUM $573M
1-Year Est. Return 13.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$857K
3
+$837K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$803K
5
AXDX
Accelerate Diagnostics
AXDX
+$658K

Top Sells

1
+$1.14M
2
+$736K
3
+$600K
4
IYE icon
iShares US Energy ETF
IYE
+$382K
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$258K

Sector Composition

1 Technology 14.4%
2 Healthcare 3.66%
3 Consumer Discretionary 3.4%
4 Communication Services 2.16%
5 Financials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-655
452
– –
-10
453
– –
-600
454
– –
-1,204
455
– –
-250
456
– –
-36
457
– –
-114
458
– –
-109
459
– –
-42
460
– –
-21
461
– –
-1,539
462
– –
-250
463
– –
-159
464
– –
-390
465
– –
-145
466
– –
-160
467
– –
-103
468
– –
-3,600
469
– –
-200
470
– –
-577
471
– –
-6
472
– –
-1
473
– –
-50
474
– –
-1,011
475
– –
-2,264
17 18
19
20 21