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
$333M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.65M
3
+$2.23M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.41M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.01M

Top Sells

1
+$2.44M
2
+$2.2M
3
+$2.12M
4
BLOK icon
Amplify Blockchain Technology ETF
BLOK
+$973K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$646K

Sector Composition

1 Technology 12.61%
2 Healthcare 3.61%
3 Consumer Discretionary 3.39%
4 Communication Services 1.94%
5 Financials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.9M 0.87%
33,608
-3,116
27
$2.89M 0.87%
35,711
-614
28
$2.48M 0.74%
20,280
29
$2.48M 0.74%
7,945
-109
30
$2.21M 0.66%
14,200
+27
31
$2.21M 0.66%
4,498
32
$2.09M 0.63%
16,680
33
$1.88M 0.56%
19,005
+7,281
34
$1.8M 0.54%
8,068
+2,413
35
$1.76M 0.53%
67,641
-3,690
36
$1.68M 0.51%
10,210
+49
37
$1.59M 0.48%
11,364
+71
38
$1.58M 0.48%
8,160
+34
39
$1.58M 0.47%
19,522
+1,766
40
$1.58M 0.47%
11,893
+943
41
$1.57M 0.47%
3,673
+5
42
$1.55M 0.47%
6,380
43
$1.52M 0.46%
4,285
-275
44
$1.49M 0.45%
5,474
-50
45
$1.39M 0.42%
35,385
46
$1.38M 0.41%
26,330
-2,563
47
$1.31M 0.39%
4,102
48
$1.3M 0.39%
3,283
49
$1.29M 0.39%
11,269
50
$1.29M 0.39%
32,770
+2
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2
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