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
$365M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$883K
3
+$841K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$834K
5
AXDX
Accelerate Diagnostics
AXDX
+$617K

Top Sells

1
+$1.14M
2
+$737K
3
+$600K
4
IYE icon
iShares US Energy ETF
IYE
+$374K
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
26
$3.6M 0.98%
59,924
+866
27
$3.38M 0.93%
23,340
28
$3.09M 0.85%
4,808
-90
29
$3.06M 0.84%
35,348
-51
30
$2.9M 0.8%
12,027
+2,029
31
$2.86M 0.78%
19,740
32
$2.68M 0.73%
31,463
+1,639
33
$2.5M 0.68%
15,781
-12
34
$2.34M 0.64%
21,864
+2,482
35
$2.25M 0.62%
7,690
-116
36
$2.21M 0.61%
8,547
-17
37
$2.11M 0.58%
3,718
38
$2.11M 0.58%
35,681
39
$2.04M 0.56%
5,124
+643
40
$2M 0.55%
14,424
+1,205
41
$1.83M 0.5%
4,401
42
$1.79M 0.49%
3,761
+104
43
$1.76M 0.48%
65,574
-843
44
$1.75M 0.48%
10,251
-36
45
$1.63M 0.45%
5,327
-68
46
$1.62M 0.44%
12,206
47
$1.52M 0.42%
5,489
-10
48
$1.44M 0.39%
14,270
+1,418
49
$1.41M 0.39%
10,556
-486
50
$1.36M 0.37%
21,463
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