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
$446M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$649K
2
+$589K
3
+$577K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$506K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$474K

Top Sells

1
+$2.99M
2
+$2.53M
3
+$2.48M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$516K
5
ZBH icon
Zimmer Biomet
ZBH
+$367K

Sector Composition

1 Technology 12%
2 Healthcare 3.46%
3 Consumer Discretionary 2.52%
4 Communication Services 1.97%
5 Financials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.04M 1.13%
20,200
+1,387
27
$5.03M 1.13%
238,844
-120,253
28
$4.97M 1.12%
10,380
+23
29
$4.8M 1.08%
5,305
-25
30
$4.69M 1.05%
38,732
-10
31
$4.15M 0.93%
53,783
+2,219
32
$4.03M 0.9%
22,100
+8
33
$3.99M 0.89%
24,282
+2,317
34
$3.69M 0.83%
74,598
+4,474
35
$3.54M 0.79%
19,316
+24
36
$3.19M 0.72%
3,754
37
$3.19M 0.71%
15,749
38
$3.15M 0.71%
29,430
-252
39
$2.9M 0.65%
4,412
+4
40
$2.73M 0.61%
12,131
41
$2.71M 0.61%
4,976
-204
42
$2.71M 0.61%
108,926
+18,596
43
$2.65M 0.59%
30,026
+576
44
$2.46M 0.55%
21,838
+231
45
$2.19M 0.49%
36,482
46
$2.16M 0.48%
90,650
+17,890
47
$2.01M 0.45%
110,779
+11,839
48
$1.82M 0.41%
5,813
49
$1.76M 0.39%
10,157
-263
50
$1.72M 0.38%
13,365
+12
1
2
3 4 5