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
$477M
AUM Growth
+$821K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$613K
2
+$409K
3
+$402K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$395K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$379K

Top Sells

1
+$4.72M
2
+$1.29M
3
+$1.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$826K
5
AAPL icon
Apple
AAPL
+$506K

Sector Composition

1 Technology 11.67%
2 Consumer Discretionary 2.88%
3 Healthcare 2.86%
4 Communication Services 1.82%
5 Financials 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.94M 1.04%
51,024
-2,164
27
$4.75M 1%
36,210
-2,710
28
$4.58M 0.96%
8,955
-1,615
29
$4.24M 0.89%
53,949
-114
30
$4.07M 0.85%
85,211
+5,072
31
$4.05M 0.85%
5,248
-29
32
$3.84M 0.81%
20,271
33
$3.69M 0.77%
147,273
+11,111
34
$3.67M 0.77%
15,293
-8
35
$3.6M 0.76%
18,918
36
$3.53M 0.74%
3,852
+22
37
$3.35M 0.7%
139,356
+15,766
38
$3.28M 0.69%
27,886
+2,800
39
$3.02M 0.63%
5,160
-112
40
$2.78M 0.58%
26,029
-588
41
$2.73M 0.57%
30,054
-822
42
$2.73M 0.57%
4,336
43
$2.7M 0.57%
132,644
+20,119
44
$2.67M 0.56%
11,891
-88
45
$2.4M 0.5%
130,829
+4,738
46
$2.33M 0.49%
10,582
47
$2.27M 0.48%
34,917
48
$2.26M 0.47%
94,287
+14,725
49
$2.21M 0.46%
88,845
+15,072
50
$1.89M 0.4%
32,962
+3,654
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