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
$466M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$666K
3
+$631K
4
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$610K
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$516K

Top Sells

1
+$1.55M
2
+$625K
3
+$447K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$305K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$249K

Sector Composition

1 Technology 10.69%
2 Healthcare 3.25%
3 Consumer Discretionary 2.73%
4 Communication Services 1.55%
5 Financials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.8M 1.03%
35,711
-499
27
$4.74M 1.02%
12,637
-1,191
28
$4.33M 0.93%
5,248
29
$4.24M 0.91%
53,785
-164
30
$4.16M 0.89%
81,886
-3,325
31
$4.12M 0.88%
8,795
-160
32
$3.82M 0.82%
157,954
+18,598
33
$3.78M 0.81%
15,400
+107
34
$3.64M 0.78%
3,845
-7
35
$3.5M 0.75%
139,021
-8,252
36
$3.45M 0.74%
29,719
+1,833
37
$3.42M 0.73%
164,739
+32,095
38
$3.3M 0.71%
11,882
-9
39
$3.13M 0.67%
20,259
-12
40
$2.96M 0.63%
18,918
41
$2.81M 0.6%
5,023
-137
42
$2.8M 0.6%
25,758
-271
43
$2.69M 0.58%
106,579
+17,734
44
$2.67M 0.57%
110,620
+16,333
45
$2.66M 0.57%
4,336
46
$2.63M 0.56%
10,577
-5
47
$2.56M 0.55%
30,768
+714
48
$2.43M 0.52%
131,354
+525
49
$2.15M 0.46%
35,366
+2,404
50
$2.08M 0.45%
17,195
+810
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2
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