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
476
$3K ﹤0.01%
61
+36
477
$3K ﹤0.01%
52
+1
478
$3K ﹤0.01%
+200
479
$3K ﹤0.01%
50
480
$3K ﹤0.01%
+322
481
$3K ﹤0.01%
40
482
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75
483
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-13
484
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31
-15
485
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76
+1
486
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36
487
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10
488
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133
489
$3K ﹤0.01%
100
490
$2K ﹤0.01%
41
491
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24
492
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17
493
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31
495
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35
-17,036
496
$2K ﹤0.01%
25
497
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42
498
$2K ﹤0.01%
103
+2
499
$2K ﹤0.01%
102
+1
500
$2K ﹤0.01%
30
-15
18 19
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