IF

Ironwood Financial Portfolio holdings

AUM $573M
1-Year Est. Return 13.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$342M
AUM Growth
+$8.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$836K
3
+$830K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$817K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$780K

Top Sells

1
+$1.68M
2
+$1.13M
3
+$577K
4
XEL icon
Xcel Energy
XEL
+$149K
5
PEJ icon
Invesco Leisure and Entertainment ETF
PEJ
+$92.8K

Sector Composition

1 Technology 12.84%
2 Healthcare 3.61%
3 Consumer Discretionary 3.37%
4 Communication Services 2.28%
5 Financials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3K ﹤0.01%
102
477
$3K ﹤0.01%
30
478
$3K ﹤0.01%
90
479
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+66
480
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13
481
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26
482
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52
483
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47
484
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485
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83
486
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64
487
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20
488
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52
489
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33
490
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25
491
$3K ﹤0.01%
+500
492
$2K ﹤0.01%
+25
493
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322
494
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+40
495
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496
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50
497
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498
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34
499
$2K ﹤0.01%
23
500
$2K ﹤0.01%
6
+3
18 19
20
21 22