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
501
$2K ﹤0.01%
11
502
$2K ﹤0.01%
21
+1
503
$2K ﹤0.01%
+13
504
$2K ﹤0.01%
131
505
$2K ﹤0.01%
50
506
$2K ﹤0.01%
57
507
$2K ﹤0.01%
+34
508
$2K ﹤0.01%
23
+9
509
$2K ﹤0.01%
20
510
$2K ﹤0.01%
40
511
$2K ﹤0.01%
100
512
$2K ﹤0.01%
10
513
$2K ﹤0.01%
+45
514
$2K ﹤0.01%
35
515
$2K ﹤0.01%
70
516
$2K ﹤0.01%
6
517
$2K ﹤0.01%
3
518
$2K ﹤0.01%
386
519
$2K ﹤0.01%
220
520
$2K ﹤0.01%
265
+128
521
$1K ﹤0.01%
11
+4
522
$1K ﹤0.01%
25
523
$1K ﹤0.01%
16
-16
524
$1K ﹤0.01%
5
525
$1K ﹤0.01%
13
19 20
21
22 23