IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.43%
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
State Street Consumer Discretionary Select Sector SPDR ETF
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
526
$1K ﹤0.01%
13
527
$1K ﹤0.01%
+21
528
$1K ﹤0.01%
10
529
$1K ﹤0.01%
14
530
$1K ﹤0.01%
+34
531
$1K ﹤0.01%
32
-28
532
$1K ﹤0.01%
56
-29
533
$1K ﹤0.01%
12
-23
534
$1K ﹤0.01%
20
535
$1K ﹤0.01%
33
-17
536
$1K ﹤0.01%
25
+10
537
$1K ﹤0.01%
16
-260
538
$1K ﹤0.01%
5
-3
539
$1K ﹤0.01%
22
-11
540
$1K ﹤0.01%
4
541
$1K ﹤0.01%
118
542
$1K ﹤0.01%
18
543
$1K ﹤0.01%
9
544
$1K ﹤0.01%
40
545
$1K ﹤0.01%
4
+1
546
$1K ﹤0.01%
18
-1
547
$0 ﹤0.01%
1
-4
548
$0 ﹤0.01%
53
-1
549
$0 ﹤0.01%
5
550
– –
-67
20 21
22
23 24