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
$365M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$883K
3
+$841K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$834K
5
AXDX
Accelerate Diagnostics
AXDX
+$617K

Top Sells

1
+$1.14M
2
+$737K
3
+$600K
4
IYE icon
iShares US Energy ETF
IYE
+$374K
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$258K

Sector Composition

1 Technology 14.4%
2 Healthcare 3.66%
3 Consumer Discretionary 3.4%
4 Communication Services 2.16%
5 Financials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
– –
-334
527
– –
-164
528
– –
-1,176
529
– –
-1,030
530
– –
-1,375
531
– –
-302
532
– –
-887
533
– –
-343
534
– –
-5
535
– –
-146
536
– –
-823
537
– –
-31
538
– –
-284
539
– –
-644
540
– –
-3,000
541
– –
-3
542
– –
-35
543
– –
-158
544
– –
-1,165
545
– –
-60
546
– –
-1,400
547
– –
-5
548
– –
-1,327
549
– –
-73
550
– –
-771
20 21
22
23 24