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
551
– –
-33
552
– –
-150
553
– –
-100
554
– –
-4
555
– –
-707
556
– –
-9
557
– –
-13
558
– –
-105
559
– –
-28
560
– –
-5
561
– –
-2
562
– –
-250
563
– –
-150
564
– –
-133
565
– –
-100
566
– –
-2
567
– –
-240
568
– –
-385
569
– –
-396
570
– –
-376
571
– –
-389
572
– –
-3,071
573
– –
-7
574
– –
-1,660
575
– –
-633
21 22
23
24 25