IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.44%
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
601
$0 ﹤0.01%
16
602
0
603
$0 ﹤0.01%
4
604
-2,255
605
$0 ﹤0.01%
50
606
$0 ﹤0.01%
1
607
$0 ﹤0.01%
7
608
$0 ﹤0.01%
40
609
$0 ﹤0.01%
4
610
$0 ﹤0.01%
47
611
$0 ﹤0.01%
7
612
$0 ﹤0.01%
1
613
$0 ﹤0.01%
16
614
$0 ﹤0.01%
35
615
$0 ﹤0.01%
135
616
-40
617
$0 ﹤0.01%
73
618
$0 ﹤0.01%
7
619
$0 ﹤0.01%
1