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
51
$1.29M 0.39%
49,452
+424
52
$1.27M 0.38%
5,531
-319
53
$1.26M 0.38%
38,799
+2,524
54
$1.2M 0.36%
3,466
55
$1.14M 0.34%
21,463
56
$1.11M 0.33%
11,479
+972
57
$1.08M 0.32%
4,690
58
$1.04M 0.31%
60,246
+672
59
$1.04M 0.31%
28,428
-190
60
$1.02M 0.31%
31,312
-1,614
61
$945K 0.28%
47,906
-726
62
$872K 0.26%
4,345
-65
63
$816K 0.25%
12,869
+911
64
$810K 0.24%
9,492
+83
65
$809K 0.24%
12,106
66
$800K 0.24%
14,028
+74
67
$767K 0.23%
3,498
68
$753K 0.23%
3,261
69
$728K 0.22%
12,948
-738
70
$696K 0.21%
12,658
-38,499
71
$690K 0.21%
3,927
+1
72
$663K 0.2%
9,111
73
$660K 0.2%
4,359
-741
74
$610K 0.18%
28,908
-300
75
$575K 0.17%
4,997
1 2
3
4 5