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
51
$1.31M 0.36%
12,195
+3,930
52
$1.3M 0.36%
5,767
-700
53
$1.24M 0.34%
48,292
+480
54
$1.23M 0.34%
31,299
-1,086
55
$1.21M 0.33%
5,434
-41
56
$1.2M 0.33%
38,594
-93
57
$1.12M 0.31%
59,214
-1,134
58
$1.1M 0.3%
22,552
-1,908
59
$1.09M 0.3%
17,840
+2,832
60
$1.07M 0.29%
27,363
-320
61
$1.01M 0.28%
3,770
62
$974K 0.27%
27,944
-2,305
63
$936K 0.26%
4,236
-107
64
$915K 0.25%
10,633
-36
65
$915K 0.25%
3,814
+20
66
$912K 0.25%
46,904
-110
67
$875K 0.24%
5,378
+1,447
68
$862K 0.24%
13,823
69
$804K 0.22%
12,487
-117
70
$789K 0.22%
15,460
+7,820
71
$766K 0.21%
9,111
72
$760K 0.21%
15,095
-37
73
$729K 0.2%
3,498
74
$720K 0.2%
3,984
-132
75
$715K 0.2%
11,690
-412
1 2
3
4 5