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
$446M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$649K
2
+$589K
3
+$577K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$506K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$474K

Top Sells

1
+$2.99M
2
+$2.53M
3
+$2.48M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$516K
5
ZBH icon
Zimmer Biomet
ZBH
+$367K

Sector Composition

1 Technology 12%
2 Healthcare 3.46%
3 Consumer Discretionary 2.52%
4 Communication Services 1.97%
5 Financials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.71M 0.38%
84,398
+14,526
52
$1.7M 0.38%
7,016
+141
53
$1.68M 0.38%
4,600
-15
54
$1.67M 0.37%
7,580
55
$1.65M 0.37%
6,295
-54
56
$1.61M 0.36%
14,832
+1,226
57
$1.59M 0.36%
61,458
-1,341
58
$1.5M 0.34%
25,652
+1,341
59
$1.5M 0.34%
4,346
60
$1.48M 0.33%
10,093
61
$1.45M 0.33%
61,120
+12,918
62
$1.44M 0.32%
6,584
+94
63
$1.36M 0.3%
63,332
+630
64
$1.34M 0.3%
53,347
-20,530
65
$1.32M 0.3%
61,653
-387
66
$1.3M 0.29%
52,562
+11,392
67
$1.09M 0.24%
46,784
+2,992
68
$1.08M 0.24%
10,740
-143
69
$1.04M 0.23%
64,204
+6,417
70
$1.02M 0.23%
4,005
71
$1.01M 0.23%
42,666
-396
72
$1.01M 0.23%
24,519
+688
73
$961K 0.22%
34,357
74
$931K 0.21%
21,463
75
$906K 0.2%
39,535
+7,664
1 2
3
4 5