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
$477M
AUM Growth
+$821K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$613K
2
+$409K
3
+$402K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$395K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$379K

Top Sells

1
+$4.72M
2
+$1.29M
3
+$1.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$826K
5
AAPL icon
Apple
AAPL
+$506K

Sector Composition

1 Technology 11.67%
2 Consumer Discretionary 2.88%
3 Healthcare 2.86%
4 Communication Services 1.82%
5 Financials 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.89M 0.4%
68,273
+7,760
52
$1.84M 0.39%
6,982
53
$1.84M 0.39%
16,385
+918
54
$1.83M 0.38%
84,590
+10,029
55
$1.83M 0.38%
7,430
56
$1.76M 0.37%
4,537
+32
57
$1.73M 0.36%
12,796
-631
58
$1.73M 0.36%
4,296
-251
59
$1.69M 0.35%
5,863
-371
60
$1.6M 0.34%
68,898
+8,223
61
$1.58M 0.33%
6,588
-32
62
$1.5M 0.31%
64,551
+7,432
63
$1.48M 0.31%
5,680
-30
64
$1.44M 0.3%
9,943
-2
65
$1.4M 0.29%
4,838
66
$1.39M 0.29%
60,122
+8,166
67
$1.39M 0.29%
28,676
+2,318
68
$1.3M 0.27%
79,426
+6,900
69
$1.26M 0.26%
48,635
+7,263
70
$1.21M 0.25%
10,463
-300
71
$1.12M 0.23%
20,604
72
$1.07M 0.22%
48,010
+7,088
73
$1.02M 0.21%
6,033
+870
74
$941K 0.2%
11,033
75
$915K 0.19%
10,794
-8
1 2
3
4 5