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
$466M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$666K
3
+$631K
4
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$610K
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$516K

Top Sells

1
+$1.55M
2
+$625K
3
+$447K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$305K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$249K

Sector Composition

1 Technology 10.69%
2 Healthcare 3.25%
3 Consumer Discretionary 2.73%
4 Communication Services 1.55%
5 Financials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.08M 0.45%
34,757
-160
52
$2.03M 0.44%
5,486
+4,064
53
$1.92M 0.41%
88,704
+4,114
54
$1.78M 0.38%
6,873
-109
55
$1.77M 0.38%
5,691
+11
56
$1.77M 0.38%
67,463
-810
57
$1.73M 0.37%
7,426
-4
58
$1.68M 0.36%
12,669
+2,206
59
$1.67M 0.36%
4,551
+14
60
$1.64M 0.35%
9,907
-36
61
$1.57M 0.34%
12,632
-164
62
$1.54M 0.33%
66,160
+6,038
63
$1.54M 0.33%
4,253
-43
64
$1.53M 0.33%
30,670
+1,994
65
$1.51M 0.32%
68,586
-312
66
$1.51M 0.32%
4,844
+6
67
$1.49M 0.32%
64,272
-279
68
$1.48M 0.32%
5,804
-59
69
$1.43M 0.31%
6,441
-147
70
$1.34M 0.29%
80,552
+1,126
71
$1.21M 0.26%
54,159
+6,149
72
$1.21M 0.26%
6,985
+952
73
$1.13M 0.24%
48,071
-564
74
$1.03M 0.22%
20,568
-36
75
$978K 0.21%
11,215
+2,117
1 2
3
4 5