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
76
$538K 0.16%
13,848
-1,525
77
$535K 0.16%
5,167
+4,917
78
$515K 0.15%
3,414
+259
79
$486K 0.15%
+10,320
80
$483K 0.15%
2,017
81
$478K 0.14%
8,511
+232
82
$474K 0.14%
10,086
+138
83
$462K 0.14%
1,222
+15
84
$436K 0.13%
2,795
85
$415K 0.12%
5,336
+852
86
$414K 0.12%
9,285
-835
87
$409K 0.12%
8,210
88
$401K 0.12%
1,796
89
$393K 0.12%
5,056
-240
90
$340K 0.1%
2,049
+18
91
$326K 0.1%
9,216
+150
92
$320K 0.1%
2,756
-152
93
$318K 0.1%
1,338
+182
94
$318K 0.1%
4,797
95
$293K 0.09%
2,600
-96
96
$284K 0.09%
1,260
+135
97
$280K 0.08%
1,892
98
$279K 0.08%
+10,350
99
$271K 0.08%
3,393
100
$269K 0.08%
5,214
+3,949
2 3
4
5 6