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
76
$694K 0.19%
4,481
77
$694K 0.19%
4,997
78
$656K 0.18%
12,568
+11,816
79
$547K 0.15%
12,552
-573
80
$534K 0.15%
10,320
81
$526K 0.14%
16,029
82
$507K 0.14%
9,204
83
$501K 0.14%
1,410
-15
84
$485K 0.13%
10,053
-66
85
$480K 0.13%
19,680
+13,719
86
$477K 0.13%
2,370
87
$462K 0.13%
5,298
-38
88
$457K 0.13%
8,876
-191
89
$447K 0.12%
2,074
90
$441K 0.12%
3,133
-18
91
$415K 0.11%
8,593
-203
92
$409K 0.11%
10,437
+651
93
$398K 0.11%
1,562
+224
94
$397K 0.11%
5,183
+3
95
$394K 0.11%
2,911
96
$378K 0.1%
3,066
97
$356K 0.1%
2,396
-18
98
$337K 0.09%
1,492
+232
99
$329K 0.09%
1,892
100
$317K 0.09%
16,842
+3,612
2 3
4
5 6