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
76
$899K 0.19%
1,669
+127
77
$893K 0.19%
33,672
+200
78
$878K 0.18%
9,098
+3,072
79
$871K 0.18%
6,483
+104
80
$863K 0.18%
38,010
+12,399
81
$857K 0.18%
46,298
+5,608
82
$853K 0.18%
3,859
-166
83
$852K 0.18%
9,638
84
$849K 0.18%
3,760
85
$818K 0.17%
9,049
86
$805K 0.17%
15,415
-172
87
$783K 0.16%
15,312
+5,865
88
$762K 0.16%
29,232
+186
89
$755K 0.16%
3,504
-24
90
$742K 0.16%
27,096
-2,664
91
$725K 0.15%
9,802
-200
92
$712K 0.15%
4,270
93
$686K 0.14%
2,449
+731
94
$658K 0.14%
4,066
+1,304
95
$651K 0.14%
4,851
96
$637K 0.13%
1,310
97
$636K 0.13%
1,872
98
$595K 0.12%
2,344
+717
99
$587K 0.12%
9,212
100
$583K 0.12%
1,422
+82
2 3
4
5 6