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
76
$908K 0.19%
45,886
-412
77
$855K 0.18%
5,325
+1,259
78
$842K 0.18%
33,236
-436
79
$836K 0.18%
38,821
+811
80
$834K 0.18%
7,695
+1,212
81
$826K 0.18%
11,018
-15
82
$820K 0.18%
9,638
83
$815K 0.17%
26,263
-833
84
$814K 0.17%
10,748
-46
85
$798K 0.17%
9,087
+38
86
$797K 0.17%
15,597
+285
87
$796K 0.17%
3,760
88
$770K 0.17%
28,954
-278
89
$767K 0.16%
9,802
90
$763K 0.16%
4,851
91
$762K 0.16%
3,025
+576
92
$736K 0.16%
15,131
-284
93
$733K 0.16%
3,676
-183
94
$686K 0.15%
2,805
+461
95
$675K 0.14%
7,225
+2,042
96
$657K 0.14%
3,494
-10
97
$651K 0.14%
1,266
-403
98
$631K 0.14%
1,872
99
$610K 0.13%
+24,410
100
$609K 0.13%
2,907
+15
2 3
4
5 6