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
-$14.2K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$14.2K

Sector Composition

1 Technology 10.69%
2 Healthcare 3.24%
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
SCHF icon
76
Schwab International Equity ETF
SCHF
$52.4B
$908K 0.19%
45,886
VOE icon
77
Vanguard Mid-Cap Value ETF
VOE
$19B
$855K 0.18%
5,325
PFE icon
78
Pfizer
PFE
$139B
$842K 0.18%
33,236
SCHB icon
79
Schwab US Broad Market ETF
SCHB
$37.5B
$836K 0.18%
38,821
NVDA icon
80
NVIDIA
NVDA
$4.58T
$834K 0.18%
7,695
IETC icon
81
iShares US Tech Independence Focused ETF
IETC
$915M
$826K 0.18%
11,018
IWR icon
82
iShares Russell Mid-Cap ETF
IWR
$44.4B
$820K 0.18%
9,638
IDV icon
83
iShares International Select Dividend ETF
IDV
$6.06B
$815K 0.17%
26,263
IXN icon
84
iShares Global Tech ETF
IXN
$6.41B
$814K 0.17%
10,748
WMT icon
85
Walmart
WMT
$818B
$798K 0.17%
9,087
SPYV icon
86
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$28.9B
$797K 0.17%
15,597
HON icon
87
Honeywell
HON
$123B
$796K 0.17%
3,760
SCHV icon
88
Schwab US Large-Cap Value ETF
SCHV
$14B
$770K 0.17%
28,954
SCHW icon
89
Charles Schwab
SCHW
$173B
$767K 0.16%
9,802
YUM icon
90
Yum! Brands
YUM
$41.4B
$763K 0.16%
4,851
VBK icon
91
Vanguard Small-Cap Growth ETF
VBK
$20.4B
$762K 0.16%
3,025
PEJ icon
92
Invesco Leisure and Entertainment ETF
PEJ
$336M
$736K 0.16%
15,131
IWM icon
93
iShares Russell 2000 ETF
IWM
$69.3B
$733K 0.16%
3,676
VOT icon
94
Vanguard Mid-Cap Growth ETF
VOT
$17.5B
$686K 0.15%
2,805
XLE icon
95
Energy Select Sector SPDR Fund
XLE
$26.9B
$675K 0.14%
7,225
SOXX icon
96
iShares Semiconductor ETF
SOXX
$16.1B
$657K 0.14%
3,494
VOO icon
97
Vanguard S&P 500 ETF
VOO
$764B
$651K 0.14%
1,266
SNA icon
98
Snap-on
SNA
$17.9B
$631K 0.14%
1,872
IBDX icon
99
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.27B
$610K 0.13%
24,410
ABBV icon
100
AbbVie
ABBV
$387B
$609K 0.13%
2,907