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
$162M
AUM Growth
+$6.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 1.22%
2 Industrials 1.04%
3 Technology 0.53%
4 Healthcare 0.31%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$38K 0.02%
716
+151
102
$36K 0.02%
1,240
103
$35K 0.02%
1,349
104
$34K 0.02%
+1,835
105
$34K 0.02%
263
106
$34K 0.02%
215
107
$34K 0.02%
2,150
+306
108
$34K 0.02%
3,550
109
$33K 0.02%
861
110
$33K 0.02%
606
111
$33K 0.02%
344
112
$33K 0.02%
359
113
$33K 0.02%
1,509
114
$32K 0.02%
612
115
$31K 0.02%
1,290
116
$31K 0.02%
256
117
$29K 0.02%
+167
118
$29K 0.02%
400
119
$29K 0.02%
415
120
$28K 0.02%
342
121
$27K 0.02%
793
122
$27K 0.02%
500
123
$27K 0.02%
1,695
124
$26K 0.02%
492
125
$26K 0.02%
186