IF
Ironwood Financial Portfolio holdings
AUM
$466M
1-Year Return
9.07%
This Quarter Return
+1.56%
1 Year Return
+9.07%
3 Year Return
+43.95%
5 Year Return
+66.55%
10 Year Return
–
AUM
$173M
AUM Growth
+$80.5M
(+87%)
Cap. Flow
+$78.2M
Cap. Flow
% of AUM
45.26%
Top 10 Holdings %
Top 10 Hldgs %
69.28%
Holding
301
New
30
Increased
40
Reduced
21
Closed
4
Top Buys
Top Sells
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$635K |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$61.9K |
| 3 |
iShares Preferred and Income Securities ETF
PFF
|
$60.4K |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$22.5K |
| 5 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$22K |
Sector Composition
| 1 | Consumer Discretionary | 1.07% |
| 2 | Industrials | 0.98% |
| 3 | Technology | 0.59% |
| 4 | Healthcare | 0.38% |
| 5 | Financials | 0.28% |
