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
$333M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.65M
3
+$2.23M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.41M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.01M

Top Sells

1
+$2.44M
2
+$2.2M
3
+$2.12M
4
BLOK icon
Amplify Blockchain Technology ETF
BLOK
+$973K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$646K

Sector Composition

1 Technology 12.61%
2 Healthcare 3.61%
3 Consumer Discretionary 3.39%
4 Communication Services 1.94%
5 Financials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$264K 0.08%
4,692
+2
102
$264K 0.08%
10,652
-8,207
103
$260K 0.08%
3,277
+81
104
$248K 0.07%
1,044
105
$246K 0.07%
1,487
+57
106
$244K 0.07%
939
107
$228K 0.07%
13,110
+486
108
$228K 0.07%
1,655
+385
109
$222K 0.07%
564
+466
110
$214K 0.06%
1,199
-3,617
111
$213K 0.06%
3,172
-240
112
$205K 0.06%
+4,571
113
$202K 0.06%
699
114
$197K 0.06%
3,520
-60
115
$196K 0.06%
3,498
-40
116
$193K 0.06%
3,093
117
$192K 0.06%
1,618
118
$179K 0.05%
7,373
119
$169K 0.05%
3,178
+1,463
120
$163K 0.05%
3,071
+126
121
$162K 0.05%
1,784
122
$153K 0.05%
644
+18
123
$152K 0.05%
530
124
$149K 0.04%
2,255
125
$140K 0.04%
3,097
-53
3 4
5
6 7