IF
Ironwood Financial Portfolio holdings
AUM
$466M
1-Year Return
9.07%
This Quarter Return
-3.08%
1 Year Return
+9.07%
3 Year Return
+43.95%
5 Year Return
+66.55%
10 Year Return
–
AUM
$354M
AUM Growth
-$10.8M
(-3%)
Cap. Flow
+$852K
Cap. Flow
% of AUM
0.24%
Top 10 Holdings %
Top 10 Hldgs %
47.87%
Holding
132
New
8
Increased
42
Reduced
44
Closed
9
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$2.29M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2M |
| 3 |
iShares US Financials ETF
IYF
|
$1.64M |
| 4 |
Vanguard Large-Cap ETF
VV
|
$904K |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$688K |
Top Sells
Sector Composition
| 1 | Technology | 14.32% |
| 2 | Healthcare | 3.73% |
| 3 | Consumer Discretionary | 3.03% |
| 4 | Communication Services | 2.13% |
| 5 | Financials | 1.22% |
