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
$477M
AUM Growth
+$821K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$613K
2
+$409K
3
+$402K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$395K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$379K

Top Sells

1
+$4.72M
2
+$1.29M
3
+$1.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$826K
5
AAPL icon
Apple
AAPL
+$506K

Sector Composition

1 Technology 11.67%
2 Consumer Discretionary 2.88%
3 Healthcare 2.86%
4 Communication Services 1.82%
5 Financials 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$575K 0.12%
5,782
+50
102
$568K 0.12%
15,142
103
$543K 0.11%
7,133
104
$541K 0.11%
3,535
105
$514K 0.11%
2,892
106
$512K 0.11%
14,427
-5
107
$511K 0.11%
9,029
108
$481K 0.1%
6,840
-40
109
$478K 0.1%
17,143
+275
110
$448K 0.09%
16,391
+6,821
111
$444K 0.09%
5,183
+2,053
112
$426K 0.09%
4,014
113
$408K 0.09%
2,304
114
$395K 0.08%
+5,725
115
$387K 0.08%
3,501
-2,495
116
$379K 0.08%
9,270
117
$374K 0.08%
9,036
118
$368K 0.08%
8,069
-7,559
119
$363K 0.08%
22,635
+5,600
120
$360K 0.08%
+4,097
121
$359K 0.08%
3,227
122
$357K 0.07%
9,547
123
$348K 0.07%
8,325
+502
124
$341K 0.07%
3,405
125
$338K 0.07%
939
3 4
5
6 7