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
$466M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$666K
3
+$631K
4
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$610K
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$516K

Top Sells

1
+$1.55M
2
+$625K
3
+$447K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$305K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$249K

Sector Composition

1 Technology 10.69%
2 Healthcare 3.25%
3 Consumer Discretionary 2.73%
4 Communication Services 1.55%
5 Financials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$597K 0.13%
4,270
102
$587K 0.13%
1,314
+4
103
$573K 0.12%
20,492
+4,101
104
$560K 0.12%
14,227
-200
105
$551K 0.12%
9,029
106
$544K 0.12%
14,748
-394
107
$535K 0.11%
7,067
+227
108
$530K 0.11%
8,762
-450
109
$502K 0.11%
5,589
-193
110
$493K 0.11%
2,893
+589
111
$486K 0.1%
7,133
112
$484K 0.1%
3,535
113
$439K 0.09%
17,527
+384
114
$435K 0.09%
3,854
+353
115
$416K 0.09%
8,438
+369
116
$393K 0.08%
5,975
+250
117
$387K 0.08%
4,014
118
$381K 0.08%
23,385
+750
119
$374K 0.08%
9,070
-200
120
$366K 0.08%
1,113
121
$366K 0.08%
2,756
+24
122
$361K 0.08%
8,259
-66
123
$360K 0.08%
9,036
124
$360K 0.08%
9,520
-27
125
$350K 0.08%
+14,969
3 4
5
6 7