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
-$14.2K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$14.2K

Sector Composition

1 Technology 10.69%
2 Healthcare 3.24%
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
ORCL icon
101
Oracle
ORCL
$682B
$597K 0.13%
4,270
LMT icon
102
Lockheed Martin
LMT
$106B
$587K 0.13%
1,314
SCHD icon
103
Schwab US Dividend Equity ETF
SCHD
$69.9B
$573K 0.12%
20,492
DFIV icon
104
Dimensional International Value ETF
DFIV
$13.9B
$560K 0.12%
14,227
BMY icon
105
Bristol-Myers Squibb
BMY
$95B
$551K 0.12%
9,029
CMCSA icon
106
Comcast
CMCSA
$99.7B
$544K 0.12%
14,748
IEFA icon
107
iShares Core MSCI EAFE ETF
IEFA
$156B
$535K 0.11%
7,067
DFUS icon
108
Dimensional US Equity ETF
DFUS
$17.2B
$530K 0.11%
8,762
MRK icon
109
Merck
MRK
$214B
$502K 0.11%
5,589
BA icon
110
Boeing
BA
$148B
$493K 0.11%
2,893
ONEQ icon
111
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.1B
$486K 0.1%
7,133
BIIB icon
112
Biogen
BIIB
$22.8B
$484K 0.1%
3,535
SCHG icon
113
Schwab US Large-Cap Growth ETF
SCHG
$52.5B
$439K 0.09%
17,527
IYF icon
114
iShares US Financials ETF
IYF
$4.02B
$435K 0.09%
3,854
IYE icon
115
iShares US Energy ETF
IYE
$1.16B
$416K 0.09%
8,438
SPYM
116
State Street SPDR Portfolio S&P 500 ETF
SPYM
$89.2B
$393K 0.08%
5,975
VIOO icon
117
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.03B
$387K 0.08%
4,014
BSCV icon
118
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.25B
$381K 0.08%
23,385
DFUV icon
119
Dimensional US Marketwide Value ETF
DFUV
$12.3B
$374K 0.08%
9,070
CI icon
120
Cigna
CI
$70.7B
$366K 0.08%
1,113
ABT icon
121
Abbott
ABT
$220B
$366K 0.08%
2,756
EEM icon
122
iShares MSCI Emerging Markets ETF
EEM
$20.7B
$361K 0.08%
8,259
CART icon
123
Maplebear
CART
$9.68B
$360K 0.08%
9,036
AMH icon
124
American Homes 4 Rent
AMH
$11.9B
$360K 0.08%
9,520
IBHH icon
125
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$303M
$350K 0.08%
14,969