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
$564M
AUM Growth
+$98.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$7.24M
2
+$6.98M
3
+$6.95M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.86M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.83M

Top Sells

1
+$9.09M
2
+$7.59M
3
+$3.3M
4
AAPL icon
Apple
AAPL
+$2.1M
5
IBHE icon
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$1.49M

Sector Composition

1 Technology 10.14%
2 Healthcare 2.72%
3 Consumer Discretionary 2.4%
4 Communication Services 1.9%
5 Financials 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABT icon
126
Abbott
ABT
$224B
$369K 0.07%
2,756
DIS icon
127
Walt Disney
DIS
$187B
$366K 0.06%
3,197
SPYG icon
128
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.6B
$366K 0.06%
3,499
-751
BSJT icon
129
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$363M
$360K 0.06%
16,697
+3,256
TQQQ icon
130
ProShares UltraPro QQQ
TQQQ
$30.9B
$355K 0.06%
+6,864
META icon
131
Meta Platforms (Facebook)
META
$1.63T
$352K 0.06%
479
-10
SLV icon
132
iShares Silver Trust
SLV
$28.3B
$348K 0.06%
8,203
+255
SYK icon
133
Stryker
SYK
$142B
$347K 0.06%
939
VIG icon
134
Vanguard Dividend Appreciation ETF
VIG
$101B
$346K 0.06%
+1,606
CART icon
135
Maplebear
CART
$11B
$332K 0.06%
9,036
XLY icon
136
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.3B
$331K 0.06%
1,382
+3
IEDI icon
137
iShares US Consumer Focused ETF
IEDI
$30.4M
$324K 0.06%
5,761
+936
CI icon
138
Cigna
CI
$74.1B
$321K 0.06%
1,113
SPYX icon
139
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.48B
$320K 0.06%
5,842
-451
OXY icon
140
Occidental Petroleum
OXY
$41.4B
$319K 0.06%
6,744
+1,430
PFF icon
141
iShares Preferred and Income Securities ETF
PFF
$14.2B
$319K 0.06%
10,074
+1,280
ITA icon
142
iShares US Aerospace & Defense ETF
ITA
$12B
$312K 0.06%
+1,490
XLC icon
143
The Communication Services Select Sector SPDR Fund
XLC
$26.2B
$301K 0.05%
2,547
-5
SPMD icon
144
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.8B
$295K 0.05%
5,155
IEV icon
145
iShares Europe ETF
IEV
$1.59B
$283K 0.05%
4,318
-68
SCHK icon
146
Schwab 1000 Index ETF
SCHK
$4.84B
$281K 0.05%
8,752
V icon
147
Visa
V
$645B
$274K 0.05%
804
-31
AMH icon
148
American Homes 4 Rent
AMH
$11.9B
$270K 0.05%
8,115
-1,405
WNS
149
DELISTED
WNS Holdings
WNS
$259K 0.05%
3,393
TRV icon
150
Travelers Companies
TRV
$65.3B
$254K 0.05%
911
3 4 5
6
7