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
$162M
AUM Growth
+$6.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 1.22%
2 Industrials 1.04%
3 Technology 0.53%
4 Healthcare 0.31%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$26K 0.02%
540
127
$25K 0.02%
1
128
$25K 0.02%
330
129
$24K 0.01%
1,350
130
$24K 0.01%
1,753
131
$24K 0.01%
470
132
$24K 0.01%
707
133
$23K 0.01%
702
134
$23K 0.01%
725
135
$23K 0.01%
95
136
$23K 0.01%
379
+2
137
$23K 0.01%
133
138
$22K 0.01%
475
139
$22K 0.01%
576
140
$21K 0.01%
770
141
$21K 0.01%
725
142
$21K 0.01%
65
143
$21K 0.01%
250
144
$21K 0.01%
127
145
$20K 0.01%
393
146
$20K 0.01%
103
147
$20K 0.01%
800
148
$19K 0.01%
214
149
$19K 0.01%
400
150
$19K 0.01%
390