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
$333M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.65M
3
+$2.23M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.41M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.01M

Top Sells

1
+$2.44M
2
+$2.2M
3
+$2.12M
4
BLOK icon
Amplify Blockchain Technology ETF
BLOK
+$973K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$646K

Sector Composition

1 Technology 12.61%
2 Healthcare 3.61%
3 Consumer Discretionary 3.39%
4 Communication Services 1.94%
5 Financials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$136K 0.04%
7,448
127
$132K 0.04%
4,220
128
$131K 0.04%
1,680
-40
129
$127K 0.04%
5,524
-165
130
$121K 0.04%
808
131
$120K 0.04%
528
+210
132
$110K 0.03%
2,264
133
$110K 0.03%
1,000
134
$110K 0.03%
450
135
$107K 0.03%
1,539
136
$106K 0.03%
1,804
-192
137
$104K 0.03%
1,371
138
$100K 0.03%
250
139
$98K 0.03%
1,612
140
$97K 0.03%
4,000
141
$95K 0.03%
272
142
$95K 0.03%
389
143
$94K 0.03%
1,327
144
$93K 0.03%
1,204
145
$89K 0.03%
4,096
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146
$87K 0.03%
371
147
$82K 0.02%
778
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148
$82K 0.02%
3,481
-524
149
$81K 0.02%
2,674
+1,447
150
$80K 0.02%
1,069
4 5
6
7 8