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
$477M
AUM Growth
+$821K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$613K
2
+$409K
3
+$402K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$395K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$379K

Top Sells

1
+$4.72M
2
+$1.29M
3
+$1.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$826K
5
AAPL icon
Apple
AAPL
+$506K

Sector Composition

1 Technology 11.67%
2 Consumer Discretionary 2.88%
3 Healthcare 2.86%
4 Communication Services 1.82%
5 Financials 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$336K 0.07%
540
127
$315K 0.07%
781
+9
128
$310K 0.07%
1,383
129
$309K 0.06%
2,732
-5
130
$307K 0.06%
1,113
131
$305K 0.06%
3,423
-248
132
$300K 0.06%
11,281
-621
133
$300K 0.06%
6,225
-3,127
134
$288K 0.06%
1,191
+93
135
$286K 0.06%
489
136
$281K 0.06%
8,946
-4,472
137
$273K 0.06%
+12,741
138
$272K 0.06%
1,788
139
$269K 0.06%
5,449
+168
140
$269K 0.06%
+4,915
141
$264K 0.06%
835
142
$261K 0.05%
4,880
-2,199
143
$249K 0.05%
3,150
-47
144
$247K 0.05%
2,552
145
$237K 0.05%
+8,377
146
$232K 0.05%
4,462
147
$231K 0.05%
+5,144
148
$224K 0.05%
6,472
-3,728
149
$221K 0.05%
+3,141
150
$219K 0.05%
911
3 4 5
6
7