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
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$666K
3
+$631K
4
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$610K
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$516K

Top Sells

1
+$1.55M
2
+$625K
3
+$447K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$305K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$249K

Sector Composition

1 Technology 10.69%
2 Healthcare 3.25%
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
126
$350K 0.08%
939
127
$342K 0.07%
4,250
+153
128
$340K 0.07%
1,181
-10
129
$316K 0.07%
3,197
-30
130
$303K 0.07%
3,405
131
$293K 0.06%
540
132
$293K 0.06%
835
133
$288K 0.06%
6,293
+68
134
$283K 0.06%
13,441
+700
135
$282K 0.06%
489
136
$272K 0.06%
1,379
-4
137
$270K 0.06%
8,794
-152
138
$270K 0.06%
1,800
+12
139
$264K 0.06%
5,155
+240
140
$262K 0.06%
5,314
-135
141
$257K 0.06%
992
+211
142
$255K 0.05%
4,386
-76
143
$246K 0.05%
4,825
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144
$246K 0.05%
7,948
-155
145
$246K 0.05%
2,552
146
$241K 0.05%
911
147
$236K 0.05%
8,752
+375
148
$233K 0.05%
4,474
149
$225K 0.05%
3,141
150
$220K 0.05%
5,399
+255
3 4 5
6
7