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
-$14.2K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$14.2K

Sector Composition

1 Technology 10.69%
2 Healthcare 3.24%
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
SYK icon
126
Stryker
SYK
$136B
$350K 0.08%
939
SPYG icon
127
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.7B
$342K 0.07%
4,250
GLD icon
128
SPDR Gold Trust
GLD
$128B
$340K 0.07%
1,181
DIS icon
129
Walt Disney
DIS
$199B
$316K 0.07%
3,197
IGV icon
130
iShares Expanded Tech-Software Sector ETF
IGV
$9.79B
$303K 0.07%
3,405
VGT icon
131
Vanguard Information Technology ETF
VGT
$110B
$293K 0.06%
540
V icon
132
Visa
V
$650B
$293K 0.06%
835
SPYX icon
133
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.42B
$288K 0.06%
6,293
BSJT icon
134
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$336M
$283K 0.06%
13,441
META icon
135
Meta Platforms (Facebook)
META
$1.57T
$282K 0.06%
489
XLY icon
136
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.2B
$272K 0.06%
1,379
PFF icon
137
iShares Preferred and Income Securities ETF
PFF
$14.4B
$270K 0.06%
8,794
PEP icon
138
PepsiCo
PEP
$195B
$270K 0.06%
1,800
SPMD icon
139
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.4B
$264K 0.06%
5,155
OXY icon
140
Occidental Petroleum
OXY
$40.7B
$262K 0.06%
5,314
TSLA icon
141
Tesla
TSLA
$1.43T
$257K 0.06%
992
IEV icon
142
iShares Europe ETF
IEV
$2.21B
$255K 0.05%
4,386
IEDI icon
143
iShares US Consumer Focused ETF
IEDI
$29.8M
$246K 0.05%
4,825
SLV icon
144
iShares Silver Trust
SLV
$23.6B
$246K 0.05%
7,948
XLC icon
145
The Communication Services Select Sector SPDR Fund
XLC
$26.8B
$246K 0.05%
2,552
TRV icon
146
Travelers Companies
TRV
$62.4B
$241K 0.05%
911
SCHK icon
147
Schwab 1000 Index ETF
SCHK
$4.68B
$236K 0.05%
8,752
YUMC icon
148
Yum China
YUMC
$15.8B
$233K 0.05%
4,474
WFC icon
149
Wells Fargo
WFC
$270B
$225K 0.05%
3,141
SPSM icon
150
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.7B
$220K 0.05%
5,399