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
151
$78K 0.02%
1,216
-8
152
$78K 0.02%
225
+30
153
$77K 0.02%
895
154
$76K 0.02%
1,460
+735
155
$76K 0.02%
1,585
156
$76K 0.02%
1,204
157
$75K 0.02%
400
158
$75K 0.02%
1,485
159
$74K 0.02%
1,024
160
$74K 0.02%
1,660
161
$73K 0.02%
302
+120
162
$73K 0.02%
1,193
+45
163
$72K 0.02%
982
164
$72K 0.02%
800
165
$72K 0.02%
485
+285
166
$70K 0.02%
340
167
$69K 0.02%
1,375
+1,060
168
$68K 0.02%
808
169
$68K 0.02%
507
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170
$67K 0.02%
929
-130
171
$66K 0.02%
800
172
$63K 0.02%
603
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173
$63K 0.02%
4,409
+20
174
$62K 0.02%
376
175
$62K 0.02%
2,455
-100
5 6
7
8 9