IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$342M
AUM Growth
+$8.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$836K
3
+$830K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$817K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$780K

Top Sells

1
+$1.68M
2
+$1.13M
3
+$577K
4
XEL icon
Xcel Energy
XEL
+$149K
5
PEJ icon
Invesco Leisure and Entertainment ETF
PEJ
+$92.8K

Sector Composition

1 Technology 12.84%
2 Healthcare 3.61%
3 Consumer Discretionary 3.37%
4 Communication Services 2.28%
5 Financials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$83K 0.02%
371
152
$83K 0.02%
342
+40
153
$82K 0.02%
2,878
154
$81K 0.02%
990
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155
$81K 0.02%
929
156
$78K 0.02%
959
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157
$78K 0.02%
1,216
158
$78K 0.02%
778
159
$77K 0.02%
1,069
160
$77K 0.02%
2,813
+1,755
161
$76K 0.02%
485
162
$76K 0.02%
1,176
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163
$75K 0.02%
1,485
164
$75K 0.02%
1,460
165
$75K 0.02%
3,481
166
$73K 0.02%
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167
$73K 0.02%
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168
$73K 0.02%
895
169
$73K 0.02%
400
170
$72K 0.02%
800
171
$71K 0.02%
507
172
$70K 0.02%
1,660
173
$70K 0.02%
445
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174
$70K 0.02%
982
175
$69K 0.02%
1,375
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7
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