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
151
$216K 0.05%
+1,520
152
$216K 0.05%
4,474
153
$213K 0.04%
8,103
-456
154
$203K 0.04%
3,653
155
$200K 0.04%
1,750
-197
156
$136K 0.03%
12,300
-6,200
157
$95.5K 0.02%
14,000
158
$24.4K 0.01%
20,313
159
– –
-4,985
3 4 5 6
7