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
151
$214K 0.05%
6,472
152
$212K 0.05%
7,699
-3,582
153
$210K 0.05%
+5,523
154
$209K 0.04%
+3,393
155
$202K 0.04%
1,520
156
$200K 0.04%
+1,685
157
$131K 0.03%
+3,000
158
$122K 0.03%
12,300
159
$106K 0.02%
15,000
+1,000
160
$14.2K ﹤0.01%
20,313
161
– –
-1,750
162
– –
-3,423
163
– –
-3,150
164
– –
-3,653
3 4 5 6
7