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
$162M
AUM Growth
+$6.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 1.22%
2 Industrials 1.04%
3 Technology 0.53%
4 Healthcare 0.31%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$11K 0.01%
458
177
$11K 0.01%
350
178
$11K 0.01%
595
179
$10K 0.01%
385
180
$10K 0.01%
192
-8
181
$10K 0.01%
450
182
$9K 0.01%
320
183
$9K 0.01%
200
184
$9K 0.01%
61
185
$9K 0.01%
44
186
$8K ﹤0.01%
396
187
$8K ﹤0.01%
275
188
$8K ﹤0.01%
171
189
$8K ﹤0.01%
192
190
$8K ﹤0.01%
422
191
$8K ﹤0.01%
115
192
$8K ﹤0.01%
90
193
$7K ﹤0.01%
120
194
$7K ﹤0.01%
70
195
$7K ﹤0.01%
159
196
$7K ﹤0.01%
125
197
$7K ﹤0.01%
130
198
$7K ﹤0.01%
134
199
$7K ﹤0.01%
166
200
$7K ﹤0.01%
1,500