IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$4.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.98%
2 Industrials 0.75%
3 Consumer Discretionary 0.5%
4 Healthcare 0.44%
5 Financials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$25K 0.01%
+185
177
$25K 0.01%
633
178
$24K 0.01%
633
179
$24K 0.01%
190
180
$24K 0.01%
1,585
181
$24K 0.01%
250
182
$24K 0.01%
190
183
$24K 0.01%
452
184
$23K 0.01%
125
185
$23K 0.01%
800
186
$23K 0.01%
65
187
$23K 0.01%
725
188
$23K 0.01%
385
+1
189
$23K 0.01%
1,100
190
$23K 0.01%
200
191
$22K 0.01%
429
+30
192
$22K 0.01%
523
193
$22K 0.01%
1,753
194
$22K 0.01%
3,554
195
$22K 0.01%
1,000
196
$22K 0.01%
11
197
$22K 0.01%
280
198
$21K 0.01%
150
199
$21K 0.01%
361
-175
200
$21K 0.01%
400