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
$333M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.65M
3
+$2.23M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.41M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.01M

Top Sells

1
+$2.44M
2
+$2.2M
3
+$2.12M
4
BLOK icon
Amplify Blockchain Technology ETF
BLOK
+$973K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$646K

Sector Composition

1 Technology 12.61%
2 Healthcare 3.61%
3 Consumer Discretionary 3.39%
4 Communication Services 1.94%
5 Financials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$61K 0.02%
752
177
$61K 0.02%
4,186
+1,447
178
$61K 0.02%
110
179
$60K 0.02%
3,600
180
$57K 0.02%
343
181
$57K 0.02%
157
182
$57K 0.02%
296
+38
183
$54K 0.02%
226
184
$52K 0.02%
776
-66
185
$52K 0.02%
2,268
+1,182
186
$51K 0.02%
334
+320
187
$51K 0.02%
1,030
+675
188
$51K 0.02%
732
189
$50K 0.02%
145
190
$49K 0.01%
538
+61
191
$48K 0.01%
636
+185
192
$48K 0.01%
666
193
$48K 0.01%
1,012
+69
194
$46K 0.01%
3,000
195
$45K 0.01%
1,666
-591
196
$45K 0.01%
2,927
197
$45K 0.01%
2,410
198
$44K 0.01%
158
199
$43K 0.01%
662
+422
200
$41K 0.01%
1,312
6 7
8
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