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
201
$7K ﹤0.01%
110
202
$6K ﹤0.01%
100
203
$6K ﹤0.01%
177
204
$6K ﹤0.01%
110
-13
205
$6K ﹤0.01%
128
206
$6K ﹤0.01%
115
207
$6K ﹤0.01%
41
208
$6K ﹤0.01%
100
209
$6K ﹤0.01%
320
210
$5K ﹤0.01%
3
211
$5K ﹤0.01%
144
-3
212
$5K ﹤0.01%
73
213
$5K ﹤0.01%
249
214
$5K ﹤0.01%
282
215
$5K ﹤0.01%
55
216
$5K ﹤0.01%
90
217
$5K ﹤0.01%
400
218
$5K ﹤0.01%
36
219
$5K ﹤0.01%
69
220
$4K ﹤0.01%
100
221
$4K ﹤0.01%
133
222
$4K ﹤0.01%
60
223
$4K ﹤0.01%
98
224
$4K ﹤0.01%
195
225
$4K ﹤0.01%
120