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
$166M
AUM Growth
+$4.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 1.06%
2 Consumer Discretionary 0.94%
3 Technology 0.57%
4 Healthcare 0.32%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$6K ﹤0.01%
177
202
$6K ﹤0.01%
110
203
$6K ﹤0.01%
55
204
$6K ﹤0.01%
115
205
$6K ﹤0.01%
400
206
$6K ﹤0.01%
100
207
$5K ﹤0.01%
3
208
$5K ﹤0.01%
60
209
$5K ﹤0.01%
22
210
$5K ﹤0.01%
90
211
$5K ﹤0.01%
75
212
$5K ﹤0.01%
36
213
$5K ﹤0.01%
69
214
$4K ﹤0.01%
73
215
$4K ﹤0.01%
133
216
$4K ﹤0.01%
98
217
$4K ﹤0.01%
120
218
$4K ﹤0.01%
282
219
$4K ﹤0.01%
100
220
$4K ﹤0.01%
40
221
$3K ﹤0.01%
52
222
$3K ﹤0.01%
61
223
$3K ﹤0.01%
75
224
$3K ﹤0.01%
15
225
$3K ﹤0.01%
26