IF
Ironwood Financial Portfolio holdings
AUM
$466M
1-Year Return
9.07%
This Quarter Return
-1.07%
1 Year Return
+9.07%
3 Year Return
+43.95%
5 Year Return
+66.55%
10 Year Return
–
AUM
$92.2M
AUM Growth
-$73.8M
(-44%)
Cap. Flow
-$72.6M
Cap. Flow
% of AUM
-78.8%
Top 10 Holdings %
Top 10 Hldgs %
72.26%
Holding
289
New
15
Increased
34
Reduced
15
Closed
18
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$1.06M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$424K |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
+$374K |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$371K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$256K |
Top Sells
Sector Composition
| 1 | Industrials | 1.95% |
| 2 | Consumer Discretionary | 1.34% |
| 3 | Technology | 1.05% |
| 4 | Healthcare | 0.61% |
| 5 | Financials | 0.54% |
