IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Sells

1 +$635K
2 +$62.3K
3 +$59.6K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$22.2K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$22K

Sector Composition

1 Consumer Discretionary 1.07%
2 Industrials 0.98%
3 Technology 0.59%
4 Healthcare 0.38%
5 Financials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$8K ﹤0.01%
+200
202
$8K ﹤0.01%
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203
$8K ﹤0.01%
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115
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320
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$7K ﹤0.01%
44
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120
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$7K ﹤0.01%
396
211
$7K ﹤0.01%
70
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+260
213
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-57
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$7K ﹤0.01%
1,500
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$7K ﹤0.01%
84
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$6K ﹤0.01%
3
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+180
222
$6K ﹤0.01%
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58
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+35
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128