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
$173M
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Sells

1 +$635K
2 +$61.9K
3 +$60.4K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$22.5K
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%
+20
202
$8K ﹤0.01%
100
203
$8K ﹤0.01%
115
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$7K ﹤0.01%
120
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$7K ﹤0.01%
396
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$7K ﹤0.01%
70
207
$7K ﹤0.01%
+260
208
$7K ﹤0.01%
125
209
$7K ﹤0.01%
134
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$7K ﹤0.01%
118
-57
211
$7K ﹤0.01%
1,500
212
$7K ﹤0.01%
282
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$7K ﹤0.01%
115
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$7K ﹤0.01%
110
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$7K ﹤0.01%
320
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$7K ﹤0.01%
44
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$7K ﹤0.01%
84
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$6K ﹤0.01%
+200
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$6K ﹤0.01%
3
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$6K ﹤0.01%
100
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$6K ﹤0.01%
159
222
$6K ﹤0.01%
130
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$6K ﹤0.01%
177
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$6K ﹤0.01%
+180
225
$6K ﹤0.01%
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