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
$333M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.65M
3
+$2.23M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.41M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.01M

Top Sells

1
+$2.44M
2
+$2.2M
3
+$2.12M
4
BLOK icon
Amplify Blockchain Technology ETF
BLOK
+$973K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$646K

Sector Composition

1 Technology 12.61%
2 Healthcare 3.61%
3 Consumer Discretionary 3.39%
4 Communication Services 1.94%
5 Financials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$41K 0.01%
818
202
$40K 0.01%
801
203
$40K 0.01%
1,288
204
$40K 0.01%
504
205
$39K 0.01%
513
+343
206
$39K 0.01%
600
207
$39K 0.01%
570
208
$39K 0.01%
725
209
$38K 0.01%
481
210
$38K 0.01%
707
211
$38K 0.01%
1,241
212
$38K 0.01%
2,112
213
$38K 0.01%
131
214
$38K 0.01%
1,011
215
$37K 0.01%
771
216
$37K 0.01%
554
217
$36K 0.01%
+1,190
218
$36K 0.01%
2,380
+230
219
$36K 0.01%
250
220
$36K 0.01%
1,416
+1,190
221
$35K 0.01%
100
222
$35K 0.01%
1,123
-77
223
$34K 0.01%
58
224
$34K 0.01%
823
+23
225
$34K 0.01%
125
7 8
9
10 11