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
$477M
AUM Growth
+$821K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$613K
2
+$409K
3
+$402K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$395K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$379K

Top Sells

1
+$4.72M
2
+$1.29M
3
+$1.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$826K
5
AAPL icon
Apple
AAPL
+$506K

Sector Composition

1 Technology 11.67%
2 Consumer Discretionary 2.88%
3 Healthcare 2.86%
4 Communication Services 1.82%
5 Financials 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57M 11.96%
96,884
-8,021
2
$43.2M 9.06%
172,385
-2,020
3
$18.7M 3.91%
97,722
-6,278
4
$18.5M 3.87%
296,194
-804
5
$17.3M 3.63%
170,456
-2,081
6
$12.6M 2.63%
108,934
-428
7
$11.3M 2.37%
118,696
-13,510
8
$10.8M 2.27%
465,102
+7,077
9
$10.6M 2.22%
458,538
+3,268
10
$9.97M 2.09%
511,863
-1,603
11
$9.95M 2.09%
494,476
+3,141
12
$9.61M 2.02%
465,451
-9,615
13
$9.38M 1.97%
482,576
-2,128
14
$8.8M 1.85%
30,365
+1,388
15
$8.1M 1.7%
355,134
+10,673
16
$7.88M 1.65%
351,641
+9,809
17
$7.58M 1.59%
355,057
+11,330
18
$6.95M 1.46%
31,659
-11
19
$6.88M 1.44%
90,982
-3,253
20
$6.53M 1.37%
50,745
-1,684
21
$6.23M 1.31%
57,318
-3,314
22
$6.2M 1.3%
22,988
+1,262
23
$5.83M 1.22%
13,828
-30
24
$5.44M 1.14%
31,036
+3,500
25
$5.26M 1.1%
42,106
-3,644
1
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