IF
Ironwood Financial Portfolio holdings
AUM
$466M
This Quarter Return
+0.87%
1 Year Return
+9.07%
3 Year Return
+43.95%
5 Year Return
+66.55%
10 Year Return
–
AUM
$477M
AUM Growth
+$477M
(+0.17%)
Cap. Flow
+$2.45M
Cap. Flow
% of AUM
0.51%
Top 10 Holdings %
Top 10 Hldgs %
44.02%
Holding
159
New
8
Increased
52
Reduced
54
Closed
1
Top Buys
| 1 |
Schwab US Mid-Cap ETF
SCHM
|
$1.33M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$1.13M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
$723K |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$669K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$613K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$4.72M |
| 2 |
iShares MSCI USA Equal Weighted ETF
EUSA
|
$1.29M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$1.2M |
| 4 |
Invesco QQQ Trust
QQQ
|
$826K |
| 5 |
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% |
