IF

Ironwood Financial Portfolio holdings

AUM $573M
1-Year Est. Return 13.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$564M
AUM Growth
+$98.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$6.92M
3
+$6.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.61M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.78M

Top Sells

1
+$9.1M
2
+$7.6M
3
+$3.29M
4
AAPL icon
Apple
AAPL
+$1.87M
5
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$1.49M

Sector Composition

1 Technology 10.14%
2 Healthcare 2.72%
3 Consumer Discretionary 2.4%
4 Communication Services 1.9%
5 Financials 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$71.7M 12.71%
107,184
+10,256
2
$41.7M 7.38%
163,648
-8,258
3
$23.6M 4.18%
361,647
+58,763
4
$20.8M 3.69%
100,962
+3,613
5
$19.6M 3.47%
162,283
-8,701
6
$15.3M 2.71%
128,773
+19,479
7
$13.3M 2.35%
129,043
+9,791
8
$11.7M 2.08%
499,871
+122,435
9
$11.5M 2.03%
34,920
+4,431
10
$11.1M 1.96%
472,180
+6,054
11
$11M 1.95%
495,965
+118,000
12
$10.6M 1.89%
517,268
+14,868
13
$10.5M 1.86%
531,711
+16,474
14
$10.5M 1.86%
493,528
+328,789
15
$9.46M 1.68%
483,543
+852
16
$8.59M 1.52%
377,687
+19,895
17
$8.47M 1.5%
27,511
+4,989
18
$8.28M 1.47%
88,710
-283
19
$8.06M 1.43%
42,501
+7,825
20
$7.87M 1.39%
307,117
+282,707
21
$7.61M 1.35%
52,254
+101
22
$7.31M 1.29%
306,231
+291,262
23
$6.86M 1.22%
31,265
-384
24
$6.71M 1.19%
276,222
+118,268
25
$6.61M 1.17%
12,759
+122
1
2 3 4 5