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
$182M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$17.6M
3
+$10.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$9.89M
5
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$8.87M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 1.29%
2 Industrials 0.6%
3 Technology 0.4%
4 Healthcare 0.36%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4K ﹤0.01%
+101
227
$4K ﹤0.01%
+125
228
$4K ﹤0.01%
+120
229
$4K ﹤0.01%
+80
230
$4K ﹤0.01%
+61
231
$4K ﹤0.01%
+110
232
$4K ﹤0.01%
+79
233
$3K ﹤0.01%
+133
234
$3K ﹤0.01%
+128
235
$3K ﹤0.01%
+75
236
$3K ﹤0.01%
+98
237
$3K ﹤0.01%
+35
238
$3K ﹤0.01%
+27
239
$3K ﹤0.01%
+75
240
$3K ﹤0.01%
+62
241
$3K ﹤0.01%
+75
242
$3K ﹤0.01%
+30
243
$3K ﹤0.01%
+100
244
$3K ﹤0.01%
+100
245
$3K ﹤0.01%
+290
246
$3K ﹤0.01%
+144
247
$2K ﹤0.01%
+35
248
$2K ﹤0.01%
+67
249
$2K ﹤0.01%
+20
250
$2K ﹤0.01%
+45
8 9
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