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
$156M
AUM Growth
+$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$538K
2
+$485K
3
+$469K
4
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$414K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$406K

Top Sells

1
+$347K
2
+$271K
3
+$94.1K
4
HRTX icon
Heron Therapeutics
HRTX
+$82.8K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$80.7K

Sector Composition

1 Consumer Discretionary 1.11%
2 Industrials 0.99%
3 Technology 0.53%
4 Healthcare 0.31%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
61
227
$3K ﹤0.01%
75
228
$3K ﹤0.01%
98
229
$3K ﹤0.01%
15
230
$3K ﹤0.01%
26
231
$3K ﹤0.01%
100
232
$3K ﹤0.01%
50
233
$3K ﹤0.01%
1,150
234
$2K ﹤0.01%
30
235
$2K ﹤0.01%
50
236
$2K ﹤0.01%
90
237
$2K ﹤0.01%
110
238
$2K ﹤0.01%
36
239
$2K ﹤0.01%
35
240
$2K ﹤0.01%
22
241
$2K ﹤0.01%
15
242
$2K ﹤0.01%
99
243
$2K ﹤0.01%
100
244
$2K ﹤0.01%
65
245
$2K ﹤0.01%
65
246
$2K ﹤0.01%
34
247
$2K ﹤0.01%
33
248
$2K ﹤0.01%
52
249
$2K ﹤0.01%
144
250
$1K ﹤0.01%
4
8 9
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11 12