IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.2M
AUM Growth
-$73.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$424K
3
+$374K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$371K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$256K

Top Sells

1
+$16M
2
+$14.9M
3
+$9.4M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$7.2M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$6.88M

Sector Composition

1 Industrials 1.95%
2 Consumer Discretionary 1.34%
3 Technology 1.05%
4 Healthcare 0.61%
5 Financials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2K ﹤0.01%
30
227
$2K ﹤0.01%
50
228
$2K ﹤0.01%
+36
229
$2K ﹤0.01%
+42
230
$2K ﹤0.01%
35
231
$2K ﹤0.01%
15
232
$2K ﹤0.01%
100
233
$2K ﹤0.01%
65
234
$2K ﹤0.01%
34
235
$2K ﹤0.01%
33
236
$2K ﹤0.01%
24
237
$2K ﹤0.01%
52
238
$2K ﹤0.01%
144
239
$1K ﹤0.01%
+10
240
$1K ﹤0.01%
39
241
$1K ﹤0.01%
10
242
$1K ﹤0.01%
13
243
$1K ﹤0.01%
3
244
$1K ﹤0.01%
110
245
$1K ﹤0.01%
17
246
$1K ﹤0.01%
33
247
$1K ﹤0.01%
99
248
$1K ﹤0.01%
12
249
$1K ﹤0.01%
4
250
$1K ﹤0.01%
386
8 9
10
11 12