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
$199M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$4.72M
3
+$2.36M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.92M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.24M

Top Sells

1
+$6.97M
2
+$5.09M
3
+$1.87M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$524K
5
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$258K

Sector Composition

1 Technology 1.4%
2 Real Estate 0.58%
3 Healthcare 0.49%
4 Industrials 0.46%
5 Consumer Discretionary 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15K 0.01%
1,000
227
$15K 0.01%
147
-105
228
$14K 0.01%
2,000
229
$14K 0.01%
247
230
$14K 0.01%
250
231
$14K 0.01%
114
232
$14K 0.01%
894
233
$14K 0.01%
63
234
$14K 0.01%
450
235
$14K 0.01%
130
236
$14K 0.01%
100
237
$13K 0.01%
125
238
$13K 0.01%
2,216
239
$13K 0.01%
829
240
$13K 0.01%
216
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241
$13K 0.01%
57
242
$13K 0.01%
325
-605
243
$13K 0.01%
155
244
$12K 0.01%
150
245
$12K 0.01%
373
246
$12K 0.01%
200
247
$12K 0.01%
388
248
$12K 0.01%
96
249
$12K 0.01%
84
250
$12K 0.01%
273
8 9
10
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