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
$267M
AUM Growth
+$68.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$4.71M
3
+$3.92M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.87M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.79M

Top Sells

1
+$10.8M
2
+$8.54M
3
+$4.7M
4
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$2.68M
5
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$1.81M

Sector Composition

1 Technology 13.3%
2 Healthcare 3.63%
3 Consumer Discretionary 2.98%
4 Communication Services 1.73%
5 Industrials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$24K 0.01%
3,452
-2,526
227
$24K 0.01%
380
228
$24K 0.01%
600
229
$24K 0.01%
250
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230
$24K 0.01%
66
-10
231
$23K 0.01%
70
232
$23K 0.01%
110
233
$23K 0.01%
633
234
$22K 0.01%
570
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235
$22K 0.01%
247
236
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829
237
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238
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240
$22K 0.01%
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241
$21K 0.01%
481
242
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243
$21K 0.01%
633
244
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600
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245
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247
$20K 0.01%
250
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$20K 0.01%
114
249
$20K 0.01%
231
250
$20K 0.01%
584
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10
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