IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.44%
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
+$24.5M
2
+$4.47M
3
+$3.87M
4
AMZN icon
Amazon
AMZN
+$3.84M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.49M

Top Sells

1
+$10.8M
2
+$8.54M
3
+$4.71M
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%
150
227
$24K 0.01%
103
228
$24K 0.01%
3,452
-2,526
229
$24K 0.01%
380
230
$24K 0.01%
600
231
$23K 0.01%
70
232
$23K 0.01%
110
233
$23K 0.01%
633
234
$22K 0.01%
829
235
$22K 0.01%
1,086
236
$22K 0.01%
350
237
$22K 0.01%
94
238
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570
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239
$22K 0.01%
247
240
$22K 0.01%
1,509
241
$21K 0.01%
400
242
$21K 0.01%
180
243
$21K 0.01%
481
244
$21K 0.01%
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245
$21K 0.01%
633
246
$21K 0.01%
600
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247
$20K 0.01%
250
248
$20K 0.01%
114
249
$20K 0.01%
98
250
$20K 0.01%
+770
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