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
$182M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$17.3M
3
+$10.1M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.85M
5
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$9.05M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 1.29%
2 Industrials 0.6%
3 Technology 0.4%
4 Healthcare 0.36%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2K ﹤0.01%
+91
252
$2K ﹤0.01%
+19
253
$2K ﹤0.01%
+30
254
$2K ﹤0.01%
+34
255
$2K ﹤0.01%
+33
256
$2K ﹤0.01%
+389
257
$2K ﹤0.01%
+24
258
$2K ﹤0.01%
+38
259
$2K ﹤0.01%
+77
260
$2K ﹤0.01%
+50
261
$2K ﹤0.01%
+22
262
$2K ﹤0.01%
+5
263
$2K ﹤0.01%
+65
264
$1K ﹤0.01%
+7
265
$1K ﹤0.01%
+33
266
$1K ﹤0.01%
+20
267
$1K ﹤0.01%
+7
268
– –
0
269
$1K ﹤0.01%
+250
270
$1K ﹤0.01%
+100
271
$1K ﹤0.01%
+377
272
$1K ﹤0.01%
+40
273
$1K ﹤0.01%
+6
274
$1K ﹤0.01%
+55
275
$1K ﹤0.01%
+9
9 10
11
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