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
$156M
AUM Growth
+$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$538K
2
+$485K
3
+$469K
4
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$414K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$406K

Top Sells

1
+$347K
2
+$271K
3
+$94.1K
4
HRTX icon
Heron Therapeutics
HRTX
+$82.8K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$80.7K

Sector Composition

1 Consumer Discretionary 1.11%
2 Industrials 0.99%
3 Technology 0.53%
4 Healthcare 0.31%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1K ﹤0.01%
40
252
$1K ﹤0.01%
64
253
$1K ﹤0.01%
386
254
$1K ﹤0.01%
32
255
$1K ﹤0.01%
12
256
$1K ﹤0.01%
33
257
$1K ﹤0.01%
15
258
$1K ﹤0.01%
17
259
$1K ﹤0.01%
3
260
$1K ﹤0.01%
39
261
– –
-123
262
– –
-3
263
$0 ﹤0.01%
27
264
– –
-120
265
$0 ﹤0.01%
1
266
$0 ﹤0.01%
6
267
$0 ﹤0.01%
35
268
$0 ﹤0.01%
30
269
$0 ﹤0.01%
7
270
$0 ﹤0.01%
4
271
– –
0
272
$0 ﹤0.01%
1
273
$0 ﹤0.01%
16
274
$0 ﹤0.01%
1
275
$0 ﹤0.01%
7
8 9 10
11
12