IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.2M
AUM Growth
-$73.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$424K
3
+$374K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$371K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$256K

Top Sells

1
+$16M
2
+$14.9M
3
+$9.4M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$7.2M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$6.88M

Sector Composition

1 Industrials 1.95%
2 Consumer Discretionary 1.34%
3 Technology 1.05%
4 Healthcare 0.61%
5 Financials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1K ﹤0.01%
64
252
$1K ﹤0.01%
40
253
$1K ﹤0.01%
4
254
$0 ﹤0.01%
5
255
– –
0
256
– –
-707
257
– –
-90
258
$0 ﹤0.01%
27
259
– –
-154
260
$0 ﹤0.01%
14
261
$0 ﹤0.01%
50
262
$0 ﹤0.01%
9
263
$0 ﹤0.01%
17
264
$0 ﹤0.01%
7
265
$0 ﹤0.01%
1
266
$0 ﹤0.01%
16
267
$0 ﹤0.01%
1
268
– –
-1,614
269
– –
-400
270
– –
-65
271
– –
0
272
– –
-422
273
– –
-1,350
274
$0 ﹤0.01%
7
275
– –
-178,114
8 9 10
11
12