IF
Ironwood Financial Portfolio holdings
AUM
$466M
1-Year Return
9.07%
This Quarter Return
-6.5%
1 Year Return
+9.07%
3 Year Return
+43.95%
5 Year Return
+66.55%
10 Year Return
–
AUM
$146M
AUM Growth
-$72.2M
(-33%)
Cap. Flow
-$40.4M
Cap. Flow
% of AUM
-27.68%
Top 10 Holdings %
Top 10 Hldgs %
83.05%
Holding
427
New
33
Increased
20
Reduced
121
Closed
59
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$21.1M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$7.05M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$6.2M |
| 4 |
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
|
+$4.96M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$4.29M |
Sector Composition
| 1 | Technology | 1.16% |
| 2 | Healthcare | 0.55% |
| 3 | Industrials | 0.52% |
| 4 | Consumer Discretionary | 0.32% |
| 5 | Financials | 0.24% |
