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
$199M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$4.72M
3
+$2.36M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.92M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.24M

Top Sells

1
+$6.97M
2
+$5.09M
3
+$1.87M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$524K
5
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$258K

Sector Composition

1 Technology 1.4%
2 Real Estate 0.58%
3 Healthcare 0.49%
4 Industrials 0.46%
5 Consumer Discretionary 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$12K 0.01%
192
252
$12K 0.01%
90
253
$12K 0.01%
114
254
$12K 0.01%
326
255
$12K 0.01%
75
256
$11K 0.01%
424
257
$11K 0.01%
171
258
$11K 0.01%
175
259
$10K 0.01%
500
260
$10K 0.01%
+160
261
$10K 0.01%
200
262
$10K 0.01%
250
263
$10K 0.01%
140
264
$10K 0.01%
115
265
$10K 0.01%
200
266
$9K ﹤0.01%
474
267
$9K ﹤0.01%
86
268
$9K ﹤0.01%
156
269
$9K ﹤0.01%
110
270
$9K ﹤0.01%
23
271
$9K ﹤0.01%
458
272
$9K ﹤0.01%
50
273
$9K ﹤0.01%
155
274
$9K ﹤0.01%
239
275
$9K ﹤0.01%
115
9 10
11
12 13