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
$267M
AUM Growth
+$68.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$4.71M
3
+$3.92M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.87M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.79M

Top Sells

1
+$10.8M
2
+$8.54M
3
+$4.7M
4
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$2.68M
5
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$1.81M

Sector Composition

1 Technology 13.3%
2 Healthcare 3.63%
3 Consumer Discretionary 2.98%
4 Communication Services 1.73%
5 Industrials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$20K 0.01%
126
252
$20K 0.01%
98
253
$20K 0.01%
+770
254
$19K 0.01%
2,112
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255
$19K 0.01%
366
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256
$19K 0.01%
320
257
$19K 0.01%
523
258
$19K 0.01%
1,753
259
$19K 0.01%
275
-167
260
$19K 0.01%
600
261
$19K 0.01%
+498
262
$19K 0.01%
200
263
$18K 0.01%
85
264
$18K 0.01%
250
265
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297
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266
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80
267
$18K 0.01%
102
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268
$17K 0.01%
150
269
$17K 0.01%
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270
$17K 0.01%
318
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271
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272
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50
273
$17K 0.01%
+139
274
$16K 0.01%
612
+7
275
$16K 0.01%
96
9 10
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