IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$17.3M
3
+$10.1M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.85M
5
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$9.05M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 1.29%
2 Industrials 0.6%
3 Technology 0.4%
4 Healthcare 0.36%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1K ﹤0.01%
+24
277
$1K ﹤0.01%
+21
278
$1K ﹤0.01%
+2
279
$1K ﹤0.01%
+12
280
$1K ﹤0.01%
+10
281
$1K ﹤0.01%
+12
282
$1K ﹤0.01%
+36
283
$1K ﹤0.01%
+28
284
$1K ﹤0.01%
+41
285
$1K ﹤0.01%
+34
286
$1K ﹤0.01%
+9
287
$1K ﹤0.01%
+9
288
$1K ﹤0.01%
+4
289
$1K ﹤0.01%
+50
290
$1K ﹤0.01%
+9
291
$1K ﹤0.01%
+16
292
$1K ﹤0.01%
+11
293
$1K ﹤0.01%
+6
294
$0 ﹤0.01%
+4
295
$0 ﹤0.01%
+4
296
$0 ﹤0.01%
+2
297
$0 ﹤0.01%
+1
298
$0 ﹤0.01%
+3
299
$0 ﹤0.01%
+3
300
$0 ﹤0.01%
+15
10 11
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