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
$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
276
$9K ﹤0.01%
+20
277
$8K ﹤0.01%
242
278
$8K ﹤0.01%
385
279
$8K ﹤0.01%
275
280
$8K ﹤0.01%
150
-200
281
$8K ﹤0.01%
267
282
$8K ﹤0.01%
229
283
$8K ﹤0.01%
195
284
$7K ﹤0.01%
170
285
$7K ﹤0.01%
124
286
$7K ﹤0.01%
396
287
$7K ﹤0.01%
25
288
$7K ﹤0.01%
87
289
$7K ﹤0.01%
125
290
$7K ﹤0.01%
57
291
$7K ﹤0.01%
150
292
$7K ﹤0.01%
147
293
$7K ﹤0.01%
+100
294
$7K ﹤0.01%
47
295
$7K ﹤0.01%
130
296
$7K ﹤0.01%
53
297
$7K ﹤0.01%
250
298
$7K ﹤0.01%
269
299
$7K ﹤0.01%
156
300
$6K ﹤0.01%
1,165
10 11
12
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