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
276
$16K 0.01%
1,000
277
$16K 0.01%
165
278
$16K 0.01%
576
279
$16K 0.01%
130
280
$15K 0.01%
250
281
$15K 0.01%
373
282
$15K 0.01%
200
283
$15K 0.01%
894
284
$15K 0.01%
325
285
$15K 0.01%
155
286
$14K 0.01%
84
287
$14K 0.01%
273
288
$14K 0.01%
192
289
$14K 0.01%
450
290
$14K 0.01%
57
291
$13K ﹤0.01%
201
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292
$13K ﹤0.01%
114
293
$13K ﹤0.01%
424
294
$13K ﹤0.01%
233
-217
295
$13K ﹤0.01%
171
296
$13K ﹤0.01%
320
297
$13K ﹤0.01%
175
298
$12K ﹤0.01%
385
299
$12K ﹤0.01%
291
-35
300
$12K ﹤0.01%
200
10 11
12
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