IF
Ironwood Financial Portfolio holdings
AUM
$466M
1-Year Return
9.07%
This Quarter Return
-5.57%
1 Year Return
+9.07%
3 Year Return
+43.95%
5 Year Return
+66.55%
10 Year Return
–
AUM
$203M
AUM Growth
-$7.58M
(-3.6%)
Cap. Flow
+$4.41M
Cap. Flow
% of AUM
2.17%
Top 10 Holdings %
Top 10 Hldgs %
54.56%
Holding
414
New
62
Increased
60
Reduced
55
Closed
16
Top Buys
| 1 |
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
|
+$854K |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$793K |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$792K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$756K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$694K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 1.39% |
| 2 | Technology | 0.79% |
| 3 | Industrials | 0.5% |
| 4 | Financials | 0.28% |
| 5 | Healthcare | 0.28% |
