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
301
$6K ﹤0.01%
40
302
$6K ﹤0.01%
+30
303
$6K ﹤0.01%
92
+75
304
$6K ﹤0.01%
201
305
$6K ﹤0.01%
112
306
$6K ﹤0.01%
32
307
$6K ﹤0.01%
95
308
$6K ﹤0.01%
128
309
$6K ﹤0.01%
32
310
$6K ﹤0.01%
81
311
$6K ﹤0.01%
90
312
$6K ﹤0.01%
110
313
$6K ﹤0.01%
297
314
$6K ﹤0.01%
27
315
$6K ﹤0.01%
5
316
$6K ﹤0.01%
+60
317
$5K ﹤0.01%
177
318
$5K ﹤0.01%
58
319
$5K ﹤0.01%
60
320
$5K ﹤0.01%
36
321
$5K ﹤0.01%
15
322
$5K ﹤0.01%
384
323
$5K ﹤0.01%
+360
324
$5K ﹤0.01%
45
325
$5K ﹤0.01%
+100
11 12
13
14 15