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
$267M
AUM Growth
+$68.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$4.47M
3
+$3.87M
4
AMZN icon
Amazon
AMZN
+$3.84M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.49M

Top Sells

1
+$10.8M
2
+$8.54M
3
+$4.71M
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
301
$11K ﹤0.01%
42
-20
302
$11K ﹤0.01%
474
303
$11K ﹤0.01%
86
304
$11K ﹤0.01%
145
+20
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$11K ﹤0.01%
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306
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200
307
$11K ﹤0.01%
250
308
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458
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$11K ﹤0.01%
530
+524
310
$11K ﹤0.01%
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311
$11K ﹤0.01%
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312
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$11K ﹤0.01%
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$10K ﹤0.01%
500
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$10K ﹤0.01%
+465
316
$10K ﹤0.01%
140
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$10K ﹤0.01%
110
318
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$10K ﹤0.01%
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$10K ﹤0.01%
250
321
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239
322
$10K ﹤0.01%
195
323
$10K ﹤0.01%
115
324
$10K ﹤0.01%
242
325
$10K ﹤0.01%
+380
11 12
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