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
301
$11K ﹤0.01%
474
302
$11K ﹤0.01%
86
303
$11K ﹤0.01%
145
+20
304
$11K ﹤0.01%
160
305
$11K ﹤0.01%
42
-20
306
$11K ﹤0.01%
200
307
$11K ﹤0.01%
250
308
$11K ﹤0.01%
458
309
$11K ﹤0.01%
530
+524
310
$11K ﹤0.01%
109
311
$11K ﹤0.01%
155
312
$11K ﹤0.01%
229
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$11K ﹤0.01%
269
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$10K ﹤0.01%
+380
315
$10K ﹤0.01%
500
316
$10K ﹤0.01%
+465
317
$10K ﹤0.01%
140
318
$10K ﹤0.01%
110
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$10K ﹤0.01%
115
320
$10K ﹤0.01%
267
321
$10K ﹤0.01%
250
322
$10K ﹤0.01%
239
323
$10K ﹤0.01%
195
324
$10K ﹤0.01%
115
325
$10K ﹤0.01%
242
11 12
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