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
$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
326
$5K ﹤0.01%
58
327
$5K ﹤0.01%
60
328
$5K ﹤0.01%
36
329
$5K ﹤0.01%
15
330
$5K ﹤0.01%
384
331
$5K ﹤0.01%
+360
332
$5K ﹤0.01%
45
333
$5K ﹤0.01%
+100
334
$5K ﹤0.01%
+125
335
$5K ﹤0.01%
126
336
$5K ﹤0.01%
100
337
$5K ﹤0.01%
+30
338
$5K ﹤0.01%
194
339
$5K ﹤0.01%
78
340
$5K ﹤0.01%
105
341
$5K ﹤0.01%
+45
342
$5K ﹤0.01%
69
343
$4K ﹤0.01%
85
344
$4K ﹤0.01%
61
345
$4K ﹤0.01%
136
346
$4K ﹤0.01%
40
347
$4K ﹤0.01%
68
348
$4K ﹤0.01%
118
349
$4K ﹤0.01%
308
350
$4K ﹤0.01%
45
12 13
14
15 16