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
326
$9K ﹤0.01%
1,165
327
$9K ﹤0.01%
396
328
$9K ﹤0.01%
128
329
$9K ﹤0.01%
32
330
$9K ﹤0.01%
130
331
$9K ﹤0.01%
83
+37
332
$9K ﹤0.01%
82
-65
333
$8K ﹤0.01%
25
334
$8K ﹤0.01%
87
335
$8K ﹤0.01%
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336
$8K ﹤0.01%
275
337
$8K ﹤0.01%
201
338
$8K ﹤0.01%
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$8K ﹤0.01%
15
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$8K ﹤0.01%
100
342
$8K ﹤0.01%
47
343
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100
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$7K ﹤0.01%
27
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$7K ﹤0.01%
170
346
$7K ﹤0.01%
3
347
$7K ﹤0.01%
186
+50
348
$7K ﹤0.01%
92
349
$7K ﹤0.01%
57
350
$7K ﹤0.01%
112
12 13
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