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
351
$4K ﹤0.01%
110
352
$4K ﹤0.01%
46
353
$4K ﹤0.01%
+50
354
$4K ﹤0.01%
36
355
$4K ﹤0.01%
50
356
$3K ﹤0.01%
52
357
$3K ﹤0.01%
73
358
$3K ﹤0.01%
24
359
$3K ﹤0.01%
120
360
$3K ﹤0.01%
133
361
$3K ﹤0.01%
46
362
$3K ﹤0.01%
75
363
$3K ﹤0.01%
40
364
$3K ﹤0.01%
100
365
$3K ﹤0.01%
+30
366
$3K ﹤0.01%
26
367
$3K ﹤0.01%
23
368
$3K ﹤0.01%
47
369
$3K ﹤0.01%
15
370
$3K ﹤0.01%
69
371
$3K ﹤0.01%
+102
372
$3K ﹤0.01%
116
373
$3K ﹤0.01%
186
374
$3K ﹤0.01%
80
375
$3K ﹤0.01%
+35
13 14
15
16 17