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
351
$7K ﹤0.01%
186
+50
352
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92
353
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57
354
$7K ﹤0.01%
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355
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32
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53
357
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320
-760
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359
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78
360
$6K ﹤0.01%
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368
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40
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$6K ﹤0.01%
116
-234
374
$6K ﹤0.01%
15
375
$5K ﹤0.01%
29
13 14
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