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
376
$3K ﹤0.01%
+25
377
$2K ﹤0.01%
40
378
$2K ﹤0.01%
30
379
$2K ﹤0.01%
50
380
$2K ﹤0.01%
100
-100
381
$2K ﹤0.01%
36
382
$2K ﹤0.01%
45
383
$2K ﹤0.01%
+50
384
$2K ﹤0.01%
51
+41
385
$2K ﹤0.01%
+76
386
$2K ﹤0.01%
+252
387
$2K ﹤0.01%
34
388
$2K ﹤0.01%
+36
389
$2K ﹤0.01%
100
-20
390
$2K ﹤0.01%
75
391
$2K ﹤0.01%
53
392
$2K ﹤0.01%
52
393
$2K ﹤0.01%
30
394
$2K ﹤0.01%
16
395
$2K ﹤0.01%
35
396
$2K ﹤0.01%
65
397
$2K ﹤0.01%
50
398
$2K ﹤0.01%
87
399
$2K ﹤0.01%
45
400
$2K ﹤0.01%
33
14 15
16
17 18