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
376
$5K ﹤0.01%
63
377
$5K ﹤0.01%
60
378
$5K ﹤0.01%
159
379
$5K ﹤0.01%
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380
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36
381
$5K ﹤0.01%
110
382
$5K ﹤0.01%
360
383
$5K ﹤0.01%
+100
384
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50
385
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147
-47
386
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36
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56
+6
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+20
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$5K ﹤0.01%
105
390
$5K ﹤0.01%
69
391
$4K ﹤0.01%
+45
392
$4K ﹤0.01%
73
393
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61
394
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40
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100
396
$4K ﹤0.01%
308
397
$4K ﹤0.01%
45
398
$4K ﹤0.01%
+100
399
$4K ﹤0.01%
15
400
$4K ﹤0.01%
69
14 15
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