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
$199M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$6.53M
2
+$4.68M
3
+$2.38M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.89M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.2M

Top Sells

1
+$6.97M
2
+$5.09M
3
+$1.87M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$526K
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
401
$2K ﹤0.01%
+252
402
$2K ﹤0.01%
34
403
$2K ﹤0.01%
65
404
$2K ﹤0.01%
50
405
$1K ﹤0.01%
+100
406
$1K ﹤0.01%
7
407
$1K ﹤0.01%
39
408
$1K ﹤0.01%
110
409
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25
410
$1K ﹤0.01%
100
+70
411
$1K ﹤0.01%
100
412
$1K ﹤0.01%
20
413
$1K ﹤0.01%
44
-310
414
$1K ﹤0.01%
85
415
$1K ﹤0.01%
14
416
$1K ﹤0.01%
100
417
$1K ﹤0.01%
31
418
$1K ﹤0.01%
30
419
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40
420
$1K ﹤0.01%
10
421
$1K ﹤0.01%
42
422
$1K ﹤0.01%
50
423
$1K ﹤0.01%
15
424
$1K ﹤0.01%
8
425
$1K ﹤0.01%
9
15 16
17
18 19