IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.43%
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
401
$2K ﹤0.01%
+252
402
$2K ﹤0.01%
34
403
$2K ﹤0.01%
65
404
$2K ﹤0.01%
50
405
$1K ﹤0.01%
7
406
$1K ﹤0.01%
39
407
$1K ﹤0.01%
110
408
$1K ﹤0.01%
25
409
$1K ﹤0.01%
42
410
$1K ﹤0.01%
100
+70
411
$1K ﹤0.01%
100
412
$1K ﹤0.01%
44
-310
413
$1K ﹤0.01%
85
414
$1K ﹤0.01%
14
415
$1K ﹤0.01%
50
416
$1K ﹤0.01%
15
417
$1K ﹤0.01%
100
418
$1K ﹤0.01%
31
419
$1K ﹤0.01%
30
420
$1K ﹤0.01%
8
421
$1K ﹤0.01%
9
422
$1K ﹤0.01%
9
423
$1K ﹤0.01%
9
424
$1K ﹤0.01%
+1,000
425
$1K ﹤0.01%
40
15 16
17
18 19