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
401
$4K ﹤0.01%
80
402
$4K ﹤0.01%
35
403
$4K ﹤0.01%
25
404
$3K ﹤0.01%
47
405
$3K ﹤0.01%
52
406
$3K ﹤0.01%
161
+122
407
$3K ﹤0.01%
133
408
$3K ﹤0.01%
36
409
$3K ﹤0.01%
+105
410
$3K ﹤0.01%
46
411
$3K ﹤0.01%
75
412
$3K ﹤0.01%
50
413
$3K ﹤0.01%
77
+1
414
$3K ﹤0.01%
253
+1
415
$3K ﹤0.01%
101
+1
416
$3K ﹤0.01%
30
417
$3K ﹤0.01%
+10
418
$3K ﹤0.01%
26
419
$3K ﹤0.01%
52
420
$3K ﹤0.01%
+15
421
$3K ﹤0.01%
23
422
$3K ﹤0.01%
35
423
$3K ﹤0.01%
104
+2
424
$3K ﹤0.01%
116
425
$3K ﹤0.01%
87
15 16
17
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