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
426
$3K ﹤0.01%
64
+19
427
$3K ﹤0.01%
+115
428
$2K ﹤0.01%
386
429
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6
-14
430
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20
-40
431
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70
432
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10
433
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33
434
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+35
435
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33
436
$2K ﹤0.01%
30
437
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10
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438
$2K ﹤0.01%
+100
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100
440
$2K ﹤0.01%
50
441
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65
442
$2K ﹤0.01%
+20
443
$2K ﹤0.01%
+14
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$2K ﹤0.01%
53
445
$2K ﹤0.01%
75
446
$2K ﹤0.01%
34
447
$2K ﹤0.01%
51
448
$2K ﹤0.01%
31
+1
449
$2K ﹤0.01%
50
450
$2K ﹤0.01%
100
16 17
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