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
$267M
AUM Growth
+$68.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$4.47M
3
+$3.87M
4
AMZN icon
Amazon
AMZN
+$3.84M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.49M

Top Sells

1
+$10.8M
2
+$8.54M
3
+$4.71M
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
451
$2K ﹤0.01%
100
452
$2K ﹤0.01%
+35
453
$2K ﹤0.01%
33
454
$2K ﹤0.01%
10
455
$2K ﹤0.01%
70
456
$2K ﹤0.01%
20
-40
457
$2K ﹤0.01%
6
-14
458
$2K ﹤0.01%
386
459
$1K ﹤0.01%
+2
460
$1K ﹤0.01%
85
461
$1K ﹤0.01%
14
462
$1K ﹤0.01%
50
463
$1K ﹤0.01%
+40
464
$1K ﹤0.01%
+137
465
$1K ﹤0.01%
7
466
$1K ﹤0.01%
+5
467
$1K ﹤0.01%
13
468
$1K ﹤0.01%
25
469
$1K ﹤0.01%
+12
470
$1K ﹤0.01%
100
471
$1K ﹤0.01%
10
472
$1K ﹤0.01%
20
473
$1K ﹤0.01%
15
474
$1K ﹤0.01%
8
475
$1K ﹤0.01%
19
+10
17 18
19
20 21