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
$182M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$17.6M
3
+$10.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$9.89M
5
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$8.87M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 1.29%
2 Industrials 0.6%
3 Technology 0.4%
4 Healthcare 0.36%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 1.02%
+71,168
27
$1.75M 0.97%
+77,120
28
$1.6M 0.88%
+40,458
29
$1.47M 0.81%
+14,208
30
$1.43M 0.79%
+33,383
31
$1.29M 0.71%
+50,328
32
$1.21M 0.67%
+14,292
33
$1.16M 0.64%
+40,672
34
$966K 0.53%
+23,924
35
$916K 0.5%
+18,951
36
$913K 0.5%
+35,600
37
$896K 0.49%
+19,108
38
$885K 0.49%
+20,613
39
$875K 0.48%
+18,143
40
$825K 0.45%
+19,748
41
$791K 0.44%
+26,484
42
$646K 0.36%
+5,227
43
$623K 0.34%
+5,102
44
$609K 0.34%
+7,669
45
$588K 0.32%
+24,472
46
$510K 0.28%
+13,393
47
$501K 0.28%
+17,374
48
$478K 0.26%
+4,351
49
$454K 0.25%
+5,671
50
$386K 0.21%
+4,000
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2
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