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
$156M
AUM Growth
+$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$538K
2
+$485K
3
+$469K
4
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$414K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$406K

Top Sells

1
+$347K
2
+$271K
3
+$94.1K
4
HRTX icon
Heron Therapeutics
HRTX
+$82.8K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$80.7K

Sector Composition

1 Consumer Discretionary 1.11%
2 Industrials 0.99%
3 Technology 0.53%
4 Healthcare 0.31%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$890K 0.57%
55,728
+2,660
27
$837K 0.54%
85,896
+1,032
28
$732K 0.47%
4,536
+1,342
29
$731K 0.47%
28,407
-3,657
30
$563K 0.36%
4,000
31
$490K 0.32%
3,438
32
$484K 0.31%
5,250
-70
33
$443K 0.28%
19,581
-11,976
34
$368K 0.24%
2,717
35
$358K 0.23%
9,956
36
$330K 0.21%
7,816
+252
37
$297K 0.19%
2,956
-479
38
$283K 0.18%
5,280
39
$282K 0.18%
2,217
40
$280K 0.18%
2,896
41
$234K 0.15%
2,124
42
$205K 0.13%
5,064
43
$200K 0.13%
5,476
44
$191K 0.12%
3,798
-718
45
$190K 0.12%
4,665
46
$179K 0.12%
3,229
47
$177K 0.11%
3,860
48
$175K 0.11%
4,017
49
$174K 0.11%
3,477
50
$162K 0.1%
956
1
2
3 4 5