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
$92.2M
AUM Growth
-$73.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$424K
3
+$374K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$371K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$256K

Top Sells

1
+$16M
2
+$14.9M
3
+$9.4M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$7.2M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$6.88M

Sector Composition

1 Industrials 1.95%
2 Consumer Discretionary 1.34%
3 Technology 1.05%
4 Healthcare 0.61%
5 Financials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$411K 0.45%
4,917
+205
27
$401K 0.44%
2,730
28
$340K 0.37%
7,496
+20
29
$299K 0.32%
2,896
30
$283K 0.31%
1,998
31
$229K 0.25%
5,436
32
$204K 0.22%
5,332
33
$191K 0.21%
956
34
$177K 0.19%
3,982
35
$176K 0.19%
3,860
36
$171K 0.19%
1,706
-1,210
37
$165K 0.18%
3,144
38
$161K 0.17%
2,220
+620
39
$159K 0.17%
3,477
40
$154K 0.17%
3,393
41
$152K 0.16%
3,230
42
$146K 0.16%
5,279
43
$145K 0.16%
1,666
44
$144K 0.16%
+6,711
45
$143K 0.16%
1,035
46
$136K 0.15%
1,005
-13
47
$123K 0.13%
765
48
$112K 0.12%
2,668
49
$111K 0.12%
862
50
$103K 0.11%
5,832
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