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
$199M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$4.72M
3
+$2.36M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.92M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.24M

Top Sells

1
+$6.97M
2
+$5.09M
3
+$1.87M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$524K
5
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$258K

Sector Composition

1 Technology 1.4%
2 Real Estate 0.58%
3 Healthcare 0.49%
4 Industrials 0.46%
5 Consumer Discretionary 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 0.68%
73,059
+195
27
$1.24M 0.62%
+5,696
28
$1.22M 0.61%
33,510
+9,394
29
$1.19M 0.6%
27,138
-672
30
$1.19M 0.6%
4,264
+19
31
$1.16M 0.58%
3,454
+2,324
32
$1.12M 0.56%
10,998
-486
33
$1.07M 0.54%
48,203
+32,534
34
$1.01M 0.51%
12,407
-233
35
$991K 0.5%
34,337
-1,052
36
$989K 0.5%
30,791
-1,457
37
$978K 0.49%
34,343
-1,048
38
$909K 0.46%
53,208
-512
39
$855K 0.43%
+34,304
40
$787K 0.4%
58,542
+2,754
41
$778K 0.39%
49,556
+204
42
$762K 0.38%
5,181
-149
43
$707K 0.36%
29,360
-1,461
44
$670K 0.34%
4,280
-15
45
$648K 0.33%
12,844
-2,004
46
$554K 0.28%
38,990
47
$529K 0.27%
22,531
+1,899
48
$514K 0.26%
23,006
+4,196
49
$485K 0.24%
8,429
50
$414K 0.21%
5,482
+1,575
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