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

Top Buys

1
+$27M
2
+$4.71M
3
+$3.92M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.87M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.79M

Top Sells

1
+$10.8M
2
+$8.54M
3
+$4.7M
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
26
$1.59M 0.6%
23,814
-272
27
$1.58M 0.59%
18,080
+16,260
28
$1.42M 0.53%
4,516
+252
29
$1.36M 0.51%
10,782
-216
30
$1.36M 0.51%
5,630
-66
31
$1.34M 0.5%
3,532
+3,346
32
$1.34M 0.5%
26,790
-348
33
$1.33M 0.5%
11,070
+10,758
34
$1.31M 0.49%
3,513
+59
35
$1.3M 0.49%
58,218
+10,015
36
$1.3M 0.49%
33,787
+277
37
$1.28M 0.48%
14,640
+13,140
38
$1.28M 0.48%
34,835
+32,688
39
$1.25M 0.47%
13,049
+642
40
$1.23M 0.46%
30,647
-144
41
$1.21M 0.45%
16,799
+16,583
42
$1.18M 0.44%
10,332
+9,072
43
$1.17M 0.44%
7,400
+6,954
44
$1.11M 0.42%
49,840
-3,368
45
$1.08M 0.4%
4,705
+4,555
46
$1.08M 0.4%
6,731
+6,139
47
$1.05M 0.39%
35,815
+1,511
48
$1.05M 0.39%
33,865
-472
49
$1.05M 0.39%
2,777
+2,523
50
$1.01M 0.38%
33,562
-781
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2
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