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
$311M
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.58M
3
+$1.32M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$989K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$676K

Top Sells

1
+$3.18M
2
+$1.91M
3
+$546K
4
GSK icon
GSK
GSK
+$501K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$411K

Sector Composition

1 Technology 12.98%
2 Healthcare 3.96%
3 Consumer Discretionary 2.6%
4 Communication Services 1.92%
5 Financials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.87M 0.92%
+59,774
27
$2.87M 0.92%
10,226
+4,721
28
$2.56M 0.82%
23,540
+200
29
$2.47M 0.79%
13,093
+485
30
$2.29M 0.74%
108,318
-19,375
31
$2.16M 0.69%
19,740
32
$2.08M 0.67%
25,175
-23,070
33
$1.94M 0.62%
30,412
-463
34
$1.89M 0.61%
36,081
35
$1.85M 0.6%
4,808
36
$1.81M 0.58%
10,227
37
$1.78M 0.57%
3,721
+4
38
$1.78M 0.57%
5,489
39
$1.78M 0.57%
15,768
40
$1.76M 0.56%
10,190
+1,621
41
$1.73M 0.55%
12,206
42
$1.64M 0.53%
4,337
+157
43
$1.53M 0.49%
7,425
-143
44
$1.5M 0.48%
14,264
-147
45
$1.5M 0.48%
14,906
+232
46
$1.49M 0.48%
10,537
47
$1.4M 0.45%
5,767
48
$1.4M 0.45%
10,435
+1,850
49
$1.35M 0.43%
64,695
-954
50
$1.33M 0.43%
7,630
1
2
3 4 5