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
476
$1K ﹤0.01%
9
477
$1K ﹤0.01%
+137
478
$0 ﹤0.01%
5
479
– –
0
480
$0 ﹤0.01%
54
481
$0 ﹤0.01%
5
482
$0 ﹤0.01%
3
483
$0 ﹤0.01%
+25
484
– –
0
485
– –
-24
486
– –
-120
487
$0 ﹤0.01%
7
488
$0 ﹤0.01%
32
489
$0 ﹤0.01%
+15
490
$0 ﹤0.01%
10
491
– –
-185
492
$0 ﹤0.01%
11
493
$0 ﹤0.01%
15
494
$0 ﹤0.01%
21
495
$0 ﹤0.01%
14
496
$0 ﹤0.01%
50
497
$0 ﹤0.01%
9
498
$0 ﹤0.01%
7
499
$0 ﹤0.01%
40
500
$0 ﹤0.01%
16
17 18 19
20
21