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
501
$0 ﹤0.01%
1
502
$0 ﹤0.01%
20
503
$0 ﹤0.01%
+50
504
$0 ﹤0.01%
32
-275
505
– –
-350
506
$0 ﹤0.01%
7
507
$0 ﹤0.01%
3
508
$0 ﹤0.01%
9
509
– –
-679
510
$0 ﹤0.01%
2
511
$0 ﹤0.01%
1,000
512
– –
-71,916
513
– –
-365,411
514
– –
-100
515
$0 ﹤0.01%
40
516
– –
-507,399
17 18 19 20
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