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
$182M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$17.6M
3
+$10.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$9.89M
5
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$8.87M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 1.29%
2 Industrials 0.6%
3 Technology 0.4%
4 Healthcare 0.36%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$374K 0.21%
+3,204
52
$357K 0.2%
+4,223
53
$344K 0.19%
+3,233
54
$314K 0.17%
+5,310
55
$305K 0.17%
+2,917
56
$303K 0.17%
+20,646
57
$303K 0.17%
+4,181
58
$300K 0.17%
+6,463
59
$294K 0.16%
+9,548
60
$271K 0.15%
+9,816
61
$269K 0.15%
+5,288
62
$223K 0.12%
+4,405
63
$207K 0.11%
+3,768
64
$206K 0.11%
+1,921
65
$196K 0.11%
+13,355
66
$185K 0.1%
+1,744
67
$165K 0.09%
+7,604
68
$163K 0.09%
+4,050
69
$162K 0.09%
+3,607
70
$159K 0.09%
+1,061
71
$151K 0.08%
+3,224
72
$147K 0.08%
+707
73
$144K 0.08%
+2,348
74
$144K 0.08%
+2,673
75
$139K 0.08%
+3,860
1 2
3
4 5