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
$156M
AUM Growth
+$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$538K
2
+$485K
3
+$469K
4
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$414K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$406K

Top Sells

1
+$347K
2
+$271K
3
+$94.1K
4
HRTX icon
Heron Therapeutics
HRTX
+$82.8K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$80.7K

Sector Composition

1 Consumer Discretionary 1.11%
2 Industrials 0.99%
3 Technology 0.53%
4 Healthcare 0.31%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$150K 0.1%
1,614
52
$132K 0.08%
1,035
53
$130K 0.08%
1,666
+2
54
$130K 0.08%
5,279
55
$128K 0.08%
1,026
+5
56
$123K 0.08%
2,223
57
$117K 0.08%
3,393
58
$110K 0.07%
862
59
$106K 0.07%
765
60
$105K 0.07%
4,120
61
$100K 0.06%
1,532
62
$100K 0.06%
5,949
-1,194
63
$93K 0.06%
2,668
64
$91K 0.06%
1,888
65
$90K 0.06%
11,424
66
$89K 0.06%
1,660
67
$82K 0.05%
1,502
68
$77K 0.05%
1,270
69
$73K 0.05%
1,844
70
$73K 0.05%
1,485
-75
71
$70K 0.05%
544
72
$68K 0.04%
406
73
$67K 0.04%
1,343
74
$67K 0.04%
3,626
75
$60K 0.04%
1,331
1 2
3
4 5