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
$92.2M
AUM Growth
-$73.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$424K
3
+$374K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$371K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$256K

Top Sells

1
+$16M
2
+$14.9M
3
+$9.4M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$7.2M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$6.88M

Sector Composition

1 Industrials 1.95%
2 Consumer Discretionary 1.34%
3 Technology 1.05%
4 Healthcare 0.61%
5 Financials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$98K 0.11%
1,660
52
$98K 0.11%
1,532
53
$97K 0.11%
1,888
54
$95K 0.1%
10,616
55
$90K 0.1%
1,553
+330
56
$84K 0.09%
1,270
57
$84K 0.09%
1,502
58
$72K 0.08%
574
59
$68K 0.07%
406
60
$58K 0.06%
631
61
$58K 0.06%
1,743
62
$58K 0.06%
2,103
+408
63
$58K 0.06%
315
+54
64
$56K 0.06%
360
65
$56K 0.06%
1,602
66
$55K 0.06%
684
67
$55K 0.06%
1,289
68
$54K 0.06%
485
69
$53K 0.06%
1,331
70
$53K 0.06%
854
71
$52K 0.06%
1,005
72
$50K 0.05%
1,012
-160
73
$50K 0.05%
1,455
74
$48K 0.05%
940
75
$47K 0.05%
205
1 2
3
4 5