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
$199M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$4.72M
3
+$2.36M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.92M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.24M

Top Sells

1
+$6.97M
2
+$5.09M
3
+$1.87M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$524K
5
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$258K

Sector Composition

1 Technology 1.4%
2 Real Estate 0.58%
3 Healthcare 0.49%
4 Industrials 0.46%
5 Consumer Discretionary 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$381K 0.19%
10,397
-71
52
$333K 0.17%
13,803
+6,785
53
$264K 0.13%
1,496
-160
54
$253K 0.13%
1,430
+191
55
$248K 0.12%
1,181
+40
56
$223K 0.11%
1,448
57
$217K 0.11%
3,393
58
$211K 0.11%
1,340
+80
59
$203K 0.1%
4,680
60
$200K 0.1%
7,167
61
$196K 0.1%
939
62
$183K 0.09%
3,192
-378
63
$181K 0.09%
1,671
+1,122
64
$174K 0.09%
3,472
-96
65
$171K 0.09%
3,538
-576
66
$156K 0.08%
2,255
67
$153K 0.08%
11,496
+996
68
$149K 0.07%
907
69
$143K 0.07%
2,768
70
$143K 0.07%
2,389
71
$133K 0.07%
1,820
72
$133K 0.07%
1,270
73
$131K 0.07%
769
-16
74
$127K 0.06%
+4,948
75
$123K 0.06%
1,970
1 2
3
4 5