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
51
$980K 0.37%
+10,026
52
$906K 0.34%
+20,866
53
$890K 0.33%
49,416
-140
54
$882K 0.33%
3,320
+2,973
55
$866K 0.32%
57,138
-1,404
56
$859K 0.32%
+9,798
57
$858K 0.32%
29,100
-260
58
$825K 0.31%
+3,370
59
$818K 0.31%
5,090
-91
60
$773K 0.29%
4,576
+4,314
61
$772K 0.29%
4,394
+114
62
$751K 0.28%
12,106
+11,982
63
$731K 0.27%
13,954
+12,896
64
$727K 0.27%
3,420
+2,513
65
$693K 0.26%
8,041
+2,559
66
$673K 0.25%
9,409
+980
67
$663K 0.25%
11,368
-1,476
68
$617K 0.23%
25,158
+2,627
69
$599K 0.22%
3,304
+2,954
70
$593K 0.22%
2,765
+2,702
71
$533K 0.2%
36,490
-2,500
72
$530K 0.2%
4,883
+4,683
73
$485K 0.18%
19,457
+5,654
74
$482K 0.18%
21,307
-1,699
75
$413K 0.15%
5,292
+4,877
1 2
3
4 5