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
76
$136K 0.07%
+2,000
77
$128K 0.07%
+1,774
78
$119K 0.07%
+1,250
79
$107K 0.06%
+1,220
80
$100K 0.06%
+2,016
81
$97K 0.05%
+2,984
82
$90K 0.05%
+988
83
$87K 0.05%
+13,424
84
$81K 0.04%
+2,122
85
$80K 0.04%
+3,000
86
$79K 0.04%
+1,500
87
$78K 0.04%
+845
88
$75K 0.04%
+1,660
89
$73K 0.04%
+775
90
$71K 0.04%
+1,081
91
$70K 0.04%
+2,263
92
$70K 0.04%
+2,668
93
$63K 0.03%
+1,237
94
$59K 0.03%
+998
95
$57K 0.03%
+1,577
96
$56K 0.03%
+493
97
$56K 0.03%
+2,146
98
$53K 0.03%
+3,418
99
$53K 0.03%
+620
100
$52K 0.03%
+1,064
2 3
4
5 6