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
76
$58K 0.04%
494
77
$57K 0.04%
1,180
+840
78
$56K 0.04%
205
-35
79
$56K 0.04%
1,743
+161
80
$55K 0.04%
538
81
$54K 0.03%
5,555
82
$53K 0.03%
1,045
-25
83
$53K 0.03%
366
84
$51K 0.03%
684
85
$50K 0.03%
1,480
86
$50K 0.03%
3,290
87
$49K 0.03%
1,602
88
$48K 0.03%
994
-42
89
$43K 0.03%
631
90
$42K 0.03%
3,000
91
$42K 0.03%
3,550
92
$40K 0.03%
980
93
$40K 0.03%
732
94
$38K 0.02%
368
95
$38K 0.02%
352
96
$38K 0.02%
369
97
$35K 0.02%
504
-146
98
$35K 0.02%
1,240
99
$35K 0.02%
263
100
$34K 0.02%
1,509
2 3
4
5 6