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
76
$121K 0.06%
530
77
$119K 0.06%
547
+15
78
$113K 0.06%
5,243
+3,525
79
$112K 0.06%
200
80
$111K 0.06%
1,260
+16
81
$110K 0.06%
1,500
+120
82
$108K 0.05%
7,536
83
$102K 0.05%
3,970
-20,412
84
$98K 0.05%
389
85
$98K 0.05%
592
86
$97K 0.05%
1,531
87
$97K 0.05%
4,000
88
$96K 0.05%
347
+18
89
$90K 0.05%
254
90
$89K 0.04%
13
91
$85K 0.04%
450
+25
92
$81K 0.04%
2,056
-340
93
$79K 0.04%
1,612
94
$78K 0.04%
250
95
$77K 0.04%
385
+20
96
$76K 0.04%
1,495
-621
97
$76K 0.04%
509
+21
98
$75K 0.04%
440
99
$75K 0.04%
2,147
100
$73K 0.04%
1,014
2 3
4
5 6