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
76
$413K 0.15%
10,275
-122
77
$402K 0.15%
1,879
+1,760
78
$392K 0.15%
1,105
+1,082
79
$385K 0.14%
7,736
+4,968
80
$379K 0.14%
+2,531
81
$378K 0.14%
+8,210
82
$362K 0.14%
7,542
+6,396
83
$350K 0.13%
2,745
+1,074
84
$318K 0.12%
2,908
+2,298
85
$300K 0.11%
4,644
+2,255
86
$297K 0.11%
2,031
+1,941
87
$289K 0.11%
2,696
+2,362
88
$267K 0.1%
+4,683
89
$255K 0.1%
1,430
90
$254K 0.1%
+1,485
91
$244K 0.09%
3,393
92
$243K 0.09%
1,176
-320
93
$235K 0.09%
4,690
+10
94
$234K 0.09%
7,548
+381
95
$230K 0.09%
939
96
$222K 0.08%
1,140
-308
97
$219K 0.08%
3,194
+2
98
$210K 0.08%
3,580
+3,102
99
$203K 0.08%
1,367
+1,351
100
$203K 0.08%
3,472
2 3
4
5 6