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
$311M
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.58M
3
+$1.32M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$989K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$676K

Top Sells

1
+$3.18M
2
+$1.91M
3
+$546K
4
GSK icon
GSK
GSK
+$501K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$411K

Sector Composition

1 Technology 12.98%
2 Healthcare 3.96%
3 Consumer Discretionary 2.6%
4 Communication Services 1.92%
5 Financials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$557K 0.18%
12,181
-198
77
$487K 0.16%
11,526
-113
78
$473K 0.15%
5,190
+4
79
$460K 0.15%
+15,909
80
$456K 0.15%
3,915
-87
81
$446K 0.14%
2,911
82
$428K 0.14%
4,531
83
$423K 0.14%
11,923
-564
84
$418K 0.13%
2,123
+611
85
$416K 0.13%
+10,205
86
$409K 0.13%
2,074
87
$405K 0.13%
9,999
+6
88
$371K 0.12%
2,711
+341
89
$347K 0.11%
5,886
90
$345K 0.11%
3,790
91
$343K 0.11%
11,145
+81
92
$338K 0.11%
3,114
93
$333K 0.11%
1,889
+432
94
$331K 0.11%
8,835
95
$315K 0.1%
1,892
96
$313K 0.1%
2,977
97
$313K 0.1%
4,484
98
$313K 0.1%
+9,917
99
$312K 0.1%
7,237
+2,535
100
$300K 0.1%
11,834
+112
2 3
4
5 6