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
101
$51K 0.03%
+3,760
102
$51K 0.03%
+2,410
103
$50K 0.03%
+3,046
104
$50K 0.03%
+1,310
105
$48K 0.03%
+630
106
$47K 0.03%
+3,350
107
$45K 0.02%
+984
108
$45K 0.02%
+745
109
$42K 0.02%
+406
110
$42K 0.02%
+2,922
111
$41K 0.02%
+368
112
$39K 0.02%
+377
113
$38K 0.02%
+1,509
114
$37K 0.02%
+190
115
$36K 0.02%
+356
116
$34K 0.02%
+363
117
$33K 0.02%
+369
118
$32K 0.02%
+826
119
$32K 0.02%
+277
120
$31K 0.02%
+341
121
$31K 0.02%
+412
122
$30K 0.02%
+859
123
$27K 0.01%
+2,364
124
$27K 0.01%
+565
125
$26K 0.01%
+404
3 4
5
6 7