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
101
$33K 0.02%
5,684
+1,898
102
$33K 0.02%
215
103
$32K 0.02%
861
104
$32K 0.02%
1,349
105
$31K 0.02%
606
106
$31K 0.02%
612
107
$31K 0.02%
344
108
$31K 0.02%
359
109
$30K 0.02%
256
110
$29K 0.02%
1,844
111
$29K 0.02%
565
112
$28K 0.02%
415
113
$28K 0.02%
342
114
$27K 0.02%
400
115
$27K 0.02%
492
116
$25K 0.02%
540
117
$25K 0.02%
330
118
$25K 0.02%
186
119
$25K 0.02%
500
120
$25K 0.02%
793
121
$24K 0.02%
470
122
$24K 0.02%
1,753
123
$23K 0.01%
707
124
$23K 0.01%
1,695
-6,105
125
$23K 0.01%
377
+3
3 4
5
6 7