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
101
$68K 0.03%
259
102
$66K 0.03%
610
103
$66K 0.03%
446
104
$64K 0.03%
1,224
105
$63K 0.03%
456
106
$63K 0.03%
982
107
$61K 0.03%
186
108
$61K 0.03%
800
109
$61K 0.03%
2,611
110
$60K 0.03%
1,069
111
$57K 0.03%
1,327
112
$56K 0.03%
1,024
113
$55K 0.03%
340
114
$53K 0.03%
1,146
+105
115
$52K 0.03%
400
116
$51K 0.03%
966
117
$49K 0.02%
1,058
118
$49K 0.02%
3,600
119
$49K 0.02%
345
+150
120
$47K 0.02%
358
121
$47K 0.02%
2,543
+223
122
$47K 0.02%
732
123
$43K 0.02%
146
124
$43K 0.02%
226
125
$43K 0.02%
350
+30
3 4
5
6 7