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
101
$202K 0.08%
1,038
+269
102
$201K 0.08%
7,876
+2,928
103
$201K 0.08%
13,272
+1,776
104
$198K 0.07%
951
+511
105
$185K 0.07%
3,538
106
$184K 0.07%
+699
107
$181K 0.07%
+3,093
108
$173K 0.06%
+1,618
109
$159K 0.06%
+1,742
110
$153K 0.06%
626
+497
111
$151K 0.06%
1,270
112
$150K 0.06%
2,255
113
$140K 0.05%
1,970
114
$136K 0.05%
3,045
+2,285
115
$134K 0.05%
530
116
$129K 0.05%
5,243
117
$122K 0.05%
7,584
+48
118
$114K 0.04%
235
+35
119
$110K 0.04%
+2,264
120
$103K 0.04%
3,633
+1,090
121
$101K 0.04%
2,056
122
$100K 0.04%
510
+1
123
$99K 0.04%
1,539
+573
124
$98K 0.04%
4,490
+4,193
125
$97K 0.04%
4,000
3 4
5
6 7