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
126
$25K 0.01%
+1,000
127
$24K 0.01%
+470
128
$23K 0.01%
+422
129
$23K 0.01%
+470
130
$22K 0.01%
+463
131
$21K 0.01%
+354
132
$21K 0.01%
+618
133
$21K 0.01%
+770
134
$21K 0.01%
+1,425
135
$21K 0.01%
+408
136
$21K 0.01%
+425
137
$20K 0.01%
+906
138
$20K 0.01%
+480
139
$20K 0.01%
+362
140
$19K 0.01%
+390
141
$19K 0.01%
+39
142
$18K 0.01%
+404
143
$18K 0.01%
+147
144
$18K 0.01%
+22
145
$18K 0.01%
+127
146
$17K 0.01%
+330
147
$17K 0.01%
+65
148
$17K 0.01%
+595
149
$17K 0.01%
+122
150
$17K 0.01%
+165
4 5
6
7 8