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
126
$23K 0.01%
1,350
127
$23K 0.01%
702
128
$22K 0.01%
+1,290
129
$22K 0.01%
576
130
$22K 0.01%
95
131
$21K 0.01%
393
+265
132
$21K 0.01%
250
133
$21K 0.01%
65
134
$21K 0.01%
770
135
$21K 0.01%
475
136
$21K 0.01%
1,236
137
$20K 0.01%
103
138
$20K 0.01%
127
139
$20K 0.01%
133
140
$20K 0.01%
725
141
$19K 0.01%
800
142
$19K 0.01%
390
143
$19K 0.01%
+1
144
$19K 0.01%
761
+180
145
$18K 0.01%
400
146
$18K 0.01%
725
147
$18K 0.01%
242
148
$18K 0.01%
269
149
$17K 0.01%
110
150
$17K 0.01%
500
4 5
6
7 8