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
$92.2M
AUM Growth
-$73.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$424K
3
+$374K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$371K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$256K

Top Sells

1
+$16M
2
+$14.9M
3
+$9.4M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$7.2M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$6.88M

Sector Composition

1 Industrials 1.95%
2 Consumer Discretionary 1.34%
3 Technology 1.05%
4 Healthcare 0.61%
5 Financials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$22K 0.02%
1,753
127
$22K 0.02%
725
128
$22K 0.02%
65
129
$22K 0.02%
666
130
$22K 0.02%
470
131
$22K 0.02%
103
132
$21K 0.02%
196
133
$21K 0.02%
+735
134
$21K 0.02%
250
135
$21K 0.02%
400
136
$21K 0.02%
400
137
$20K 0.02%
386
+3
138
$20K 0.02%
390
139
$20K 0.02%
110
140
$20K 0.02%
214
141
$19K 0.02%
269
142
$18K 0.02%
+208
143
$18K 0.02%
200
144
$18K 0.02%
376
145
$16K 0.02%
576
146
$15K 0.02%
829
147
$15K 0.02%
134
148
$14K 0.02%
230
149
$14K 0.02%
127
150
$13K 0.01%
89
-16
4 5
6
7 8