IF
Ironwood Financial Portfolio holdings
AUM
$466M
1-Year Return
9.07%
This Quarter Return
+9.37%
1 Year Return
+9.07%
3 Year Return
+43.95%
5 Year Return
+66.55%
10 Year Return
–
AUM
$185M
AUM Growth
+$39.1M
(+27%)
Cap. Flow
+$30.6M
Cap. Flow
% of AUM
16.52%
Top 10 Holdings %
Top 10 Hldgs %
68.39%
Holding
441
New
74
Increased
88
Reduced
35
Closed
15
Top Buys
| 1 |
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
|
+$14.8M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
+$3.68M |
| 3 |
iShares US Energy ETF
IYE
|
+$3.5M |
| 4 |
iShares MSCI USA Equal Weighted ETF
EUSA
|
+$2.96M |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$2.94M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$17.9M |
| 2 |
RTN
Raytheon Company
RTN
|
+$468K |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$307K |
| 4 |
TTOO
T2 Biosystems, Inc
TTOO
|
+$95.8K |
| 5 |
Tesla
TSLA
|
+$67.8K |
Sector Composition
| 1 | Technology | 1.27% |
| 2 | Real Estate | 0.62% |
| 3 | Healthcare | 0.52% |
| 4 | Industrials | 0.48% |
| 5 | Consumer Discretionary | 0.29% |
