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
$199M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$4.72M
3
+$2.36M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.92M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.24M

Top Sells

1
+$6.97M
2
+$5.09M
3
+$1.87M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$524K
5
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$258K

Sector Composition

1 Technology 1.4%
2 Real Estate 0.58%
3 Healthcare 0.49%
4 Industrials 0.46%
5 Consumer Discretionary 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$43K 0.02%
2,927
127
$43K 0.02%
810
+210
128
$41K 0.02%
3,000
129
$39K 0.02%
548
130
$39K 0.02%
262
131
$38K 0.02%
481
132
$38K 0.02%
150
133
$37K 0.02%
1,585
134
$37K 0.02%
1,288
-85
135
$37K 0.02%
504
136
$37K 0.02%
258
137
$36K 0.02%
312
138
$36K 0.02%
943
139
$35K 0.02%
705
140
$34K 0.02%
343
141
$34K 0.02%
158
142
$34K 0.02%
1,250
143
$33K 0.02%
415
+3
144
$32K 0.02%
2,150
145
$32K 0.02%
145
146
$30K 0.02%
760
147
$30K 0.02%
190
148
$30K 0.02%
570
149
$30K 0.02%
98
150
$29K 0.01%
334
4 5
6
7 8