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
$267M
AUM Growth
+$68.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$4.71M
3
+$3.92M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.87M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.79M

Top Sells

1
+$10.8M
2
+$8.54M
3
+$4.7M
4
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$2.68M
5
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$1.81M

Sector Composition

1 Technology 13.3%
2 Healthcare 3.63%
3 Consumer Discretionary 2.98%
4 Communication Services 1.73%
5 Industrials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$96K 0.04%
450
127
$95K 0.04%
3,150
+539
128
$94K 0.04%
+1,705
129
$93K 0.03%
1,371
-160
130
$93K 0.03%
+1,000
131
$88K 0.03%
250
132
$87K 0.03%
389
133
$87K 0.03%
1,612
134
$86K 0.03%
1,204
+1,048
135
$82K 0.03%
1,327
136
$81K 0.03%
547
137
$81K 0.03%
345
138
$81K 0.03%
371
-14
139
$81K 0.03%
+4,314
140
$81K 0.03%
+388
141
$78K 0.03%
1,014
142
$76K 0.03%
1,495
143
$74K 0.03%
272
+13
144
$73K 0.03%
1,069
145
$71K 0.03%
1,224
146
$70K 0.03%
800
147
$69K 0.03%
+3,986
148
$68K 0.03%
1,148
+1,080
149
$68K 0.03%
982
150
$67K 0.03%
+808
4 5
6
7 8