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
$182M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$17.6M
3
+$10.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$9.89M
5
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$8.87M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 1.29%
2 Industrials 0.6%
3 Technology 0.4%
4 Healthcare 0.36%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$16K 0.01%
+193
152
$16K 0.01%
+558
153
$15K 0.01%
+166
154
$15K 0.01%
+636
155
$15K 0.01%
+1,194
156
$15K 0.01%
+122
157
$15K 0.01%
+376
158
$14K 0.01%
+221
159
$14K 0.01%
+103
160
$14K 0.01%
+351
161
$14K 0.01%
+541
162
$14K 0.01%
+200
163
$14K 0.01%
+600
164
$14K 0.01%
+409
165
$13K 0.01%
+100
166
$13K 0.01%
+618
167
$13K 0.01%
+500
168
$12K 0.01%
+271
169
$12K 0.01%
+116
170
$12K 0.01%
+225
171
$12K 0.01%
+79
172
$11K 0.01%
+240
173
$11K 0.01%
+10
174
$11K 0.01%
+250
175
$11K 0.01%
+44
5 6
7
8 9