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
$156M
AUM Growth
+$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$538K
2
+$485K
3
+$469K
4
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$414K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$406K

Top Sells

1
+$347K
2
+$271K
3
+$94.1K
4
HRTX icon
Heron Therapeutics
HRTX
+$82.8K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$80.7K

Sector Composition

1 Consumer Discretionary 1.11%
2 Industrials 0.99%
3 Technology 0.53%
4 Healthcare 0.31%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$16K 0.01%
214
152
$16K 0.01%
376
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$16K 0.01%
200
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$15K 0.01%
175
155
$14K 0.01%
105
-165
156
$14K 0.01%
404
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1,000
158
$14K 0.01%
423
159
$14K 0.01%
500
160
$13K 0.01%
500
161
$12K 0.01%
300
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$12K 0.01%
229
163
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230
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$11K 0.01%
250
165
$11K 0.01%
63
166
$11K 0.01%
450
+300
167
$11K 0.01%
254
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168
$11K 0.01%
44
169
$11K 0.01%
595
170
$11K 0.01%
84
171
$10K 0.01%
320
172
$10K 0.01%
250
+1
173
$10K 0.01%
829
174
$10K 0.01%
188
175
$10K 0.01%
200
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