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
$92.2M
AUM Growth
-$73.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$424K
3
+$374K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$371K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$256K

Top Sells

1
+$16M
2
+$14.9M
3
+$9.4M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$7.2M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$6.88M

Sector Composition

1 Industrials 1.95%
2 Consumer Discretionary 1.34%
3 Technology 1.05%
4 Healthcare 0.61%
5 Financials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$13K 0.01%
1,000
152
$13K 0.01%
595
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$12K 0.01%
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$12K 0.01%
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$12K 0.01%
300
157
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63
158
$12K 0.01%
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$12K 0.01%
350
160
$12K 0.01%
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161
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256
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163
$11K 0.01%
500
164
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167
$11K 0.01%
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$10K 0.01%
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169
$10K 0.01%
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170
$10K 0.01%
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171
$9K 0.01%
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$9K 0.01%
245
173
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200
174
$9K 0.01%
172
-20
175
$9K 0.01%
115
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