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
151
$29K 0.01%
129
152
$29K 0.01%
707
153
$29K 0.01%
+475
154
$29K 0.01%
725
155
$29K 0.01%
250
156
$28K 0.01%
58
157
$28K 0.01%
152
158
$28K 0.01%
442
+360
159
$28K 0.01%
131
160
$28K 0.01%
478
161
$27K 0.01%
125
162
$27K 0.01%
933
163
$27K 0.01%
185
164
$27K 0.01%
451
-2
165
$27K 0.01%
666
166
$27K 0.01%
454
167
$26K 0.01%
501
-65
168
$26K 0.01%
272
169
$26K 0.01%
76
+15
170
$26K 0.01%
+223
171
$25K 0.01%
70
172
$25K 0.01%
292
173
$25K 0.01%
5,978
+200
174
$25K 0.01%
150
175
$25K 0.01%
671
5 6
7
8 9